Aditya Birla Sun Life Short Term Opportunities Fund Direct Plan
The investment objective of the Scheme is to generate income and capital appreciation by investing 100% of the corpus in a diversified portfolio of debt and money market securities.
Suitability
This product is suitable for investors who are seeking
• income with capital growth over short to medium term
• investments in debt and money market instruments with short to medium term maturities across the credit spectrum within the investment grade
Fund Info
Scheme Type
Open-ended
Scheme Category
Short Duration
Benchmark Type
Crisil Composite Bond Index
Scheme AUM (in Crs.)
₹ 3552.6
Expense Ratio
0.43%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 249270
Min Subscription
₹ 1000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
AMC Details
Building Graph
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
ONGC Petro Additions Limited
Bond - Corporate Bond
7
ADANI PROPERTIES PRIVATE LIMITED
Bond - Corporate Bond
6
Indiabulls Housing Finance Limited
Bond - Corporate Bond
4
Tata Motors Limited
Bond - Corporate Bond
3
Power Finance Corporation Ltd.
Bond - Corporate Bond
3
REC LIMITED
Bond - Corporate Bond
3
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT
Bond - Corporate Bond
3
Housing Development Finance Corporation Limited
Bond - Corporate Bond
3
Punjab National Bank
Bond - Corporate Bond
3
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT
Bond - Corporate Bond
3
Asset Allocation(%)
Bond - Corporate Bond
92
Bond - Asset Backed
4
Cash
2
Cash - Commercial Paper
1
Cash - Collateral
0
Sector Allocation(%)
Sector
Percent
Bond - Corporate Bond
92
Bond - Asset Backed
4
Cash
2
Cash - Commercial Paper
1
Cash - Collateral
0
Birla Sun Life Mutual Fund
AUM
₹2,49,270 Cr
About
Aditya Birla Sun Life Mutual Funds is one of the best and biggest asset management companies in India. It has a strong presence across the financial industry and has more than 16,000 employees working under it.##They have four main visions that they aspire to achieve. The first being a leader in the mutual fund industry, rather than just being another competitor. The second is to be a role model by being the best in whatever they do. The third is to be a broad-based player to meet all the needs of their customers and the last is to become an integrated player to garner a competitive edge in the market.##Aditya Birla Sun Life Mutual Fund offers various mutual fund schemes across various categories and sub- categories. An investor can choose the particular fund he/she wants to invest in based on their financial goals.
Email
connect@birlasunlife.com
Phone
1800 22 7000
Address
One India Bulls Centre , Tower 1,,17th Floor, Jupiter Mill Compound,,841, Senapati Bapat Marg,,Elphinstone Road,, Mumbai - 400 013
Birla Sun Life Mutual Fund
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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