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.)
₹ 3556.79
Expense Ratio
0.43%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 249270
Min Subscription
₹ 1000
Min Addition Subscription
₹ 1000
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Short Duration |
| Benchmark Type | Crisil Composite Bond Index |
| Scheme AUM (in Crs.) | ₹ 3556.79 |
| Expense Ratio | 0.43% |
| Scheme Class | Debt |
| AMC AUM (in Crs.) | ₹ 249270 |
| Min Subscription | ₹ 1000 |
| Min Addition Subscription | ₹ 1000 |
Performance
Comparison
Portfolio
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
ONGC Petro Additions Ltd.
SO
5.86
TMF Holdings Ltd.
Debenture
4.37
Wadhawan Global Capital Pvt Ltd.
Debenture
3.61
Indiabulls Housing Finance Ltd.
Debenture
3.61
Tata Power Co. Ltd.
Bonds/Deb
3.59
IDFC Bank Ltd.
CD
3.58
Wadhawan Global Capital Pvt Ltd.
Debenture
3.57
Tata Motors Ltd.
Debenture
3.10
Power Finance Corpn. Ltd.
Debenture
2.74
Cholamandalam Investment & Finance Co. Ltd.
Debenture
2.45
Asset Allocation(%)
State Development Loan
8.58
Bonds
7.68
Structured Obligation
7.05
Debenture
53.87
Bonds/Debentures
4.86
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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