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Aditya Birla Sun Life Short Term 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 Class	Debt
Scheme Category	Short Duration
Expense Ratio	0.43%
Min subscription	₹ 1,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 3,188
AMC AUM (in Crs.)	₹ 2,49,270
Min Addition Subscription	₹ 1,000

Benchmark Type

CRISIL Short Term Bond Fund TR INR

Exit Load

Exit load of 0.5%, if redeemed between (0-180) days. No Exit load, if redeemed after 180 days.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Franklin India Short Term Income Plan - Direct Plan	5000	5000	4.88%
PGIM India Short Maturity Fund - Direct Plan	1000	1000	4.5%
Baroda S/T Bond - Direct Plan	0	0	8.62%
IDBI Short Term Bond - Direct Plan	1000	5000	5.15%
Indiabulls Short Term Fund - Direct Plan	1000	500	7.21%
Kotak Bond Fund Short Term Plan - Direct Plan	1000	1000	8.2%
ICICI Prudential Short Term Fund - Direct Plan	1000	1000	8.17%

Top 10 Holdings

Company	Holding Type	Asset(%)
ADANI PROPERTIES PRIVATE LIMITED	Bond - Corporate Bond	5
REC LIMITED	Bond - Corporate Bond	5
7.72% GS 2025	Bond - Gov't Treasury	4
GOVT STOCK	Bond - Gov't Treasury	3
SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA	Bond - Corporate Bond	3
Punjab National Bank	Bond - Corporate Bond	3
State Bank Of India	Bond - Corporate Bond	3
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT	Bond - Corporate Bond	3
State Bank Of India	Bond - Corporate Bond	3
Net Receivables / (Payables)	Cash	3

Asset Allocation(%)

Asset	Percent
Bond - Corporate Bond	84
Bond - Gov't Treasury	10
Cash	3
Cash - Collateral	2
Cash - CD Time Deposit	2

Sector Allocation(%)

Sector	Percent
Bond - Corporate Bond	84
Bond - Gov't Treasury	10
Cash	3
Cash - Collateral	2
Cash - CD Time Deposit	2

Fund Manager

Maneesh Dangi

2+ years of experience

Kaustubh Gupta

5+ years of experience

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.

connect@birlasunlife.com

Phone

1800 22 7000

Address

Aditya Birla Sun Life AMC Ltd,One India Bulls Centre ,Tower 1, 17th Flr,,Jupiter Mill Compound,841,S.B. Marg,,Elphinstone Road, Mumbai - 400 093

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m