Birla Sun Life Cash Plus (Debt, Liquid)

272.43
7.58%
4
Income Generation
Short Term Horizon
Low
0.19%
13 yrs 9 months29 Mar 2004
₹ 32652.05 Cr11 Dec 2017

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RELIANCE LIQUID FUND-CASH PLAN
  • Return (CAGR) 6.26%
  • Crisil Ranking 5
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Minimum Investment

  • ₹ 1000.00 for Lumpsum

Exit Load

Investment Objective

The scheme seeks to provide high liquidity and safety with reasonable returns through investments in debt and money market instruments.

Scheme Documents

TenureReturns (CAGR)
YTD
6.29
1 Month
0.51
3 Month
1.58
1 YR
6.65
2 YR
7.20
3 YR
7.61
TenureReturns (CAGR)
1 YR
6.59
2 YR
6.83
3 YR
7.15
5 YR
7.75
10 YR
8.11

Portfolio

Company Name% Assets
Indusind Bank Ltd. 05/12/2017 6.22%3.75
Reserve Bank of India 91-D 21/12/20173.14
ICICI Bank Ltd. 11/12/20172.92
Vedanta Ltd. 91-D 16/02/20182.66
Steel Authority Of India Ltd. 88-D 16/02/20182.58
Steel Authority Of India Ltd. 91-D 15/01/20182.57
Mahindra & Mahindra Financial Services Ltd. 75-D 20/12/20172.18
Steel Authority Of India Ltd. 91-D 16/01/20182.1
Indusind Bank Ltd. 12/12/2017 6.15%1.63
IDFC Bank Ltd. 05/12/2017 6.23%1.63

Top Sectoral Holdings

Sector Name% Assets
Financial18
Healthcare17
Automobile16
Technology7
Engineering6
Chemicals4
Cons Durable4

Indicators

Standard Deviation0.26%
Beta0.81%
Sharpe Ratio11.28

Sunaina da Cunha,Kaustubh Gupta

Ms. Cunha is a B.Com (H) and MBA from FMS, Delhi.Mr. Gupta is a B.Com and a Chartered Accountant.
Prior to joining Birla Sun Life Asset Management Company, she has worked with Aditya Birla Management Corporation Ltd.Prior to joining Birla Sun Life AMC he has worked with ICICI Bank.

Other Funds Managed by Sunaina da Cunha,Kaustubh Gupta

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