Birla Sun Life MIP (Hybrid, Debt-oriented)

46.21
9.42%
NA
Capital Growth and Income
Medium Horizon
Moderate
2.42%
17 yrs 1 months20 Nov 2000
₹ 99.1 Cr17 Nov 2017

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Minimum Investment

  • ₹ 1000.00 for Lumpsum

Exit Load

Investment Objective

The scheme primarily seeks regular monthly income and also aims at capital growth with a predominant exposure to debt and money market instruments. The fund invests in a mix of high quality fixed income securities and a small portion in equities ( a maximum of 15%).

Scheme Documents

TenureReturns (CAGR)
YTD
7.41
1 YR
6.60
2 YR
9.57
3 YR
8.24
TenureReturns (CAGR)
1 YR
6.19
2 YR
8.5
3 YR
8.33
5 YR
9.06
10 YR
8.87

Portfolio

Company Name% Assets
GOI 15/05/2027 6.79%20.08
SP Imperial Star Pvt. Ltd. 23/03/202211.75
Wadhawan Global Capital Pvt Ltd. 02/08/2022 13.40%11.07
IL&FS Tamil Nadu Power Company Ltd. 16/03/2020 9.80%10.35
Clearing Corporation of India10.2
SD Corporation Pvt Ltd. 09/04/2020 9.75%9.07
GOI 09/05/2030 7.61%5.2
Sterlite Power Grid Ventures Ltd. 15/04/2019 10.40%5.08
GOI 17/09/2031 6.68%4.9
Jharkand Road Projects Implementation Co. Ltd. 20/04/2022 9.51%3.88

Top Sectoral Holdings

Sector Name% Assets
Financial6.09
Textiles2.3
Energy1.76
Automobile1.61
Healthcare0.76
Metals0.64
Services0.45
FMCG0.41
Chemicals0.36
Cons Durable0.32

Indicators

Portfolio turnover ratio598
Standard Deviation4.13%
Beta1.08%
Sharpe Ratio0.99

Sunaina da Cunha

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

Other Funds Managed by Sunaina da Cunha

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