Birla Sun Life Savings Fund (Debt, Ultra Short Term)

335.04
7.79%
3
Income Generation
Short Term Horizon
Moderately Low
0.23%
14 yrs 9 months16 Apr 2003
₹ 23452.79 Cr11 Dec 2017

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Minimum Investment

  • ₹ 1000.00 for Lumpsum

Exit Load

Investment Objective

The scheme aims to generate regular income from a portfolio of debt and money market instruments, cash and cash equivalents.

Scheme Documents

TenureReturns (CAGR)
YTD
7.05
1 Month
0.45
3 Month
1.40
1 YR
7.28
2 YR
8.36
3 YR
8.51
TenureReturns (CAGR)
1 YR
7.09
2 YR
7.78
3 YR
8.15
5 YR
8.62
10 YR
8.69

Portfolio

Company Name% Assets
Tata Power Co. Ltd. 02/08/2019 7.70%5.53
Bharti Enterprises Holdings Pvt. Ltd 81-D 23/01/20183.37
Vodafone Mobile Services Ltd. 10/07/2018 8.05%1.92
Power Finance Corpn. Ltd. 20/11/20191.83
Reliance Jio Infocomm Ltd. 31/07/2018 8.55%1.65
Dewan Housing Finance Corpn. Ltd. 25/11/20181.55
Piramal Finance Pvt. Ltd. 09/08/2019 8.55%1.5
Steel Authority Of India Ltd. 91-D 01/02/20181.47
Indiabulls Housing Finance Ltd. 09/03/20181.37
Reliance Jio Infocomm Ltd. 29/04/2019 8.10%1.29

Top Sectoral Holdings

Sector Name% Assets

Indicators

Standard Deviation0.74%
Beta0.61%
Sharpe Ratio5.17

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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