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

Moderately Low
14 yrs 11 monthsStarted on:16 Apr 2003
₹ 19275.43 Cras on: 16 Feb 2018
Short Term Horizon
0.20%
Income Generation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

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

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD0.82
1 Month0.56
3 Month1.37
1 YR7.01
2 YR8.17
3 YR8.35

SIP Returns

TenureReturns (CAGR)
1 YR6.5
2 YR7.26
3 YR7.78
5 YR8.37
10 YR8.59

Portfolio

Company Name% Assets
Tata Power Co. Ltd. 02/08/2019 7.70%6.73
Axis Bank Ltd. 31/05/20182.53
Vodafone Mobile Services Ltd. 10/07/2018 8.05%2.34
Power Finance Corpn. Ltd. 20/11/20192.22
ICICI Bank Ltd. 29/01/20192.17
National Bank For Agriculture & Rural Development 18-D 7.07%2.07
Bharti Enterprises Holdings Pvt. Ltd 357-D 26/10/20181.91
Dewan Housing Finance Corpn. Ltd. 25/11/20181.91
Piramal Finance Pvt. Ltd. 09/08/2019 8.55%1.83
Tata Realty and Infrastructure Ltd. 143-D 22/06/20181.66

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation0.78%
Beta0.61%
Sharpe Ratio6.46

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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