Birla Sun Life Short Term Opportunities Fund (Debt, Short Term)

28.47
7.43%
NA
Income Generation
Short Term Horizon
Moderate
1.25%
14 yrs 8 months09 May 2003
₹ 5789.16 Cr11 Dec 2017

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Minimum Investment

  • ₹ 1000.00 for Lumpsum

Exit Load

Investment Objective

The fund seeks to generate higher returns with greater stability from a portfolio of debt and money market instruments with relatively low levels of interest rate risk.
TenureReturns (CAGR)
YTD
5.74
1 Month
0.16
3 Month
0.76
1 YR
5.61
2 YR
8.67
3 YR
8.53
TenureReturns (CAGR)
1 YR
6.03
2 YR
7.45
3 YR
8.07
5 YR
8.88
10 YR
9.23

Portfolio

Company Name% Assets
Dewan Housing Finance Corpn. Ltd. 30/05/2018 9.40%4.51
ONGC Petro Additions Ltd. 18/05/2020 7.68%4.44
Idea Cellular Ltd. 14/02/2022 8.03%4.37
GOI 25/11/2023 8.83%3.93
Vedanta Ltd. 17/08/2020 9.45%3.2
Tata Motor Finance Ltd. 12/03/20193.11
Shriram Transport Finance Co. Ltd. 18/01/20192.72
Tata Power Co. Ltd. 12/01/20232.67
National Bank For Agriculture & Rural Development 08/06/2020 7.04%2.65
Indiabulls Housing Finance Ltd. 27/11/2019 4.00%2.64

Top Sectoral Holdings

Sector Name% Assets

Indicators

Standard Deviation2.06%
Sharpe Ratio1.93

Maneesh Dangi,Kaustubh Gupta

Mr. Dangi is an MBA and FRM.Mr. Gupta is a B.Com and a Chartered Accountant.
Prior to joining Birla Sun Life Asset Management Company he has worked with Pioneer Investcorp. Prior to joining Birla Sun Life AMC he has worked with ICICI Bank.

Other Funds Managed by Maneesh Dangi,Kaustubh Gupta

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