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

Moderate
14 yrs 10 monthsStarted on:09 May 2003
₹ 5308.81 Cras on: 16 Feb 2018
Short Term Horizon
1.54%
Income Generation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

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.

Exit Load

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Tenure

TenureReturns (CAGR)
YTD0.36
1 Month0.34
3 Month0.53
1 YR6.08
2 YR8.35
3 YR8.10

SIP Returns

TenureReturns (CAGR)
1 YR4.67
2 YR6.15
3 YR7.22
5 YR8.3
10 YR8.98

Portfolio

Company Name% Assets
Dewan Housing Finance Corpn. Ltd. 30/05/2018 9.40%4.78
ONGC Petro Additions Ltd. 18/05/2020 7.68%4.69
GOI 25/11/2023 8.83%4.1
GOI 19/12/2022 6.84%3.42
Vedanta Ltd. 17/08/2020 9.45%3.38
TMF Holdings Ltd. 12/03/20193.34
Shriram Transport Finance Co. Ltd. 18/01/20192.92
Tata Power Co. Ltd. 12/01/20232.83
Indiabulls Housing Finance Ltd. 27/11/2019 4.00%2.81
National Bank For Agriculture & Rural Development 08/06/2020 7.04%2.81

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation2.1%
Sharpe Ratio2.28

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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