Aditya Birla Sun Life Short Term Fund Dividend+0.04%

10.41%
1 Year Return
Debt
Short Duration
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Short Term Fund Dividend

RiskModerate
Min SIP Amount₹1000
Expense Ratio1.14%
NAV17.56 (23 Oct 2020)
Fund Started24 Apr 2003
Fund Size5,546 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Aditya Birla Sun Life Short Term Fund Dividend
10.4%
8.3%
8.5%
7.6%
Category Average
8.9%
6.3%
7.0%
-
Rank within category
6
5
2
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 10.4% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Age is more than 10 years
    3. 1Y Returns are higher than the category average returns
    4. 3Y Returns are higher than the category average returns
    5. 5Y Returns are higher than the category average returns
    6. 10Y Returns are higher than the category average returns
    7. Exit load is zero
    Cons
    1. Risk is higher compared to the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyNCD3.0%
    GOISovereignGOI Sec2.6%
    REC Ltd.FinancialDebenture2.6%
    GOISovereignCGL2.5%
    GOISovereignGOI Sec2.4%
    GOISovereignGOI Sec2.4%
    GOISovereignGOI Sec1.9%
    GOISovereignGOI Sec1.9%
    HDB Financial Services Ltd.FinancialBonds/NCD1.9%
    Power Finance Corpn. Ltd.FinancialDebenture1.8%
    See All

    Fund Managers

    addManeesh Dangi
    Education
    Mr. Dangi is an MBA and FRM.
    Experience
    Prior to joining Birla Sun Life Asset Management Company he has worked with Pioneer Investcorp.
    Funds Managed
    addKaustubh Gupta
    Education
    Mr. Gupta is a B.Com and a Chartered Accountant.
    Experience
    Prior to joining Birla Sun Life AMC he has worked with ICICI Bank.
    Funds Managed
    addMohit Sharma
    Education
    Mr. Sharma is B Tech (IIT - Madras) and PGDCM (IIM Calcutta).
    Experience
    He has around 10 years of experience of which 7 years is in financial markets. He joined Birla Sun AMC in October 2015. Prior to joining Birla AMC, he ran his own healthcare-tech business (June 2012 - May 2015). he has also worked as an Interest Rates Trader in Standard Chartered Bank (May 2007 - June 2011) and ICICI Bank Ltd (June 2006 - April 2007). He started his career in the Equity Research in Irevna Ltd (June 2005 - June 2006).
    Funds Managed

    Aditya Birla Sun Life Short Term Fund Dividend Details

    Aditya Birla Sun Life Short Term Fund Dividend is a Debt Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 24 Apr 2003. Maneesh Dangi, Kaustubh Gupta is the Current Fund Manager of Aditya Birla Sun Life Short Term Fund Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹5,546 Cr and the Latest NAV as of 23 Oct 2020 is ₹17.56.

    The Aditya Birla Sun Life Short Term Fund Dividend is rated Moderate risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 1000.

    Investment Objective

    The scheme seeks to generate income and capital appreciation by investing 100% of the corpus in a diversified portfolio of debt and money market securities.

    Tax Implications

    Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

    Scheme Information Document(SID)

    ₹1000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Nil
    Exit Load

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    About Aditya Birla Sun Life Mutual Fund

    Address
    One India Bulls Centre ,Tower 1, 17th Flr, Jupiter Mill Compound,841,S.B. Marg,Elphinstone Road Mumbai 400 013
    Phone
    022 43568000
    Launch Date
    23 Dec 1994
    Aditya Birla Sun Life Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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