Aditya Birla Sun Life Short Term Opportunities Fund - Regular - Growth+0.0%

5.1%
1 Year Return
Debt
Short Duration
2.0 star
1Y
3Y
5Y

Fund Details

Aditya Birla Sun Life Short Term Opportunities Fund - Regular - Growth

RiskModerate
Min SIP Amount₹1000
Expense Ratio1.13%
NAV29.8 (16-Nov-2018)
Fund Started24-Apr-2003
Fund Size5,533 Cr

Returns

Fund
1Y
3Y
5Y
Aditya Birla Sun Life Short Term Opportunities Fund - Regular - Growth
5.1%
7.5% p.a
8.6% p.a

SIP Calculator

I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 5.1% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. 3Y Returns are higher than the benchmark
    3. 5Y Returns are higher than the benchmark
    Cons
    1. Risk is higher compared to the benchmark
    2. 1Y Returns are lower than the benchmark

    Top 10 Holdings

    Name% AssetsSectorInstrumentRating/SizeValue(Cr)
    7.6829 ONGC Petro Additions Ltd May 18 2020 6.3%ChemicalsDebenturesAAA(SO)245.3
    Adani Properties Pvt Ltd.5.1%ConstructionZCBAA-(SO)199.8
    Altico Capital India Pvt Ltd.4.5%Financial ServicesFRBAA-174.3
    4 Indiabulls Housing Finance Ltd. Nov 27 2019 3.9%Financial ServicesDebenturesAAA152.3
    7.5 Tata Motors Ltd. Oct 20 2021 3.2%AutomobileDebenturesAA+124.9
    Wadhawan Global Capital Pvt Ltd3.0%Financial ServicesZCBAAA(SO)118.7
    7.95 Power Finance Corporation Ltd. May 13 2019 2.9%Financial ServicesDebenturesAAA114.3
    7.8 Power Finance Corporation Ltd. Jun 7 2019 2.9%Financial ServicesDebenturesAAA114.2
    Housing Development Finance Corporation Ltd. (282D)2.8%Financial ServicesCPA1+108.9
    7.04 NABARD Jun 8 2020 2.5%Financial ServicesBondIND AAA99.8
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    About Aditya Birla Sun Life Mutual Fund

    Birla Sun Life Mutual Fund started their mutual fund on 23/12/1994 and its managing total assets of ₹2,24,938 Cr. Its ranked at 4 as per total assets at end of 30th Sep 2017.

    Aditya Birla Sun Life Mutual Funds is one of the best and biggest asset management companies in India. It has a strong presence across the financial industry and has more than 16,000 employees working under it.

    They have four main visions that they aspire to achieve. The first being a leader in the mutual fund industry, rather than just being another competitor. The second is to be a role model by being the best in whatever they do. The third is to be a broad-based player to meet all the needs of their customers and the last is to become an integrated player to garner a competitive edge in the market.

    Aditya Birla Sun Life Mutual Fund offers various mutual fund schemes across various categories and sub- categories. An investor can choose the particular fund he/she wants to invest in based on their financial goals.

    Launch Date22 Dec 1994
    AddressOne India Bulls Centre ,Tower 1, 17th Flr, Jupiter Mill Compound,841,S.B. Marg,Elphinstone Road Mumbai 400 013
    Assets2,24,938 Cr
    SponsorNA
    Phone022 43568000
    Emailconnect@birlasunlife.com
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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