INDProtect
Overview (as on 22 Jan 2021)
NAV
₹101.0972
1y returns
8.491%
Fund AUM
₹19,972 Cr
Expense Ratio
0.4%
Fund Performance
Calculator
Monthly SIP
Lumpsum
I would like to invest
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
5.58% projected returns
₹0
4.33% projected returns
₹0
5.76% projected returns
₹0
4.67% projected returns
₹0
5.18% projected returns
₹0
5.24% projected returns
Asset Allocation
Debt & Cash (100.00%)
Sector Allocation
Corporate
40.87%
Cash Equivalent
30.81%
Government
28.27%
Securitized
0.05%
Debt Credit Ratings
AAA
88.25%
AA
11.56%
A
0.19%
Key Metrics
Modified Duration
0.85 yr
Average Maturity
0.97 yr
Yield to Maturity
4.98%
Holdings
All
Equity
Debt & Cash
Holding Name
Type
Holding Percentage
INDProtect
Fund Details
Investment Objectives
"The objective of the scheme is to provide income which is consistent with a portfolio through investments in a basket of debt and money market instruments of short maturities with a view to provide reasonable returns."
Scheme Name
Aditya Birla Sun Life Low Duration Direct Plan Weekly Dividend Payout
Scheme Document
Exit Load
After 0 Years : 0%
Plan Started
01 January, 2013
Fund Manager
Kaustubh Gupta
Fund House Details
Fund House
Aditya Birla Sun Life AMC Ltd
Email
NA
Phone
+912243568110/8111
Address
Aditya Birla Sun Life AMC Ltd,One India Bulls Centre ,Tower 1, 17th Flr,,Jupiter Mill Compound,841,S.B. Marg,,Elphinstone Road
Other Related Plans
| Fund Name | Plan Type | Expense Ratio | 1yr Returns |
|---|---|---|---|
| Direct | 0.40% | 8.10% | |
| Direct | 0.40% | 7.34% | |
| Direct | 0.40% | 8.49% | |
| Regular | 1.22% | 7.21% | |
| Regular | 1.22% | 6.52% | |
| Regular | 1.22% | 6.48% | |
| Regular | 1.22% | 6.16% | |
| Regular | 1.22% | 7.58% | |
| Regular | 1.22% | 7.58% |
Peer Funds
Aditya Birla Sun Life Low Duration Direct Plan ...
NAV
₹101.0972
INDmoney Analysis
Return Score
Excellent
Risk Score
Below Average
Credit Quality
High
Interest Rate Sensitivity
Low
Fund is in Top 20 percent in its Category
Return score is based upon:
Benchmark out performance
Consistency of returns
Indicative yields
Fund is in Bottom 50 percent in its Category
Risk score is based upon:
Market sensitivity
Credit risk
Underlying maturity
Fund has high quality bonds and commercial papers
Credit Quality is based upon:
Long term credit rating
Credit rating outlook
Probability of default
Based on credit rating and modified duration of underlying instruments
Fund Managers
Kaustubh Gupta
leader
Qualifications
CA, B.Com.
Work Experience
"He has over 5 years of experience. Prior to joining BSLAMC, he has worked with ICICI Bank Limited where he was a Money Market Manager managing liquidity."
Mohit Sharma
manager
Work Experience
"null"
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