INDProtect

Overview (as on 04 Aug 2021)

NAV

₹39.3383

1y returns

6.862%

Fund AUM

₹7,725 Cr

Expense Ratio

0.41%

Min SIP

₹1,000

Min Lumpsum

₹1,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0

Asset Allocation

Sector Allocation
Corporate
50.24%
Government
31.15%
Cash Equivalent
18.61%
Debt Credit Ratings
AAA
83.76%
AA
15.05%
A
1.05%
Below B
0.14%

Key Metrics

Modified Duration 

1.63 yr

Average Maturity 

2.25 yr

Yield to Maturity 

5.15%

Holdings

  • Holding Name

    Type

    Holding Percentage

    INDProtect

  • Clearing Corporation Of India Limited

    Cash

    11.90%

  • Net Receivables / (Payables)

    Cash

    3.39%

  • Reliance Industries Limited

    CRISIL AAA

    Debt

    2.80%

  • GOVT STOCK

    Sovereign

    Debt

    2.72%

  • 8.60% Bihar SDL 2026

    Sovereign

    Debt

    2.26%

Fund Details

Investment Objectives
The investment objective of the Scheme is to generate income and capital appreciation by investing 100% of the corpus in a diversified portfolio of debt and money market securities.
Scheme Name
Aditya Birla Sun Life Short Term Fund Direct Plan Growth
Scheme Document
Exit Load

After 0 Days : 0%

Plan Started
01 January, 2013
Fund Manager
Mohit Sharma
Fund House Details
Fund House
Aditya Birla Sun Life AMC Ltd
Email
connect@birlasunlife.com
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

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Aditya Birla Sun Life Short Term Fund Direct Pl...

NAV

₹39.3383

INDmoney Analysis

    success

    Fund is in Top 20 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Indicative yields
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Market sensitivity
    Credit risk
    Underlying maturity
    success

    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

Mohit Sharma
Mohit Sharma

leader

Work Experience
"null"
Kaustubh Gupta
Kaustubh Gupta

manager

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."

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