Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Banking & PSU Debt Fund | PSU Fund - ABSLMF

Aditya Birla Sun Life Banking & PSU Debt Fund

(An open ended debt scheme predominantly investing in debt instruments of banks, Public Sector Undertakings, Public Financial Institutions and Municipal Bonds.)
Aditya Birla Sun Life Treasury Optimizer Fund

Investment Objective

To generate reasonable returns by primarily investing in debt and money market securities that are issued by Banks, Public Sector Undertakings (PSUs) and Public Financial Institutions (PFIs) in India.

This product is suitable for investors who are seeking

  • Generation of reasonable returns and liquidity over short term
  • Investment primarily in securities issued by Banks, Public Sector Undertakings and Public Financial Institutions in India

Fund Details

  • Fund Type - Open-Ended
  • Class - Debt
  • Category - Banking & PSU Debt
  • Min Investment - Rs. 1000/-
  • Fund Manager - Mr. Kaustubh Gupta & Mr. Maneesh Dangi
  • Latest NAV - 228.169 (as on 05-Nov-2018)
  • Inception Date - Apr 19, 2002
View Full Details

Fund Performance

Trailing Return

loading...
Funds are bucketed on various parameters with respect to other funds in their category.
*Annualized returns are displayed for 1 year and above.

Annualized Returns

Fund Management

  • Mr. Kaustubh Gupta

    Total Experience : 9 years

    View Full Profile
    Kaustabh has over 5 years of experience. Prior to joining BSLAMC, he worked with ICICI Bank Treasury.
  • Mr. Maneesh Dangi

    Total Experience :

    View Full Profile
    As Co-Chief Investment Officer, Maneesh Dangi spearheads Fixed Income investments at Aditya Birla Sun Life AMC Limited. With over eighteen years of rich experience in Finance and Research, Maneesh leads a team of twenty-two, comprising fund managers and analysts, managing around INR 1.50 lakh crores.

    He personally manages money in excess of 47k crs spread across funds like ABSL Banking & PSU Debt Fund, ABSL Corporate Bond Fund, ABSL Credit Risk Fund, ABSL Medium Term Plan, ABSL Short Term Opportunities Fund, and ABSL Dynamic Bond Fund.

    Maneesh is an MBA in Finance and FRM.
View Fund Managed by
Load More
Total Schemes managed by {fundmanagername} is {fundmanagerfundcount}
Different plans shall have a different expense structure. The performance details provided herein are of (regular / direct) plan.

Portfolio and Sector Holdings

Top 10 Holdings (As on 30.09.2018)

loading...
Issuer % to Net Assets
Top 10 Sector Holdings Chart

Fund Summary

Entry Load
Exit Load
Load Comments
NIL
NIL
**Exit Load is NIL for units issued in Dividend Reinvestment.

Highlights

  • Provides a convenient and liquid investment avenue to park short term savings
  • Better returns with lower risk and quality debt investments

Better returns on short term savings

Besides investing in a low risk investment, if an investor wants the money to get a good return without losing out on easy access, Aditya Birla Sun Life Banking & PSU Debt Fund can be actively considered. It is a fund that aims to combine the convenience of parking your savings with an opportunity to earn higher returns after tax.

Better returns from low risk investments

The fund designs it investment portfolio of debt securities so as to generate returns by prudently investing in sectors and issues of debt securities that provide consistently superior yields at low levels of risk.

Discipline

The fund follows a diligent identification process for securities to pick the right debt and money market investment and that too, at the appropriate time. To reduce the interest rate risk of the portfolio, the fund also identifies the opportunities to invest the fund’s money in investments offering floating interest rates. In tune with the investment objectives of the scheme, the investments are made primarily in short term securities including bonds and debentures.

Aditya Birla Sun Life Banking & PSU Debt Fund

(An open ended debt scheme predominantly investing in debt instruments of banks, Public Sector Undertakings, Public Financial Institutions and Municipal Bonds.)

This product is suitable for investors who are seeking*

  • Generation of reasonable returns and liquidity over short term
  • Investment primarily in securities issued by Banks, Public Sector Undertakings and Public Financial Institutions in India

 

*Investors should consult their financial advisers if in doubt whether the product is suitable for them

Moderate Risk
Show More

Disclaimer

For further details on the Scheme, refer Scheme Information Document and Key Information Memorandum.

BUY NOW