Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Dynamic Bond Fund - Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Dynamic Bond Fund

(An open ended dynamic debt scheme investing across duration.)

This fund seeks to generate absolute returns over longer market cycles through active portfolio management

Investment Objective

The investment objective of the scheme is to generate optimal returns with high liquidity through active management of the portfolio by investing in Debt and Money Market Instruments.

This product is suitable for investors who are seeking

  • Income with capital growth
  • Investments in actively managed portfolio of debt and money market instruments including government securities

Fund Details

  • Fund Type - Open-Ended
  • Class - Debt
  • Category - Dynamic Bond
  • Min Investment - Rs. 1000/-
  • Fund Manager - Mr Maneesh Dangi & Mr. Pranay Sinha
  • Latest NAV - 29.843 (as on 19-Jun-2018)
  • Inception Date - Sep 26, 2004
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Fund Performance

Trailing Return

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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 Maneesh Dangi

    Total Experience : 15 years

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    Maneesh has over 10 years of experience in Finance & Research. Prior to joining ABSLAMC he worked with Pioneer Investcorp as a head of fixed-income investment consultancy and merchant banking division.
  • Mr. Pranay Sinha

    Total Experience : 10 years

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    Mr. Sinha has done B.Tech in Aerospace Engg. from IIT Kharagpur and PGDM with Major in Finance from IIM Calcutta.Prior to joining BSLAMC , he has worked with BNP Paribas Bank (October 2010 - August,2014) , Morgan Stanley Investment Management Pvt. Ltd. (March 2008 - October 2010) and ICICI Prudential Asset Management Co. Ltd. (October 2005 - March 2008).
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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 30.04.2018)

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Issuer % to Net Assets
Top 10 Sector Holdings Chart

Fund Summary

Entry Load
Exit Load
Load Comments
NIL
0.5%: For redemption / switch-out of units within 90 days from the date of allotment (% of applicable NAV) NIL : For redemption / switch-out of units after 90 days from the date of allotment
In respect of each purchase / switch-in of Units, upto 15% of the units may be redeemed / switched-out without any exit load from the date of allotment. Any redemption in excess of this limit shall be subject to the given exit load.(w.e.f. October 10, 2016).**Exit Load is NIL for units issued in Dividend Reinvestment.

Highlights

  • Investment in high quality corporate bonds and government securities
  • Dynamic tracking of interest rate

Capitalizing on Interest Rate Movements

For investors looking to tap into the best of opportunities in both falling and rising interest rate scenarios, nothing could be better than Aditya Birla Sun Life Dynamic Bond Fund. The investment objective of this scheme is to optimise returns for the investors by designing a portfolio according to the interest rate scenario. In simple words, it takes advantage of varied interest rate by reducing duration in a rising interest rate environment while increasing duration in a falling interest rate environment. The fund actively invests in a right mix of corporate bonds and government securities to take advantage of the widening or narrowing of spreads between the two.

Discipline

Since active debt management strategies require an in depth knowledge of and ability to accurately track interest rate movements taking into account various micro and macro factors, it is difficult for an individual investor to adopt such a strategy. Whereas, the investment team of Birla Sun Life Mutual Fund, through its research and process driven investment strategy, would endeavour to capitalise on the available opportunities in a timely manner. The fund would seek to fulfill the needs of a large number of individual, HNIs as well as large institutional investors who are susceptible to interest rate risks.

Aditya Birla Sun Life Dynamic Bond Fund

(An open ended dynamic debt scheme investing across duration.)

This product is suitable for investors who are seeking*

  • Income with capital growth
  • Investments in actively managed portfolio of debt and money market instruments including government securities

 

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

Moderate Risk
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  • Product Brochure

Disclaimer

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

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