Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Savings Fund - Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Savings Fund

(An open ended ultra-short term debt scheme investing in instruments such that Macaulay duration of the portfolio is between 3 months and 6 months.)

This fund follows a conservative strategy with liquidity as one of its key drivers
Aditya Birla Sun Life Savings Fund

Investment Objective

The objective of the scheme is to provide the convenience of a savings account with the opportunity to earn higher post-tax returns by investing in debt and money market instruments.

This product is suitable for investors who are seeking

  • Reasonable returns with convenience of liquidity over short term
  • Investments in debt and money market instruments

Fund Details

  • Fund Type - Open-Ended
  • Class - Debt
  • Category - Ultra Short Duration
  • Min Investment - Rs. 1000/-
  • Fund Manager - Mr Kaustubh Gupta & Ms Sunaina da Cunha
  • Latest NAV - 346.015 (as on 19-Jun-2018)
  • Inception Date - Nov 26, 2001
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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

  • Kaustubh G
    Mr Kaustubh Gupta

    Total Experience : 9 years

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    Kaustabh has over 5 years of experience. Prior to joining BSLAMC, he worked with ICICI Bank Treasury.
  • Sunaina DaCunha
    Ms Sunaina da Cunha

    Total Experience : 11 years

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    Sunaina has over 7 years of experience. Prior to joining BSLAMC, she worked with Aditya Birla Management Corporation Ltd.
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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
NIL
**Exit Load is NIL for units issued in Dividend Reinvestment.

Highlights

  • Low risk and volatality
  • Liquidity

The smart saving option

Is your money growing in your saving bank account or your company’s current account? The money in your bank savings account gets you only 4% every year. That’s lesser than 5.88%, the average inflation rate of last 5 years. In effect, you are losing money in your savings account. It gets worse with a current account since you get no interest. Clearly, your money needs to work harder.

Quick access to their money is one of the reasons why people keep their money in bank savings and current accounts. What if you get this easy to access money or liquidity along with better growth? Enter Aditya Birla Sun Life Savings Fund.

You can withdraw your investment in Aditya Birla Sun Life Savings Fund at any time without any charge since there is no entry or exit load. You can also avail of the direct credit facility to your bank account. The withdrawn amount automatically gets credited to your bank within one working day.

Discipline

The investment emphasis of the scheme will be in identifying companies with a strong competitive position in good businesses, and having quality managements. The investment strategy would emphasis investment in instruments that generate consistently superior yields at low levels of risk.

Aditya Birla Sun Life Savings Fund

(An open ended ultra-short term debt scheme investing in instruments such that Macaulay duration of the portfolio is between 3 months and 6 months.)

This product is suitable for investors who are seeking*

  • Reasonable returns with convenience of liquidity over short term
  • .Investments in debt and money market instruments

 

*We recommend investors to consult their financial advisers in case of doubt about whether the product is suitable for them.

Moderately Low Risk
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Disclaimer

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

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