An open ended debt scheme predominantly investing in debt instruments of banks, Public Sector Undertakings, Public Financial Institutions and Municipal Bonds.
Fund Overview
Aditya Birla Sun Life Banking and PSU Debt Fund is an open-ended debt scheme predominantly investing in debt instruments of banks, Public Sector Undertakings (PSUs), Public Financial Institutions (PFIs) and Municipal Bonds
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.
Why one can invest:
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If you are looking for an alternative investment avenue for your short-term funds
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If you are looking to invest in high quality debt instruments of banks, PSUs and PFIs
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If you are looking to for a diversified portfolio of banking and PSU sector debt instruments with investments as little as Rs.1,000
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If you are looking for an investment route for your near or short-term investing goals – up to 1 year
Click here to know more about debt mutual funds
Fund Details
CAGR
Latest NAV
(as on )
AUM
()
Inception Date
()
Risk
Investment Horizon
Short term, typically up to 1 year
Annualized Benchmark Returns
Min Investment
Entry load
NIL
Exit load
NIL
Total Expense Ratio (TER)
Sharp Ratio
Beta Ratio
Other Parameters
Standard Deviation
Modified Duration
-
Yield to Maturity
-
Portfolio Turnover:
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Average Maturity
-
Macaulay Duration
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Net Equity Exposure
-
Fund Managers
Mr. Kaustubh Gupta
Mr. Harshil Suvarnkar
Riskometer
(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
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Generation of reasonable returns and liquidity over short term
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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