Aditya Birla Capital

Aditya Birla Sun Life AMC Limited

Aditya Birla Sun Life AMC Limited

Aditya Birla Sun Life Fixed Term Plan - Series SC

Aditya Birla Sun Life Fixed Term Plan - Series SC

(An open ended low duration debt scheme investing in instruments such that Macaulay duration of the portfolio is between 6 months and 12 months)

Class: Debt
Category: Low Duration Fund

Investment Objective

The objective of the scheme is to provide income which is consistent with a portfolio through investments in a basket of debt and money market instruments of short maturities with a view to provide reasonable returns.

This product is specially designed for investors seeking

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

 

 

Fund Details

  • Fund Type - Open-Ended
  • Class - Debt
  • Category - Low Duration Fund
  • Min Investment - Rs. 1000/-
  • Fund Manager - Mr. Kaustubh Gupta & Mr. Mohit Sharma
  • Latest NAV - NA
  • Inception Date - May 15, 1998
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Fund Performance

Trailing Return

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*Annualized returns are displayed for 1 year and above.

Annualized Returns

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Fund Management

  • Mr. Kaustubh Gupta

    Total Experience : 17 years

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    Kaustubh Gupta is the Co-Head of Fixed Income at Aditya Birla Sun Life AMC Limited (ABSLAMC). Kaustubh brings with him 17 years of extensive investment experience having worked in various capacity of treasury finance, liquidity management and fund management. As Co-Head, Kaustubh leads the overall fixed income portfolio management.

    Prior to joining ABSLAMC in 2009, Kaustubh worked with ICICI Bank for 5 year in the Asset Liability Management team.

    Kaustubh is a Chartered Account and CFA (Level 2) by qualification.
  • Mr. Mohit Sharma

    Total Experience : 15 years

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    Mohit Sharma is a Senior Fund Manager with Aditya Birla Sun Life AMC Limited (ABSLAMC), with total experience of over 15 years.

    Mohit has been part of ABSLAMC for last 5 years. His prior experience include stints at Standard Chartered Bank, ICICI Bank, Irevna Limited (Subsidiary of CRISIL) and as an entrepreneur.
    br> Mohit did his Management Studies from IIM Calcutta (2005) and Engineering studies from IIT Madras (2003).
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Your Investment Summary

  • Investment AmountRs 5000
  • Initial units per month 29.5
  • Current valueRs 50,000
  • Current NAV value 260
  • Current Units 30
  • XIRR

    Internal rate of return or annualized yield for a schedule of cash flows occurring at irregular intervals.

    5.10%
  • Benchmark XIRR

    Internal Rate of return or annualized yield for a schedule of cash flows occurring at irregular intervals for respective benchmark index.

    8%

Portfolio and Sector Holdings

Top 10 Holdings (As on )

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Issuer % to Net Assets
Top 10 Sector Holdings Chart

Fund Summary

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  • KIM - Aditya Birla Sun Life Fixed Term Plan - Series SC
  • SID - Aditya Birla Sun Life Fixed Term Plan - Series SC
  • Dividend history
    Select from date Select To date Please select "To" date greater than "From" date No Records Found
  • Product Brochure

Disclaimer

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