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- Aditya Birla Sun Life Short Term Fund Idcw Reinvest Direct Plan
Aditya Birla Sun Life Short Term Fund Idcw Reinvest Direct Plan
NAV (May 3,2024)
Aditya Birla Sun Life Short Term Fund - IDCW Reinvest - Direct Plan is a mutual fund scheme established on January 2, 2013. With an expense ratio of 0.38%, this fund offers an attractive option for investors. The minimum investment required is INR 1000, and there is no lock-in period. The scheme's assets under management (AUM) currently amount to INR 6778.43. Investors can reinvest the dividends earned through the IDCW option. This fund provides a convenient and profitable way to grow your money in the short term.
Aditya Birla Sun Life Short Term Fund Idcw Reinvest Direct Plan Latest Trend
- 1M
- 2M
- 3M
Aditya Birla Sun Life Short Term Fund Idcw Reinvest Direct Plan Latest Trend
Risk Ratios
- P/E Ratio0
- P/B Ratio0
- Alpha0
- Beta0
- Sharpe0.29
- Sortino0.58
Fund Overview
0.38%
0%
No Lock-in
₹ 6778.43 Cr
SIP ₹1000.00
Scheme Riskometer
Investors understand that their principal will be at
Moderate
Investment Return Calculator
as on May 04, 2024
Total Invested Amount | 3 Months Absolute Return (In %) | 6 Months Absolute Return (In %) | 1 Year Absolute Return (In %) | 3 Year Absolute Return (In %) | 5 Year Absolute Return (In %) |
---|---|---|---|---|---|
₹ 10,000 | ₹ 10,072.43 (0.72%) | ₹ 10,317.57 (3.18%) | ₹ 10,644.46 (6.44%) | ₹ 11,795.75 (17.96%) | ₹ 13,992.58 (39.93%) |
₹ 30,000 | ₹ 30,217.29 (0.72%) | ₹ 30,952.71 (3.18%) | ₹ 31,933.38 (6.44%) | ₹ 35,387.25 (17.96%) | ₹ 41,977.74 (39.93%) |
₹ 50,000 | ₹ 50,362.15 (0.72%) | ₹ 51,587.85 (3.18%) | ₹ 53,222.3 (6.44%) | ₹ 58,978.75 (17.96%) | ₹ 69,962.9 (39.93%) |
₹ 80,000 | ₹ 80,579.44 (0.72%) | ₹ 82,540.56 (3.18%) | ₹ 85,155.68 (6.44%) | ₹ 94,366 (17.96%) | ₹ 1,11,940.64 (39.93%) |
₹ 1,00,000 | ₹ 1,00,724.3 (0.72%) | ₹ 1,03,175.7 (3.18%) | ₹ 1,06,444.6 (6.44%) | ₹ 1,17,957.5 (17.96%) | ₹ 1,39,925.8 (39.93%) |
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Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- Government of India39.51%
- ICICI Bank Limited6.92%
- HDFC Bank Limited3.44%
- Embassy Office Parks REIT2.93%
- Axis Bank Limited2.81%
- Shriram Finance Ltd2.79%
- DME Development Limited FRN2.73%
- First Business Receivables Trust2.54%
- Bharti Telecom Limited2.21%
- HDFC Bank Limited FRN2.20%
- Tata Capital Limited1.68%
- Mindspace Business Parks REIT1.61%
- Power Finance Corporation Limited1.54%
- Sundew Properties Limited1.49%
- Bharti Telecom Limited FRN1.48%
- Net Receivables Payables1.21%
- National Bank For Agriculture and Rural Development1.11%
- Clearing Corporation of India Limited1.10%
- Summit Digitel Infrastructure Private Limited1.07%
- TMF Holdings Limited1.02%
- IndInfravit Trust1.01%
- JM Financial Products Limited0.95%
- Tata Motors Finance Ltd0.88%
- GOI DEC STRIPS0.84%
- Axis Finance Limited FRN0.81%
- Fullerton India Home Finance Company Limited0.74%
- Vedanta Limited FRN0.74%
- REC Limited0.74%
- Larsen & Toubro Limited0.73%
- Hinduja Housing Finance Ltd0.73%
- JM Financial Credit Solutions Ltd0.73%
- Tata Capital Housing Finance Limited0.73%
- State Bank of India0.71%
- Panatone Finvest Limited0.68%
- Sharekhan Ltd0.68%
- Kotak Mahindra Prime Limited0.66%
- State Government Securities0.66%
- Nexus Select Trust0.51%
- Punjab National Bank0.51%
- Small Industries Development Bank of India0.51%
- Mahindra Rural Housing Finance Limited FRN0.44%
- Muthoot Finance Limited0.37%
- Cholamandalam Financial Holdings Limited0.37%
- GOI DEC STRIPS SR0.37%
- Sikka Ports and Terminals Limited0.36%
- GOI AUG STRIPS0.31%
- GOI JUN STRIPS0.31%
- Pipeline Infrastructure Limited0.30%
- GOI FEB STRIPS0.29%
- SBI Corporate Debt Market Development Fund A Units0.25%
- HDFC Credila Financial Services Pvt Limited FRN0.22%
- Reliance Industries Limited0.15%
- TATA Realty & Infrastructure Limited0.15%
- GOI JUN STRIPS SR0.13%
- Miscellaneous42.43%
Holdings Analysis
Peer Comparison
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Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
Invesco India Short Duration Fund - Growth | DEBT | Moderate | 7.97% |
Mahindra Manulife Short Duration Fund - Regular Plan - Growth | DEBT | Moderate | 7.52% |
Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth | DEBT | Moderate | 7.18% |
Mirae Asset Short Duration Fund - Regular Plan - Growth | DEBT | Moderate | 7.03% |
Tata Short Term Bond Fund - Regular Plan - Growth | DEBT | Moderate | 6.99% |
Bank of India Short Term Income Fund - Regular Plan - Growth | DEBT | Moderate | 6.97% |
DSP Short Term Fund - Regular Plan - Growth | DEBT | Moderate | 6.94% |
Canara Robeco Short Duration Fund - Regular Plan - Growth | DEBT | Moderate | 6.81% |
Groww Short Duration Fund - Regular Plan - Growth | DEBT | Moderate | 6.63% |
Sundaram Short Duration Fund - Growth | DEBT | Moderate | 6.51% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Sundaram Short Duration Fund - Growth | DEBT | Moderate | 7.08% |
HDFC Short Term Debt Fund - Growth | DEBT | Moderate | 7.06% |
UTI Short Duration Fund - Regular Plan - Growth | DEBT | Moderate | 6.95% |
Invesco India Short Duration Fund - Growth | DEBT | Moderate | 6.44% |
Mahindra Manulife Short Duration Fund - Regular Plan - Growth | DEBT | Moderate | 6.40% |
DSP Short Term Fund - Regular Plan - Growth | DEBT | Moderate | 6.25% |
Tata Short Term Bond Fund - Regular Plan - Growth | DEBT | Moderate | 6.10% |
Mirae Asset Short Duration Fund - Regular Plan - Growth | DEBT | Moderate | 6.09% |
Bank of India Short Term Income Fund - Regular Plan - Growth | DEBT | Moderate | 5.74% |
Groww Short Duration Fund - Regular Plan - Growth | DEBT | Moderate | 5.22% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Franklin India Short Term Income Plan - Growth | DEBT | Very High | 9.84% |
UTI Short Duration Fund - Regular Plan - Growth | DEBT | Moderate | 6.93% |
ICICI Prudential Short Term Fund - Growth | DEBT | Moderate | 5.61% |
HDFC Short Term Debt Fund - Growth | DEBT | Moderate | 5.42% |
Sundaram Short Duration Fund - Growth | DEBT | Moderate | 5.09% |
Axis Short Term Fund - Regular Plan - Growth | DEBT | Moderate | 5.07% |
Bandhan Bond Fund - Short Term Plan - Regular Plan - Growth | DEBT | Moderate | 4.81% |
Kotak Bond Short Term Fund - Growth | DEBT | Moderate | 4.76% |
PGIM India Short Duration Fund - Growth | DEBT | Low to Moderate | 4.21% |
LIC MF Short Duration Fund - Regular Plan - Growth | DEBT | Moderate | 4.10% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Axis Short Term Fund - Regular Plan - Growth | DEBT | Moderate | 6.80% |
Nippon India Short Term Fund - Growth | DEBT | Moderate | 6.55% |
Kotak Bond Short Term Fund - Growth | DEBT | Moderate | 6.47% |
SBI Short Term Debt Fund - Regular Plan - Growth | DEBT | Moderate | 6.37% |
Bandhan Bond Fund - Short Term Plan - Regular Plan - Growth | DEBT | Moderate | 6.33% |
IDBI Short Term Bond Fund - Growth | DEBT | Low to Moderate | 6.30% |
DSP Short Term Fund - Regular Plan - Growth | DEBT | Moderate | 6.12% |
Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth | DEBT | Moderate | 5.95% |
Franklin India Short Term Income Plan - Growth | DEBT | Very High | 5.56% |
HSBC Short Duration Fund - Growth | DEBT | Low to Moderate | 3.14% |
Fund Managers
Mr. Kaustubh GuptaFund Manager
Mr. KaustubhGupta has over 5 years of experience. Prior to joining BSLAMC, he worked with ICICI Bank Treasury.
Mr. Mohit SharmaFund Manager
He has around 10 years of experience of which 7 years are in financial markets. He joined Birla Sun Life Asset Management Co. Ltd in October 2015. Prior to joining Birla Sun Life Asset Management Co. Ltd, he ran his own healthcare- tech business (June 2012 - May 2015). He has also worked as an Interest Rates Trader in Standard Chartered Bank (May 2007 - June 2011) and ICICI Bank Ltd (June 2006 - April 2007). He started his career in theEquity Research in Irevna Ltd (June 2005 - June 2006).
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Aditya Birla Sun Life Short Term Fund - IDCW Reinvest - Direct Plan
Aditya Birla Sun Life Short Term Fund - IDCW Reinvest - Direct Plan
Aditya Birla Sun Life Short Term Fund - IDCW Reinvest - Direct Plan
Aditya Birla Sun Life Short Term Fund - IDCW Reinvest - Direct Plan
Aditya Birla Sun Life Short Term Fund - IDCW Reinvest - Direct Plan
Aditya Birla Sun Life Short Term Fund - IDCW Reinvest - Direct Plan
Aditya Birla Sun Life Short Term Fund - IDCW Reinvest - Direct Plan
Aditya Birla Sun Life Short Term Fund - IDCW Reinvest - Direct Plan
Aditya Birla Sun Life Short Term Fund - IDCW Reinvest - Direct Plan
Aditya Birla Sun Life Short Term Fund - IDCW Reinvest - Direct Plan
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