ABSL Short Term Opportunities Fund - Growth - Regular Plan

Fund Returns

NAV Rs. 36.43 -0.05 %
(as on Jan. 15, 2021)
1 yr Return 10.56 %
3 yr. Return 8.59 %
5 yr. Return 8.53 %

Fund Returns

NAV 1 yr Return 3 yr. Return 5 yr. Return
Rs. 36.43 -0.05 %
(as on Jan. 15, 2021)
10.56 % 8.59 % 8.53 %

NAV Movement

1 Month 3 Months 6 Months 1 Year 3 Years 5 Years 10 Years

Calculate SIP Growth

SIP Start Date

SIP End Date

Scheme Details

Launch Date May 9, 2003
Fund Size Rs. 8531.55 cr.
Category Fixed Income | Short Duration Fund
Fund Manager Kaustubh Gupta
AMC Aditya Birla Sun Life AMC Limited
Fund Benchmark Crisil Short Term Bond Fund Index
Risk Profile Conservative
Risk Rating 2 / 10

Investment Information

Min. Investment Rs. 1000.00
Min. Investment SIP Rs. 1000.00
Expense Ratio 1.13 %
Exit load Nil

Investment Objective

The investment objective of the scheme is to generate income and capital appreciation byinvesting 100% of the corpus in a diversified portfolio of debt and money market securities

Performance

1M 3M 6M 1Y 3Y 5Y
Fund 0.18 1.4 4.15 10.56 8.59 8.53
Rank Within Category 109 93 None 51 35 20

Fund Schemes Concentrations

# of Securities 352
Top 10 Securities 40.36 %
Top 5 Securities 23.71 %
Top 3 Securities 16.26 %
# of Sectors 15
Top 10 Sectors 97.41 %
Top 5 Sectors 89.86 %
Top 3 Sectors 76.44 %

AMC Contact Information

AMC Aditya Birla Sun Life AMC Limited
Address One India Bulls Centre , Tower 1, 17th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road,, Mumbai - 400 013
Email connect@birlasunlife.com
Website https://mutualfund.adityabirlacapital.com/

Scheme Details

Launch Date May 9, 2003 Fund Size Rs. 8531.55 cr.
Category Fixed Income | Short Duration Fund Fund Manager Kaustubh Gupta
AMC Aditya Birla Sun Life AMC Limited Fund Benchmark Crisil Short Term Bond Fund Index
Risk Profile Conservative Risk Rating 2 / 10

Investment Information

Min. Investment Min. Investment SIP Expense Ratio Exit Load
Rs. 1000.00 Rs. 1000.00 1.13 % Nil

Investment Objective

The investment objective of the scheme is to generate income and capital appreciation byinvesting 100% of the corpus in a diversified portfolio of debt and money market securities

Performance

1M 3M 6M 1Y 3Y 5Y
Fund 0.18 1.4 4.15 10.56 8.59 8.53
Rank Within Category 109 93 None 51 35 20

Peer Funds

Fund Return 1Y (%) Return 3Y (%) Return 5Y (%) AUM(cr.)
ABSL Short Term Opportunities Fund - Growth - Regular Plan 10.56 8.59 8.53 8,531.55
IDFC GSF -Constant Maturity Plan - Regular Plan- Growth 13.55 12.89 10.93 344.26
ICICI Prudential Constant Maturity Gilt Fund - Growth 13.37 12.05 10.61 327.41
IDFC GSF - Investment Plan - Regular Plan-Growth 14.21 11.49 10.16 2,177.80
SBI Magnum Constant Maturity Fund - Regular Plan - Growth 11.94 11.04 10.37 809.26
DSP Government Securities Fund - Regular Plan - Growth 13.43 11.03 9.83 606.84

Fund Schemes Concentrations

# of Securities 352
Top 10 Securities 40.36 %
Top 5 Securities 23.71 %
Top 3 Securities 16.26 %
# of Sectors 15
Top 10 Sectors 97.41 %
Top 5 Sectors 89.86 %
Top 3 Sectors 76.44 %

AMC Contact Information

AMC Aditya Birla Sun Life AMC Limited
Address One India Bulls Centre , Tower 1, 17th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road,, Mumbai - 400 013
Email connect@birlasunlife.com
Website https://mutualfund.adityabirlacapital.com/