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Aditya Birla Sun Life Short Term Opportunities Fund - Retail Plan (G)

PLAN: Retail Plan OPTIONS: Growth
28.447 0.01 (0.04%)

NAV as on 13 Dec, 2017

CRISIL MF RANK

Not Ranked

Riskometer

MODERATE

MODERATE

  • Principal at moderate risk.
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Sep 2017) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Close Earlier call Birla Sun Life Bond Index Fund name change with effect from June 27, 2008.
View Historic Graph From     To     

Returns (NAV as on 13 Dec, 2017)

Period Returns (%) Rank #
1 mth 0.1 41
3 mth 0.7 51
6 mth 2.7 47
1 year 5.4 53
2 year 8.6 47
3 year 8.5 44
5 year 9.4 7

# Moneycontrol Rank within Credit Opportunities Funds Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 0.2 2.2 1.9 - -
2016 2.4 2.0 3.9 1.8 11.2
2015 2.4 1.2 2.6 1.5 8.3
2014 2.5 2.9 2.0 3.3 11.3
2013 2.5 3.3 0.7 2.8 10.1
2012 2.1 2.8 3.1 2.2 11.1

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (Credit Opportunities Funds)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 0.1 0.7 2.7 5.4 8.6 8.5 9.4
Category avg 0.1 1.1 3.1 7.3 8.7 8.2 6.7
Difference of Fund returns and Category returns 0.0 -0.4 -0.4 -1.9 -0.1 0.3 2.7
Best of category 1.2 2.7 6.0 10.0 11.5 10.7 10.2
Worst of category -0.2 0.5 2.3 4.2 7.0 7.0 8.8

Investment Info

Investment Objective

Birla Bond Index Fund is an open-ended income scheme. The scheme proposes to track the CRISIL Composite Bond Index. It will invest in a sample which an adequate representation of the key characteristics of the index such as market sector weightages, coupon rates, credit quality, and maturity.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date May 09, 2003
Benchmark CRISIL Short Term Bond Fund
Asset Size (Rs cr) 4,604.32 (Sep-30-2017)
Minimum Investment Rs.5000
Last Dividend N.A.
Bonus N.A.
Fund Manager Maneesh Dangi / Kaustubh Gupta
View performance of schemes managed by the Fund Manager
Notes Earlier call Birla Sun Life Bond Index Fund name change with effect from June 27, 2008.

Load Details

Entry Load N.A
Exit Load 0.50%
Load Comments Exit Load of 0.50% will be charged if units in excess of 15% are redeemed or switched-out within 90 days.

Contact Details

Regd. Office Ahura Centre, Mahakali Caves Road, MIDC, Andheri (E), Mumbai, 400093
Tel. No. 022 4356 8000
Fax No. 022 43568110/ 8111
Email connect@birlasunlife.com
Website http://www.mutualfund.birlasunlife.com

Peer Comparison

Credit Opportunities Funds Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
ABSL Medium Term - IP (G) Not Ranked
2.70 0.9 2.8 6.9 9.2 10.0
HDFC Corporate Debt Opp. -Reg (G) Rank 4
10,693.04 0.8 2.6 6.7 9.0 --
HDFC Corporate Debt Opp. -Dir (G) Rank 4
2,012.99 1.0 3.1 7.7 10.0 --
ABSL Medium Term -Direct (G) Rank 4
1,431.23 1.1 3.2 7.8 9.9 --
ABSL Medium Term - RP (G) Rank 4
9,563.65 0.9 2.8 6.9 9.2 10.0
* Returns over 1 year are Annualised More »

Portfolio

Sector Allocation (Oct 31, 17)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Oct 31, 17)

Equity 0.00
Others 0.00
Debt 95.66
Mutual Funds 0.69
Money Market 0.00
Cash / Call 3.68

View All

Concentration

Holdings (%)
Top 5 20.94
Top 10 34.54
Sector (%)
Top 3 N.A.

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