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you are here: Moneycontrol Mutual Funds Credit Opportunities Funds Aditya Birla Sun Life Mutual Fund Aditya Birla Sun Life Short Term Opportunities Fund - Retail Plan (G)

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

Plan: Retail Plan | Option: Growth | Type : Open-Ended | AMFI Code: 101844
Fact Sheet Buy
28.950 0.03 ( 0.09 %)
NAV as on 21 Jun, 2018
Crisil MF Rank
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Info

Relatively Weak performance in the category

The scheme is ranked 5 in Credit Opportunities Funds category by Crisil (for quarter ended Mar 2018 ) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

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Returns (NAV as on Jun 21, 2018)
Period Returns(%) Rank#
1 Month 0.7 40
3 Months 0.8 37
6 Months 1.9 45
1 Year 4.4 47
2 Years 7.0 51
3 Years 7.6 47
5 Years 8.4 30

# Moneycontrol Rank within 52 Credit Opportunities Funds Schemes

*Returns over 1 year are Annualised

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

Absolute Returns (in %)
Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 1.5 - - - -
2017 0.2 2.2 1.9 0.5 5.0
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

View where it stands within its peers

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Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns 0.7 0.8 1.9 4.4 4.4 7 7.6
Category average 0.7 1.1 2.5 5.4 7.9 8.2 6.3
Difference of Fund returns and Category returns 0 -0.3 -0.6 -1 -3.5 -1.2 1.3
Best of Category 1 5.1 5.5 8 9.9 10.3 9.8
Worst of Category 0.6 0.5 1.6 3.9 7 7.6 7
Benchmark returns # 0 0 0 0 0 0 0
Difference of Fund returns and Benchmark returns 0 0 0 0 0 0 0

Investment Information

Investment Objective

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

Registrars
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
peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
Aditya Birla Sun Life Medium Term Plan - Institutional Plan (G) 2.60 21.5 1.2 2.5 5.1 8.4 9.1
HDFC Credit Risk Debt Fund - Regular Plan (G) 11,131.67 14.4 0.5 1.6 3.9 8.0 0.0
HDFC Credit Risk Debt Fund - Direct Plan (G) 2,635.10 15 0.8 2.0 4.9 9.0 0.0
Aditya Birla Sun Life Medium Term Plan - Direct Plan (G) 1,807.22 22.9 1.4 2.9 5.9 9.2 9.8
Reliance Credit Risk Fund - Direct Plan (G) 1,712.82 25.5 1.1 2.7 6.2 8.9 9.4
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on May 31, 2018
Company Sector Value %Assets
7.68% ONGC Petro Additions Limited (18/05/2020) ICRA AAA(SO) 245.33 5.74
Tata Motors Finance Limited (12/03/2019) (ZCB) CRISIL AA 181.42 4.24
4.00% Indiabulls Housing Finance Limited (27/11/2019) CARE AAA 150.56 3.52
Wadhawan Global Capital Pvt Limited (31/07/2020) (ZCB) CARE AAA(SO) 130.00 3.51
8.81% Tata Power Company Limited (12/01/2023) (FRN) CARE AA 149.94 3.51
Wadhawan Global Capital Pvt Limited (02/08/2022) (ZCB) CARE AAA(SO) 149.23 3.49
7.50% Tata Motors Limited (20/10/2021) CARE AA+ 130.00 3.04
State Government Securities (23/01/2023) SOV 125.95 2.94
7.95% Power Finance Corporation Limited (13/05/2019) CRISIL AAA 150.56 2.68
Shriram Transport Finance Company Limited (18/01/2019) (ZCB) CRISIL AA+ 105.78 2.47
Asset Allocation (%) As on May 31, 2018
Equity 0.00
Others 0.00
Debt 91.40
Mutual Funds 0.00
Money Market 4.48
Cash / Call 4.17
Sector Allocation (%) As on May 31, 2018
Sector %
No Sector Allocation Data Available
Concentration As on May 31, 2018
Holdings %
Top 5 20.52
Top 10 91.4
Sectors %
Top 3 0
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