Aditya Birla Sun Life Short Term Opportunities Fund - Growth - Regular Plan

Category: Debt: Short Duration
Launch Date: 09-05-2003
Asset Class: Fixed Interest
Benchmark: Crisil Short Term Bond Fund Index
Expense Ratio: 1.13% As on ( 31-10-2018)
Status: Open Ended Schemes(Debt Scheme - Short Duration Fund) for subscription
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 3,906.73 Cr As on ( 31-10-2018)
Turn over: 0.0
NAV as on 07-12-2018

30.0821

0 ( 0.0013% )

CAGR Since Inception

7.28%

PERFORMANCE of Aditya Birla Sun Life Short Term Opportunities Fund - Growth - Regular Plan

Scheme Performance (%) Data as on - 07-12-2018

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Aditya Birla Sun Life Short Term Opportunities Fund - Growth - Regular Plan 5.63 7.69 8.59 8.84 7.28
Benchmark - - - - -
Debt: Short Duration 5.33 7.05 7.91 7.92 7.44

Yearly Performance (%)

Fund Managers

Mr. Kaustubh Gupta, Mr. Maneesh Dangi

Mr. Gupta is a B.Com and a Chartered Accountant. Prior to joining Birla Sun Life AMC he has worked with ICICI Bank.

Investment Objective

The fund seeks to generate higher returns with greater stability from a portfolio of debt and money market instruments with relatively low levels of interest rate risk.

RETURNS CALCULATOR for Aditya Birla Sun Life Short Term Opportunities Fund - Growth - Regular Plan

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Key Performance and Risk Statistics of Aditya Birla Sun Life Short Term Opportunities Fund - Growth - Regular Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Aditya Birla Sun Life Short Term Opportunities Fund - Growth - Regular Plan 2.08 2.94 -6.2 1.85 7.62 3.15
Debt: Short Duration - - - - - -

PEER COMPARISION of Aditya Birla Sun Life Short Term Opportunities Fund - Growth - Regular Plan

Period
Data as on - 07-12-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Aditya Birla Sun Life Short Term Opportunities Fund - Growth - Regular Plan 09-05-2003 5.63 5.6 7.69 8.59 8.84
Franklin India Short-Term Income Plan-Growth 31-01-2002 7.22 8.12 8.19 9.09 9.24
Baroda Short Term Bond Fund - Plan A - Growth Option 30-06-2010 6.52 7.22 7.96 8.42 0.0
Indiabulls Short Term Fund - Regular Plan - Growth Option 13-09-2013 6.51 6.47 7.2 7.94 0.0
HDFC Short Term Debt Fund - Normal Dividend Option 18-12-2014 6.32 6.6 7.5 0.0 0.0
HDFC Short Term Debt Fund - Growth Option 25-06-2010 6.32 6.6 7.5 8.37 0.0
BNP PARIBAS Short Term Fund-Regular Plan-Growth Option 13-09-2004 5.98 6.0 7.26 8.01 7.82
BNP PARIBAS SHORT TERM FUND GROWTH OPTION 13-09-2004 5.86 5.93 7.14 7.91 5.11
IDBI Short Term Bond Fund Growth 23-03-2011 5.83 5.82 6.63 7.5 0.0
Baroda Short Term Bond Fund - Plan A - Quarterly Dividend Payout 23-12-2016 5.8 0.0 0.0 0.0 0.0

PORTFOLIO ANALYSIS of Aditya Birla Sun Life Short Term Opportunities Fund - Growth - Regular Plan

Asset Allocation (%)

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