|Fund Type||Open Ended|
|Benchmark||CRISIL Short-Term Bond|
|Asset Size(Cr)||6330.72 (As on Mar 31, 2019)|
|Fund Manager||Kaustubh Gupta , Maneesh Dangi|
|Notes||Birla Sun Life Mutual Fund has modify the fundamental attributes of Birla Sun Life Ultra Short Term Fund and renamed as Birla Sun Life Treasury Optimizer Planw.e.f. March 12, 2014. Birla Sun Life Savings Fund - Insititutional Plan open for fresh subscript|
|Min SIP Investment||1000|
|Min Addl Investment||1000|
- Returns for less than one year are Absolute, and those for more than one year are Annualised (CAGR).
|Fund Name||Ratings||1 Yr Rtn.||3 Yr Rtn.||5 Yr Rtn.|
|Sundaram Banking & PSU Debt Fund (G)||7.34%||39.23%||4.73%|
|Axis Banking & PSU Debt Fund (G)||8.43%||7.78%||8.22%|
|Kotak Banking & PSU Debt Fund (G)||7.43%||7.62%||8.08%|
|Franklin India Banking&PSU Debt Fund (G)||8.63%||7.59%||%|
|HDFC Floating Rate Debt Fund - Wholesale Plan (G)||7.57%||7.59%||8.19%|
|No. of Investment||Amount Invested||Investment Value As on date||Units Purchased||CAGR|
| No. of Investment
|| Amount Invested
|| Investment Value As on date
|| Units Purchased || CAGR
The graph depicts the wealth generated or the historical returns offered by the SIP investments made in the selected time horizon.
|Total Amount Invested||Investment Value As on Date||Total Units Purchased||Abs. Return|
| Total Amount Invested
|| Investment Value As on Date
|| Total Units Purchased || Abs. Return
The graph depicts the wealth generated or the historical returns offered by the lump sum investments made in the selected time horizon.
|Sector||Value(In Cr)||Allocation (%)|
|Holdings||Instrument||Industry||Rating||Market Value||% to NAV|
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