Aditya Birla Sun Life Short Term Opportunities Fund Overview

Mutual Fund

Aditya Birla Sun Life Short Term Opportunities Fund is an open ended short duration debt fund. It was launched on 9th May, 2005. The investment objective of Aditya Birla Sun Life Short Term Opportunities Fund is to generate capital and regular income by investing 100% of its portfolio in money market and debt securities. 

Aditya Birla Sun Life Short Term Opportunities Fund invests primarily in short term securities to adjust the credit risk. The investment in Aditya Birla Sun Life Short Term Opportunities Fund regular scheme is done in such a way that the Macaulay duration of the portfolio ranges between 1 to 3 years.

Aditya Birla Sun Life Short Term Opportunities Fund Facts

  • Aditya Birla Sun Life Short Term Opportunities Fund portfolio allocates 97.37% in debt fund which includes- corporate debt, commercial paper, certificate of deposits, treasury bills, PSU bonds and other money market instruments.
  • The focus of Aditya Birla Sun Life Short Term Opportunities Fund regular growth scheme is to locate and selectively invest in mispriced credit part in the market.
  • Investors with low risk appetite who choose to avoid equity exposure but want to invest in mutual fund scheme in India can easily invest in Aditya Birla Sun Life Short Term Opportunities Fund growth plan.
  • The portfolio allocation of this fund is in debt securities over a short term duration.

Top 10 Sectors of Aditya Birla Sun Life Short Term Opportunities Fund

S.No.

Holding Name

Net Assets (in %)

1

Financials

60.5

2

Infra & Cons

11.2

3

Oil & Gas 

9

4

Miscellaneous  

6.5

5

Consumer Service 

4.1

6

Automobiles

3.4

7

Unknown 

2.3

8

Consumer Production

1.7

9

SOV

1

10

Power Utilities

0.4

(as on 16/04/2019)

Top 10 Holdings of Aditya Birla Sun Life Short Term Opportunities Fund

S.No.

Holding Name

Net Assets (in %)

1

7.68% ONGC Petro Additions Limited (18/05/2020) 

6.97

2

Adani Properties Pvt Limited (27/04/2021) (ZCB) 

5.95

3

4.00% Indiabulls Housing Finance Limited (27/11/2019) 

3.69

4

7.50% Tata Motors Limited (20/10/2021) 

3.5

5

7.05% Power Finance Corporation Limited (15/05/2020) 

3.49

6

8.35% REC Limited (11/03/2022)

3.41

7

8.15% National Bank For Agriculture and Rural Development (22/08/2022) 

3.4

8

8.58% Housing Development Finance Corporation Limited (18/03/2022)

2.84

9

8.95% Punjab National Bank (03/03/2022) 

2.71

10

8.50% National Bank For Agriculture and Rural Development (31/01/2023)

2.6

(as on 16/04/2019)

Aditya Birla Sun Life Short Term Opportunities Fund Details

Launch Date- May 09, 2003

Fund Manager- Mr. Maneesh Dangi, Ms. Kaustubh Gupta

Risk- Moderate

Benchmark- CRISIL Short-Term Bond Index

Return Since Launch- 7.33%

AUM- Rs. 3552.60 crore (as on 31st Mar, 2019)

Following is the performance of Aditya Birla Sun Life Short Term Opportunities Fund- 

 

1-Year

3-Year

5-Year

10-Year

Fund

6.87

7.35

8.47

8.69

CCIL T Bill Liquidity Weight

4.35

4.24

4.75

4.55

Category

6.55

7.02

7.76

7.72

Rank within Category

12

5

3

2

Number of funds in category

28

27

27

17

As on Apr 16, 2019

 

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