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Top 4 Mutual Funds for Low Risk Investors

Updated on August 20, 2019 , 50 views

If you are approaching retirement or are a newbie to Mutual Funds or if you are looking for an investment that won’t cause you much loss and protect your funds at the same time, then we have got some options that you need to have a look at. Low-risk Ideally, low-risk investors are the one who wants to invest their money, but don’t want to risk their investments. In other words, they want to make a safe investment in Mutual Funds.

Debt fund, a type of Mutual Fund, have some of the best low-risk investments for conservative investors. As debt funds invest in government Bonds, money market securities, etc., they carry a lower risk, compared to equities. Also, since these funds have a low-risk, the maturity duration of these funds is short, varying from a few days to a year. But, these funds are known for this short-term returns. Risk-averse investors can invest in these funds for a short duration and earn optimal returns.

Best Low Risk Mutual Funds for Low Risk Investors

Overnight Funds

These are a debt scheme that will invest in bonds that mature in a day. In other words, investment is done in overnight securities with a maturity of one day. This is a safe option for investors who want to park money without worrying about risks and returns. Some overnight scheme, in order to generate credit risk-free return by way of income or growth, invests in Central Government Securities, Treasury Bills, Call Money and Repos. This is a great option for investors who want to invest their surplus amount for a night. However, one who don't want to redeem their fund overnight, can let it remain in the scheme.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2018 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
UTI Overnight Fund Growth ₹2,636.71
↑ 0.36
₹1,1501.42.96.26.15.95.7%1D
SBI Overnight Fund Growth ₹3,135.04
↑ 0.43
₹2,1151.42.96.166.20%
HDFC Overnight Fund Growth ₹2,873.86
↑ 0.40
₹8,6711.42.8666.15.59%1D1D
L&T Cash Fund Growth ₹1,449.94
↑ 0.18
₹5721.22.55.45.55.50%
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Aug 19

Liquid Funds

Liquid Funds invest in securities that have a low maturity period, usually less than 91 days. These funds mainly invest in treasury bills, commercial papers, term deposit, etc. Liquid funds provide easy liquidity and are least volatile than the other types of debt instruments. Also, liquids are a better option than traditional bank Savings Account. In comparison to bank account, liquid funds provide 7-8% of annual interest. Generally, anyone having idle cash in their savings account must have thought of Investing it somewhere to make more money out of it. Investors who want risk-free investment can ideally prefer investing in these funds.

FundNAVNet Assets (Cr)1 MO (%)3 MO (%)6 MO (%)1 YR (%)2018 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
DHFL Pramerica Insta Cash Fund Growth ₹248.686
↑ 0.04
₹5810.51.73.57.57.46.13%1M 6D1M 6D
JM Liquid Fund Growth ₹52.3238
↑ 0.01
₹1,3340.51.73.57.47.46.49%10D10D
Indiabulls Liquid Fund Growth ₹1,863.12
↑ 0.29
₹2,1300.51.73.47.27.35.97%1M 2D1M 2D
Principal Cash Management Fund Growth ₹1,695.47
↑ 0.24
₹2220.51.53.2-2.3-1.85.74%7D7D
Reliance Liquid Fund  Growth ₹4,665.4
↑ 0.71
₹26,4990.51.73.67.57.46.18%1M 7D1M 10D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Aug 19

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Ultra Short Term Funds

Ultra short duration funds invest in fixed income instruments which have a Macaulay duration between three to six months. Ultra short-term funds help investors avoid interest rate risks and also offer better returns compared to liquid debt funds. These funds are short-term investments that are highly suitable for investors who are willing to marginally increase the risk of investment to earn good returns. Typically, the yield on a debt instrument is higher for instruments with longer maturities. Thus, securities in ultra short mutual funds usually earn a higher yield as compared to Liquid funds (albeit at a relatively higher risk). As a result, ultra short term funds may give marginally better returns than liquid funds over comparable periods of time.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2018 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Franklin India Ultra Short Bond Fund - Super Institutional Plan Growth ₹27.2245
↑ 0.01
₹19,9542.44.79.98.98.79.67%6M 7D7M 6D
Aditya Birla Sun Life Savings Fund Growth ₹381.955
↑ 0.08
₹15,2372.34.58.97.97.67.25%6M 11D7M 2D
BOI AXA Ultra Short Duration Fund Growth ₹2,332.73
↑ 0.44
₹3222.14.18.187.66.72%5M 5D5M 22D
Indiabulls Ultra Short Term Fund Growth ₹1,868.59
↑ 0.26
₹8524.187.57.16.62%3M 29D
UTI Ultra Short Term Fund Growth ₹2,987.62
↑ 0.53
₹3,133-2.3-0.53.15.778%4M 28D5M 25D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Aug 19

Money Market Funds

The money market fund invests in many markets such as commercial/treasury bills, commercial papers, Certificate of Deposit and other instruments specified by the Reserve Bank of India (RBI). These investments are a good option for risk-averse investors who want to earn good returns in short duration. This debt scheme will invest in money market instruments having a maturity up to one year. The performance of Money market funds is closely tied to the interest rates set by the Reserve Bank of India, the Central Bank of India. So, when RBI raises rates in the market, yields increase, and money market funds are able to give good returns.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2018 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Aditya Birla Sun Life Money Manager Fund Growth ₹258.816
↑ 0.04
₹11,7552.34.48.87.67.90%
UTI Money Market Fund Growth ₹2,168.9
↑ 0.25
₹6,4722.24.38.67.57.86.61%6M 1D
Kotak Money Market Scheme Growth ₹3,177.01
↑ 0.53
₹10,2222.24.38.67.57.76.51%4M 24D4M 24D
ICICI Prudential Money Market Fund Growth ₹267.189
↑ 0.04
₹9,0642.24.28.47.47.76.39%4M 12D4M 20D
L&T Money Market Fund Growth ₹18.8135
↑ 0.00
₹7231.52.86.87.37.36.45%6M6M 11D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Aug 19

1. Franklin India Ultra Short Bond Fund - Super Institutional Plan

To provide a combination of regular income and high liquidity by investing primarily in a mix of short term debt and money market instruments.

Franklin India Ultra Short Bond Fund - Super Institutional Plan is a Debt - Ultrashort Bond fund was launched on 18 Dec 07. It is a fund with Moderate risk and has given a CAGR/Annualized return of 9% since its launch.  Return for 2018 was 8.7% , 2017 was 8.2% and 2016 was 9.7% .

Below is the key information for Franklin India Ultra Short Bond Fund - Super Institutional Plan

Franklin India Ultra Short Bond Fund - Super Institutional Plan
Growth
Launch Date 18 Dec 07
NAV (22 Aug 19) ₹27.2245 ↑ 0.01   (0.03 %)
Net Assets (Cr) ₹19,954 on 31 Jul 19
Category Debt - Ultrashort Bond
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderate
Expense Ratio 0.37
Sharpe Ratio 8.72
Information Ratio 3.41
Alpha Ratio 0.14
Min Investment 10,000
Min SIP Investment 500
Exit Load NIL
Yield to Maturity 9.67%
Effective Maturity 7 Months 6 Days
Modified Duration 6 Months 7 Days

Growth of 10,000 investment over the years.

DateValue
31 Jul 14₹10,000
31 Jul 15₹10,987
31 Jul 16₹12,048
31 Jul 17₹13,169
31 Jul 18₹14,173
31 Jul 19₹15,552

Franklin India Ultra Short Bond Fund - Super Institutional Plan SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹209,201.
Net Profit of ₹29,201
Invest Now

Returns for Franklin India Ultra Short Bond Fund - Super Institutional Plan

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 19

DurationReturns
1 Month 0.8%
3 Month 2.4%
6 Month 4.7%
1 Year 9.9%
3 Year 8.9%
5 Year 9.2%
10 Year
15 Year
Since launch 9%
Historical performance (Yearly) on absolute basis
YearReturns
2018 8.7%
2017 8.2%
2016 9.7%
2015 9.7%
2014 10%
2013 10%
2012 10.3%
2011 9.4%
2010 5.9%
2009 6.1%
Fund Manager information for Franklin India Ultra Short Bond Fund - Super Institutional Plan
NameSinceTenure
Santosh Kamath25 Oct 180.6 Yr.
Pallab Roy1 Jun 0811 Yr.

Data below for Franklin India Ultra Short Bond Fund - Super Institutional Plan as on 31 Jul 19

Asset Allocation
Asset ClassValue
Cash22.69%
Debt70.31%
Other7%
Debt Sector Allocation
SectorValue
Corporate68.57%
Cash Equivalent22.69%
Government1.74%
Credit Quality
RatingValue
A39.39%
AA43.8%
AAA16.81%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Call, Cash & Other Assets
Receivables | -
7%₹1,396 Cr
Vedanta Limited
Debentures | -
4%₹788 Cr7,900
↑ 1,950
Vodafone Mobile Services Limited
Debentures | -
4%₹775 Cr7,990
DOLVI Minerals & Metals Private Limited
Debentures | -
3%₹695 Cr3,910
↑ 130
Renew Power Ventures Private Limited
Debentures | -
3%₹662 Cr6,740
JM FINANCIAL CREDIT SOLUTIONS LIMITED
Debentures | -
3%₹539 Cr5,400
↑ 5,400
REC LIMITED
Commercial Paper | -
2%₹459 Cr9,500
Indostar Capital Finance Limited
Debentures | -
2%₹439 Cr4,400
REC LIMITED
Commercial Paper | -
2%₹396 Cr8,000
INDOSTAR CAPITAL FINANCE LIMITED
Debentures | -
2%₹391 Cr3,900
↑ 3,900

2. Franklin India Savings Fund

(Erstwhile Franklin India Savings Plus Fund Retail Option)

Aims to provide income consistent with the prudent risk from a portfolio comprising substantially of floating rate debt instruments, fixed rate debt instruments swapped for floating rate returns, and also fixed rate instruments and money market instruments.

Franklin India Savings Fund is a Debt - Money Market fund was launched on 11 Feb 02. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 7.5% since its launch.  Ranked 47 in Money Market category.  Return for 2018 was 7.5% , 2017 was 7.2% and 2016 was 8.1% .

Below is the key information for Franklin India Savings Fund

Franklin India Savings Fund
Growth
Launch Date 11 Feb 02
NAV (22 Aug 19) ₹35.5447 ↑ 0.00   (0.01 %)
Net Assets (Cr) ₹2,010 on 31 Jul 19
Category Debt - Money Market
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately Low
Expense Ratio 0.32
Sharpe Ratio 7.37
Information Ratio 1.25
Alpha Ratio 0.33
Min Investment 10,000
Min SIP Investment 500
Exit Load NIL
Yield to Maturity 6.8%
Effective Maturity 7 Months 18 Days
Modified Duration 7 Months 2 Days

Growth of 10,000 investment over the years.

DateValue
31 Jul 14₹10,000
31 Jul 15₹10,874
31 Jul 16₹11,768
31 Jul 17₹12,684
31 Jul 18₹13,538
31 Jul 19₹14,719

Franklin India Savings Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹206,148.
Net Profit of ₹26,148
Invest Now

Returns for Franklin India Savings Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 19

DurationReturns
1 Month 0.8%
3 Month 2.4%
6 Month 4.6%
1 Year 8.9%
3 Year 7.8%
5 Year 8.1%
10 Year
15 Year
Since launch 7.5%
Historical performance (Yearly) on absolute basis
YearReturns
2018 7.5%
2017 7.2%
2016 8.1%
2015 8.3%
2014 8.9%
2013 9.1%
2012 9.8%
2011 8.7%
2010 5.5%
2009 6.9%
Fund Manager information for Franklin India Savings Fund
NameSinceTenure
Umesh Sharma25 Oct 180.6 Yr.
Pallab Roy6 Jun 0810.99 Yr.

Data below for Franklin India Savings Fund as on 31 Jul 19

Asset Allocation
Asset ClassValue
Cash97.87%
Other2.13%
Debt Sector Allocation
SectorValue
Cash Equivalent97.87%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Power Finance Corporation Ltd.
Commercial Paper | -
5%₹100 Cr2,090
RELIANCE RETAIL LIMITED
Commercial Paper | -
5%₹98 Cr2,000
LIC Housing Finance Limited
Commercial Paper | -
5%₹94 Cr2,000
ICICI BANK LIMITED
Certificate of Deposit | -
5%₹94 Cr10,000
↑ 10,000
HOUSING DEVELOPMENT FINANCE CORPORATION LIMITED
Commercial Paper | -
5%₹94 Cr2,000
↑ 2,000
FULLERTON INDIA CREDIT COMPANY LTD
Commercial Paper | -
5%₹93 Cr2,000
↑ 2,000
HDFC Bank Limited
Certificate of Deposit | -
4%₹77 Cr8,000
REC LIMITED
Commercial Paper | -
4%₹77 Cr1,600
Bank Of Baroda
Certificate of Deposit | -
4%₹72 Cr7,500
National Bank For Agriculture And Rural Development
Certificate of Deposit | -
4%₹72 Cr7,500

3. Aditya Birla Sun Life Savings Fund

The primary objective of the schemes is to generate regular income through investments in debt and money market instruments. Income maybe generated through the receipt of coupon payments or the purchase and sale of securities in the underlying portfolio. The schemes will under normal market conditions, invest its net assets in fixed income securities, money market instruments, cash and cash equivalents.

Aditya Birla Sun Life Savings Fund is a Debt - Ultrashort Bond fund was launched on 16 Apr 03. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 7.8% since its launch.  Ranked 6 in Ultrashort Bond category.  Return for 2018 was 7.6% , 2017 was 7.2% and 2016 was 9.2% .

Below is the key information for Aditya Birla Sun Life Savings Fund

Aditya Birla Sun Life Savings Fund
Growth
Launch Date 16 Apr 03
NAV (22 Aug 19) ₹381.955 ↑ 0.08   (0.02 %)
Net Assets (Cr) ₹15,237 on 31 Jul 19
Category Debt - Ultrashort Bond
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately Low
Expense Ratio 0.35
Sharpe Ratio 8.98
Information Ratio 0.4
Alpha Ratio 3.1
Min Investment 1,000
Min SIP Investment 1,000
Exit Load NIL
Yield to Maturity 7.25%
Effective Maturity 7 Months 2 Days
Modified Duration 6 Months 11 Days

Growth of 10,000 investment over the years.

DateValue
31 Jul 14₹10,000
31 Jul 15₹10,943
31 Jul 16₹11,942
31 Jul 17₹12,934
31 Jul 18₹13,777
31 Jul 19₹14,991

Aditya Birla Sun Life Savings Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹206,148.
Net Profit of ₹26,148
Invest Now

Returns for Aditya Birla Sun Life Savings Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 19

DurationReturns
1 Month 0.8%
3 Month 2.3%
6 Month 4.5%
1 Year 8.9%
3 Year 7.9%
5 Year 8.4%
10 Year
15 Year
Since launch 7.8%
Historical performance (Yearly) on absolute basis
YearReturns
2018 7.6%
2017 7.2%
2016 9.2%
2015 8.9%
2014 9.7%
2013 9.5%
2012 9.7%
2011 9.2%
2010 5.8%
2009 5.8%
Fund Manager information for Aditya Birla Sun Life Savings Fund
NameSinceTenure
Sunaina Cunha11 Oct 144.31 Yr.
Kaustubh Gupta15 Jul 117.55 Yr.

Data below for Aditya Birla Sun Life Savings Fund as on 31 Jul 19

Asset Allocation
Asset ClassValue
Cash47.95%
Debt52.05%
Debt Sector Allocation
SectorValue
Cash Equivalent47.95%
Corporate35.21%
Government12.85%
Securitized3.98%
Credit Quality
RatingValue
AA16.48%
AAA83.52%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Power Finance Corporation Ltd.
Debentures | -
3%₹464 Cr4,650
HOUSING DEVELOPMENT FINANCE CORPORATION LIMITED
Commercial Paper | -
3%₹443 Cr9,000
↓ -2,000
Rural Electrification Corporation Limited
Debentures | -
3%₹427 Cr4,263
↑ 2,500
Bharti Telecom Limited
Debentures | -
3%₹392 Cr3,500
↑ 1,000
IndusInd Bank Limited
Certificate of Deposit | -
2%₹344 Cr35,000
Net Receivables / (Payables)
Net Current Assets | -
2%₹343 Cr
AXIS BANK LIMITED
Certificate of Deposit | -
2%₹342 Cr35,000
↑ 10,000
Reliance Industries Limited
Debentures | -
2%₹313 Cr3,150
POWER FINANCE CORPORATION LIMITED
Debentures | -
2%₹307 Cr3,050
↑ 500
Rural Electrification Corporation Limited
Debentures | -
2%₹301 Cr3,000

4. HDFC Money Market Fund

(Erstwhile HDFC Cash Management Fund - Savings Plan)

To generate optimal returns while maintaining safety and high liquidity.

HDFC Money Market Fund is a Debt - Money Market fund was launched on 18 Nov 99. It is a fund with Low risk and has given a CAGR/Annualized return of 7.3% since its launch.  Ranked 41 in Money Market category.  Return for 2018 was 7.4% , 2017 was 6.5% and 2016 was 7.5% .

Below is the key information for HDFC Money Market Fund

HDFC Money Market Fund
Growth
Launch Date 18 Nov 99
NAV (22 Aug 19) ₹4,016.85 ↑ 0.52   (0.01 %)
Net Assets (Cr) ₹6,867 on 31 Jul 19
Category Debt - Money Market
AMC HDFC Asset Management Company Limited
Rating
Risk Low
Expense Ratio 0.31
Sharpe Ratio 7.39
Information Ratio 0.36
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment
Exit Load NIL
Yield to Maturity 6.74%
Effective Maturity 6 Months 16 Days
Modified Duration 5 Months 26 Days

Growth of 10,000 investment over the years.

DateValue
31 Jul 14₹10,000
31 Jul 15₹10,876
31 Jul 16₹11,734
31 Jul 17₹12,514
31 Jul 18₹13,357
31 Jul 19₹14,485

HDFC Money Market Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹203,125.
Net Profit of ₹23,125
Invest Now

Returns for HDFC Money Market Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 19

DurationReturns
1 Month 0.8%
3 Month 2.4%
6 Month 4.5%
1 Year 8.6%
3 Year 7.3%
5 Year 7.7%
10 Year
15 Year
Since launch 7.3%
Historical performance (Yearly) on absolute basis
YearReturns
2018 7.4%
2017 6.5%
2016 7.5%
2015 8.3%
2014 9.1%
2013 9.2%
2012 9.7%
2011 8.9%
2010 5.4%
2009 5.5%
Fund Manager information for HDFC Money Market Fund
NameSinceTenure
Anil Bamboli25 Jul 126.93 Yr.
Amar Kalkundrikar10 Jan 190.47 Yr.

Data below for HDFC Money Market Fund as on 31 Jul 19

Asset Allocation
Asset ClassValue
Cash100%
Debt Sector Allocation
SectorValue
Cash Equivalent100%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
TATA SONS PRIVATE LIMITED
Commercial Paper | -
9%₹592 Cr12,300
↑ 1,800
Collateralised Borrowing & Lending Obligation
CBLO | -
5%₹345 Cr
Indian Bank
Certificate of Deposit | -
5%₹337 Cr35,000
REC LIMITED
Commercial Paper | -
5%₹337 Cr7,000
Power Finance Corporation Ltd.
Commercial Paper | -
5%₹337 Cr7,000
CANFIN Homes Limited
Commercial Paper | -
4%₹288 Cr6,000
↑ 1,000
SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA
Certificate of Deposit | -
4%₹273 Cr28,500
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT
Certificate of Deposit | -
4%₹266 Cr27,500
CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD (CHOLAMANDALAM DBS FINANCE LTD)
Commercial Paper | -
4%₹258 Cr5,400
LIC HOUSING FINANCE LIMITED
Commercial Paper | -
4%₹244 Cr5,000

5. Aditya Birla Sun Life Money Manager Fund

(Erstwhile Aditya Birla Sun Life Floating Rate Fund - Short Term)

The primary objective of the schemes is to generate regular income through investment in a portfolio comprising substantially of floating rate debt / money market instruments. The schemes may invest a portion of its net assets in fixed rate debt securities and money market instruments.

Aditya Birla Sun Life Money Manager Fund is a Debt - Money Market fund was launched on 13 Oct 05. It is a fund with Low risk and has given a CAGR/Annualized return of 7.1% since its launch.  Ranked 7 in Money Market category.  Return for 2018 was 7.9% , 2017 was 6.8% and 2016 was 7.7% .

Below is the key information for Aditya Birla Sun Life Money Manager Fund

Aditya Birla Sun Life Money Manager Fund
Growth
Launch Date 13 Oct 05
NAV (22 Aug 19) ₹258.816 ↑ 0.04   (0.02 %)
Net Assets (Cr) ₹11,755 on 31 Jul 19
Category Debt - Money Market
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Low
Expense Ratio 0.33
Sharpe Ratio 8.6
Information Ratio 1.39
Alpha Ratio -0.09
Min Investment 1,000
Min SIP Investment 1,000
Exit Load NIL
Yield to Maturity 0%
Effective Maturity
Modified Duration

Growth of 10,000 investment over the years.

DateValue
31 Jul 14₹10,000
31 Jul 15₹10,884
31 Jul 16₹11,765
31 Jul 17₹12,576
31 Jul 18₹13,476
31 Jul 19₹14,644

Aditya Birla Sun Life Money Manager Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹203,125.
Net Profit of ₹23,125
Invest Now

Returns for Aditya Birla Sun Life Money Manager Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 19

DurationReturns
1 Month 0.7%
3 Month 2.3%
6 Month 4.4%
1 Year 8.8%
3 Year 7.6%
5 Year 7.9%
10 Year
15 Year
Since launch 7.1%
Historical performance (Yearly) on absolute basis
YearReturns
2018 7.9%
2017 6.8%
2016 7.7%
2015 8.4%
2014 9.2%
2013 9.4%
2012 9.8%
2011 9%
2010 5.7%
2009 5.5%
Fund Manager information for Aditya Birla Sun Life Money Manager Fund
NameSinceTenure
Kaustubh Gupta15 Jul 117.88 Yr.
Mohit Sharma1 Apr 172.16 Yr.

Data below for Aditya Birla Sun Life Money Manager Fund as on 31 Jul 19

Asset Allocation
Asset ClassValue
Cash100%
Debt Sector Allocation
SectorValue
Cash Equivalent100%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bank Of Baroda
Certificate of Deposit | -
3%₹385 Cr40,000
↑ 5,000
Power Finance Corporation Ltd.
Commercial Paper | -
3%₹385 Cr8,000
KOTAK MAHINDRA BANK LIMITED (FORMERLY KOTAK MAHINDRA FINANCE LIMITED)
Certificate of Deposit | -
3%₹366 Cr37,500
↑ 7,500
AXIS BANK LIMITED
Certificate of Deposit | -
3%₹363 Cr37,500
National Bank For Agriculture And Rural Development
Commercial Paper | -
3%₹337 Cr7,000
↓ -1,000
Small Industries Development Bank Of India
Certificate of Deposit | -
3%₹329 Cr34,000
HOUSING DEVELOPMENT FINANCE CORPORATION LIMITED
Commercial Paper | -
3%₹317 Cr6,600
↑ 1,600
National Bank For Agriculture And Rural Development
Certificate of Deposit | -
3%₹313 Cr32,500
REC LIMITED
Commercial Paper | -
3%₹313 Cr6,500
↑ 1,000
INDUSIND BANK LIMITED
Certificate of Deposit | -
3%₹307 Cr31,500

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Disclaimer:
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