Aditya Birla Sun Life Money Market Fund - Direct Plan has delivered 36.60% absolute return over the last 5 years.
The average return for Money Market funds is 34.68% .
This fund ranks #3 in its category based on 5-year returns.
The largest portfolio holding is INDUSIND BANK LTD 29 01 2027 with a portfolio weight of 4.56% .
The fund currently owns more than 161 stocks.
The top 10 holdings account for 26.79% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 11.05% | 5.15% |
| 2 Year Return | 24.17% | 10.98% |
| 3 Year Return | 36.17% | 18.25% |
| 4 Year Return | 44.59% | 26.30% |
| 5 Year Return | 62.55% | 34.68% |
| 6 Year Return | 80.32% | 43.79% |
| 7 Year Return | 95.52% | 55.00% |
| Expense Ratio | 0.19% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
4.56%
|
||
| 2 |
3.20%
|
||
| 3 |
3.12%
|
||
| 4 |
3.01%
|
||
| 5 |
2.98%
|
||
| 6 | Finance & Investments |
2.58%
|
|
| 7 |
2.52%
|
||
| 8 |
1.64%
|
||
| 9 |
1.61%
|
||
| 10 |
1.57%
|
||
| 11 |
1.56%
|
||
| 12 |
1.56%
|
AMC: BirlaSunLife
Category: Debt • Money Market
Launch Date: 01 Jan 2013
Fund Manager: Mr. Kaustubh Gupta
Minimum Purchase: ₹1,000
Exit Load:
Lock-in: 1
Risk: Low Risk
Aditya Birla Sun Life Money Market Fund - Direct Plan is managed by BirlaSunLife and belongs to the Debt category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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