Aditya Birla Sun Life - Individual Platinum Plus Fund | Insurance Fund Overview

NAV / 1-Day Return

10.00 / 0.00%

Total Assets

—

Inception Date

Mar 17, 2008

Expense Ratio

—

Fee Level

—

Load

None

Growth of 10,000

Returns

Asset Class	Investment	Category	Index
Equity	0.00	6.69	–
Fixed Income	20.54	72.09	–
Preferred	0.33	0.00	–
Convertible	0.00	0.00	–
Cash	68.48	20.62	–
Other	10.65	0.62	–

Stock Style

People

Inception Date

Mar 17, 2008

Number of Managers

Longest Tenure

17.0 Years

Average Tenure

17.0 Years

Advisor(s)

Birla Sun Life Insurance Co. Ltd.

Management Team

Sumit Poddar

Mar 17, 2008 –Present

Ajit Kumar PPB

Mar 17, 2008 –Present

Manager Timeline

Male
Female
Non-Binary
Not Disclosed
Not Available

Morningstar Risk & Return

Risk vs. Category

Return vs. Category

Holdings

Portfolio Holdings	# Long	# Short
Equity Holding	0	0
Bond Holding	4	0
Other Holding	8	0
Total Holding	12	0

Equity Holdings

Bond Holdings

Other Holdings

Total Holdings

—

As of —

Women Directors %

—

Women Executives %

—

Holdings	% Portfolio Weight	First Bought	Cur Currency	Share Change %	1-Year Return	Forward P/E	Economic Moat	ESG Risk Rating Assessment	Sector
HDFC Bank Ltd	—	—	—	100.00 % Decrease	28.11	—	—	—	Financial Services
ITC Ltd	—	—	—	100.00 % Decrease	7.63	—	—	—	Consumer Defensive
Reliance Industries Ltd	—	—	—	100.00 % Decrease	-11.34	—	—	—	Energy
Infosys Ltd	—	—	—	100.00 % Decrease	10.44	21.98	Narrow	—	Technology
Larsen & Toubro Ltd	—	—	—	100.00 % Decrease	-5.38	—	—	—	Industrials
Tata Consultancy Services Ltd	—	—	—	100.00 % Decrease	-3.04	22.78	Wide	—	Technology
ICICI Bank Ltd	—	—	—	100.00 % Decrease	24.19	18.73	—	—	Financial Services
Maruti Suzuki India Ltd	—	—	—	100.00 % Decrease	-3.19	22.37	—	—	Consumer Cyclical
Kotak Mahindra Bank Ltd	—	—	—	100.00 % Decrease	22.42	—	—	—	Financial Services
Mahindra & Mahindra Ltd	—	—	—	100.00 % Decrease	48.25	22.83	—	—	Consumer Cyclical

Holdings	% Portfolio Weight	Market Value as of Jun 30, 2018	Cur Currency	Share Change %	Maturity Date	Coupon Rate	Sector
10.85% Recl Ltd Ncd (Md 30/09/2018)	8.82	34,256,880	—	—	—	10.85	Corporate
9.81% Power Finance Corporation Ltd (Md 07/10/2018)	6.21	24,119,640	—	—	—	9.81	Corporate
10.85% Recl Ltd Ncd (Md 14/08/2018)	5.42	21,051,280	—	—	—	10.85	Corporate
5.69% Goi 2018 (Md 25/09/2018)	0.09	349,560	—	—	—	5.69	Government

Holdings	% Portfolio Weight	Market Value	Cur Currency	Prospectus Net Expense Ratio	1-Year Return	Morningstar Rating	Medalist Rating	Total Assets	Morningstar Category
Cblo - 02 Jul 2018	46.61	181,033,240	—	—	—	—	—	—	—
Cash & Cash Equivalent	16.17	62,804,280	—	—	—	—	—	—	—
Fullerton India Credit Co. Ltd. Cp (Md 27/09/2018)-18/04	5.70	22,138,800	—	—	—	—	—	—	—
Tata Liquid Fund - Regular - Growth	2.91	11,302,440	—	—	—	—	—	—	—
Idfc Cash Fund-Regular Plan-Growth	2.58	10,020,720	—	—	—	—	—	—	—
Kotak Liquid Regular Plan Growth	2.58	10,020,720	—	—	—	—	—	—	—
Reliance Liquid Fund-Growth Option	2.58	10,020,720	—	—	—	—	—	—	—
6% Zee Entertainment Enterprises Ltd Cum Red Non Con Pref Share	0.33	1,281,720	—	—	—	—	—	—	—

Holdings as of Jun 30, 2018 | The top 12 largest holdings are available for display across Equity, Bond and Other.

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