Birla Sun Life Medium Term Plan

BSL Medium Term Plan Online

Over the past few months, the fund has invested in sovereign bonds to guard against the erstwhile credit concerns. Currently the G-Sec holding in the

portfolio has been brought down significantly (~11%) by booking profits. The cash and CBLO holding in the portfolio is ~28%. The surge in the supply of

credits in various spaces like promoter financing space, real estate space, infrastructure projects / cash flow based projects, securitisation space is
expected to provide ample opportunity for the fund to deploy its cash holdings going forward. Currently, the YTM of the portfolio is 9.08% and the modified duration is 1.98 yrs.

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