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Home>Mutual Funds>Aditya Birla Sun Life Mutual Fund>Aditya Birla Sun Life Dual Advantage Fund Series 2 Direct IDCW

Aditya Birla Sun Life Dual Advantage Fund Series 2 Direct IDCW

Hybrid
Conservative Hybrid
Moderate Risk
9.27%
3Y annualised
+0.01% 1D
1M
6M
1Y
3Y
All
NAV: 28 Apr 2022₹10.00
Min. SIP amountNA
RatingNA
Fund size₹60.14Cr

Returns and rankings

Category: Hybrid Conservative Hybrid
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA5.3%9.3%9.7%
Category averageNA13.0%8.0%NA
Rank with in categoryNA132NA
Understand terms

Holdings (20)

NameSectorInstrumentAssets
Bajaj Finance Ltd.FinancialZCB9.8%
Bajaj Housing Finance Ltd.FinancialDebenture9.7%
Housing & Urban Development Corporation Ltd.FinancialNCD8.3%
ICICI Bank Ltd.FinancialEquity3.2%
State Bank of IndiaFinancialEquity2.7%
Metropolis Healthcare Ltd.HealthcareEquity2.6%
Atul Ltd.ChemicalsEquity2.2%
HDFC Bank Ltd.FinancialEquity2.1%
Housing Development Finance Corpn. Ltd.FinancialEquity1.8%
Voltas Ltd.Consumer DiscretionaryEquity1.6%
See All

Expense ratio, exit load and tax

Expense ratio: NA

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Dhaval Shah
Dec 2021 - Present
View details

Education
Mr.Shah has done B.Com. from University of Mumbai & MBA from Somaiya Institute of Management Studies & Research. He also holds CFA designation.
Experience
Prior to joining Aditya Birla Sunlife Mutual Fund he has worked with HDFC Mutual Fund, Reliance Mutual Fund, Morgan Stanley.
Also manages these schemes

Lovelish Solanki
Dec 2021 - Present
View details

Education
He has done BMS and MMS in finance.
Experience
Prior to joining Aditya Birla Sun Life AMC Limited, he was Equity /Equity Derivatives - Trader at Union KBC Asset Management Co Limited since February 2011. Before that he worked at Edleweiss Asset Management Co. Ltd since January 2008.
Also manages these schemes

Mohit Sharma
Jan 2019 - Present
View details

Education
Mr. Sharma is B Tech (IIT - Madras) and PGDCM (IIM Calcutta).
Experience
Prior to joining Aditya Birla Sun Life AMC, he ran his own healthcare-tech business (June 2012 - May 2015). he has also worked as an Interest Rates Trader in Standard Chartered Bank (May 2007 - June 2011) and ICICI Bank Ltd (June 2006 - April 2007). He started his career in the Equity Research in Irevna Ltd (June 2005 - June 2006).
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
One India Bulls Center - Tower 1,17th Floor - Jupiter Mills Compound,841 Senapati Bhawan, Elphinstone Road, Mumbai 400013
Phone
022-43568000 / 1800-270-7000 / 1800-22-7000
Launch Date
23 Dec 1994
E-mail
NA
Website
NA
Amc Image
Aditya Birla Sun Life Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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FAQs

How to Invest in Aditya Birla Sun Life Dual Advantage Fund Series 2 Direct IDCW?

You can easily invest in Aditya Birla Sun Life Dual Advantage Fund Series 2 Direct IDCW in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for Aditya Birla Sun Life Dual Advantage Fund Series 2 Direct IDCW from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in Aditya Birla Sun Life Dual Advantage Fund Series 2 Direct IDCW as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Aditya Birla Sun Life Dual Advantage Fund Series 2 Direct IDCW provide?

The Aditya Birla Sun Life Dual Advantage Fund Series 2 Direct IDCW has been there from 04 Feb 2019 and the average annual returns provided by this fund is 5.28% since its inception.

How much expense ratio is charged by Aditya Birla Sun Life Dual Advantage Fund Series 2 Direct IDCW?

The term Expense Ratio used for Aditya Birla Sun Life Dual Advantage Fund Series 2 Direct IDCW or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of Aditya Birla Sun Life Dual Advantage Fund Series 2 Direct IDCW is NA% as of 27 Jun 2022...

What is the AUM of Aditya Birla Sun Life Dual Advantage Fund Series 2 Direct IDCW?

The AUM, short for Assets Under Management of Aditya Birla Sun Life Dual Advantage Fund Series 2 Direct IDCW is ₹60.14Cr as of 27 Jun 2022.

How to Redeem Aditya Birla Sun Life Dual Advantage Fund Series 2 Direct IDCW?

If you want to sell your Aditya Birla Sun Life Dual Advantage Fund Series 2 Direct IDCW holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Aditya Birla Sun Life Dual Advantage Fund Series 2 Direct IDCW?

You can select either SIP or Lumpsum investment of Aditya Birla Sun Life Dual Advantage Fund Series 2 Direct IDCW based on your investment objective and risk tolerance.

What is the NAV of Aditya Birla Sun Life Dual Advantage Fund Series 2 Direct IDCW?

The NAV of Aditya Birla Sun Life Dual Advantage Fund Series 2 Direct IDCW is ₹10.00 as of 28 Apr 2022.

What is the PE and PB ratio of Aditya Birla Sun Life Dual Advantage Fund Series 2 Direct IDCW?

The PE ratio ratio of Aditya Birla Sun Life Dual Advantage Fund Series 2 Direct IDCW is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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