Aditya Birla Sun Life Dual Advantage Fund Series 2 Direct Growth

Hybrid
Conservative Hybrid
Moderate Risk
9.27%
3Y annualised
+0.01% 1D
1M
6M
1Y
3Y
All
NAV: 28 Apr 2022₹13.49
Min. SIP amountNot Supported
RatingNA
Fund size₹60.14Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Conservative Hybrid
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA5.3%9.3%9.7%
Category averageNA1.9%7.6%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 investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

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
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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