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 averageNA8.8%15.1%NA
Rank with in categoryNA132NA
Understand terms

Peer Comparison

Hybrid, Conservative Hybrid fundsRating1Y3YFund Size(Cr)
5
16.8%11.6%2,250.10
5
18.5%10.9%2,885.62
4
16.2%10.4%3,342.03
4
15.1%10.1%10,030.40
4
15.0%8.7%978.94

Holdings (20)

NameSectorInstrumentAssets
FinancialZCB9.82%
FinancialDebenture9.75%
FinancialNCD8.33%
FinancialEquity3.21%
FinancialEquity2.72%
HealthcareEquity2.58%
ChemicalsEquity2.22%
FinancialEquity2.05%
FinancialEquity1.83%
Consumer DiscretionaryEquity1.57%
Consumer StaplesEquity1.09%
ConstructionEquity1.08%
HealthcareEquity1.00%
ConstructionEquity0.98%
EnergyEquity0.90%
Consumer DiscretionaryEquity0.84%
AutomobileEquity0.61%
Metals & MiningEquity0.55%
FinancialEquity0.51%
EnergyEquity0.38%
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.

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

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 World Center, Tower 1, 17th Floor, Jupiter Mill CompoundSenapati Bapat Marg, Elphinstone Road Mumbai 400013
Phone
NA
Launch Date
23 Dec 1994
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,

Compare funds

Aditya Birla Sun Life Dual Advantage Fund Series 2 Direct Growth
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