Aditya Birla Sun Life Regular Savings Fund Direct Monthly Payment

Hybrid
Conservative Hybrid
Moderately High Risk
9.74%
3Y annualised
+0.08% 1D
1M
6M
1Y
3Y
5Y
All
NAV: NANA
Min. SIP amountNot Supported
RatingNA
Fund size₹2,279.31Cr

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
1Y3Y5YAll
Fund returns4.1%9.7%11.4%11.4%
Category average2.5%7.6%6.0%NA
Rank with in category3093NA
Understand terms

Holdings (89)

NameSectorInstrumentAssets
Indiabulls Housing Finance Ltd.
FinancialCP6.0%
Fullerton India Credit Corporation Ltd.
FinancialDebenture5.4%
ECL Finance Ltd.
FinancialCP4.3%
Uttar Pradesh Power Corporation Ltd
EngineeringDebenture4.1%
Indiabulls Consumer Finance Ltd.
FinancialCP3.6%
PNB Housing Finance Ltd.FinancialDebenture3.2%
Indiabulls Housing Finance Ltd.
FinancialDebenture2.8%
SP Imperial Star Pvt. Ltd.ServicesDebenture2.3%
Housing Development Finance Corpn. Ltd.FinancialDebenture2.2%
Shriram Transport Finance Co. Ltd.
FinancialDebenture2.1%
See All

Expense ratio, exit load and tax

Expense ratio: 0.95%

Inclusive of GST

Exit load

Exit load of 1% if units in excess of 15% are redeemed or switched-out within 1 year

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

NA

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

Satyabrata Mohanty
Jan 2013 - Present
View details

Education
Mr. Mohanty is a B.Com (H), Chartered Accountant and CFA.
Experience
Prior to joining ABSLAMC, he worked with Aditya Birla Management Corporation Ltd.
Also manages these schemes

Vineet Maloo
Aug 2015 - Present
View details

Education
Mr. Maloo is a Chartered Accountant.
Experience
Prior to joining Aditya Birla Sun Life AMC he has worked with Hindalco.
Also manages these schemes

Pranay Sinha
Aug 2015 - Present
View details

Education
Mr. Sinha has done B.Tech in Aerospace Engg. from IIT Kharagpur and PGDM with Major in Finance from IIM Calcutta.
Experience
Prior to joining Nippon India Mutual Fund, he has worked with ABSLAMC, BNP Paribas Bank (October 2010 - August,2014) , Morgan Stanley Investment Management Pvt. Ltd. (March 2008 - October 2010) and ICICI Prudential Asset Management Co. Ltd. ( October 2005 - March 2008).
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
Citibank NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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