Aditya Birla Sun Life Regular Savings Fund Monthly Payment

Hybrid
Conservative Hybrid
Moderately High Risk
8.54%
3Y annualised
+0.07% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 03 Jun 2019₹39.76
Min. SIP amountNot Supported
Rating4
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 returns3.3%8.5%10.3%9.6%
Category average13.9%8.5%7.9%NA
Rank with in category3094NA
Understand terms

Holdings (105)

NameSectorInstrumentAssets
Indiabulls Housing Finance Ltd.
FinancialCP6.12%
Fullerton India Credit Corporation Ltd.
FinancialDebenture4.38%
Uttar Pradesh Power Corporation Ltd
EngineeringDebenture4.14%
Indiabulls Consumer Finance Ltd.
FinancialCP3.72%
FinancialDebenture3.27%
Indiabulls Housing Finance Ltd.
FinancialDebenture2.88%
FinancialNCD2.62%
ServicesDebenture2.28%
Shriram Transport Finance Co. Ltd.
FinancialDebenture2.19%
HDB Financial Services Ltd.
FinancialDebenture2.18%
See All

Expense ratio, exit load and tax

Expense ratio: 1.80%

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

Pranay Sinha
Aug 2015 - Present
View details

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
Citibank NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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