Aditya Birla Sun Life Capital Protection Oriented Fund Series 30 Regular Growth

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Aditya Birla Sun Life Capital Protection Oriented Fund   Series 30 Regular Growth
Dynamic/Asset Allocation
Dynamic/Asset Allocation
Moderately Low Risk
5.70%
3Y annualised
+0.05% 1D
1M
6M
1Y
3Y
All
  NAV: 22 Apr 2019₹11.90
Min. SIP amountNot Supported
Rating3
Fund size₹25.36Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Dynamic/Asset Allocation Dynamic/Asset Allocation
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA3.8%5.7%5.8%
Category averageNA8.8%15.1%NA
Rank with in categoryNA10941NA
Understand terms
Holdings (36)NameSectorInstrumentAssets
Tamilnadu State
OthersSDL61.84%
ICICI Home Finance Company Ltd.
FinancialBonds/Deb10.24%
Reliance Industries Ltd.
EnergyEquity1.50%
HDFC Bank Ltd.
FinancialEquity1.38%
Repco Home Finance Ltd.
FinancialEquity0.95%
REC Ltd.
FinancialBonds0.82%
Power Grid Corporation of India Ltd.
EnergyEquity0.71%
Infosys Ltd.
TechnologyEquity0.70%
ITC Ltd.
FMCGEquity0.65%
Eicher Motors Ltd.
AutomobileEquity0.64%
Indusind Bank Ltd.
FinancialEquity0.62%
Kotak Mahindra Bank Ltd.
FinancialEquity0.54%
City Union Bank Ltd.
FinancialEquity0.54%
J Kumar Infraprojects Ltd.
ConstructionEquity0.51%
VST Industries Ltd.
FMCGEquity0.50%
Hindustan Petroleum Corpn. Ltd.
EnergyEquity0.50%
Hindustan Zinc Ltd.
MetalsEquity0.49%
Cummins India Ltd.
EngineeringEquity0.37%
Gulf Oil Lubricants India Ltd.
EnergyEquity0.36%
Mahindra & Mahindra Ltd.
AutomobileEquity0.36%
Kewal Kiran Clothing Ltd.
TextilesEquity0.33%
Hero Motocorp Ltd.
AutomobileEquity0.30%
Sanofi India Ltd.
HealthcareEquity0.30%
Atul Auto Ltd.
AutomobileEquity0.28%
Sun Pharmaceutical Inds. Ltd.
HealthcareEquity0.26%
Crompton Greaves Consumer Electricals Ltd.
Cons DurableEquity0.26%
Dish TV India Ltd.
ServicesEquity0.23%
Yes Bank Ltd.
FinancialEquity0.22%
Tata Motors Ltd.
AutomobileEquity0.22%
Grasim Industries Ltd.
ConstructionEquity0.22%
Aurobindo Pharma Ltd.
HealthcareEquity0.21%
CARE Ratings Ltd.
FinancialEquity0.16%
Emami Ltd.
FMCGEquity0.14%
Talwalkars Better Value Fitness Ltd.
HealthcareEquity0.07%
Talwalkars Healthclubs Ltd.
HealthcareEquity0.06%
Aditya Birla Capital Ltd.
FinancialEquity0.05%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting  your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
30 Sep 2019 - Present
0.82%
31 Mar 2019 - 30 Sep 2019
1.86%
30 Sep 2018 - 31 Mar 2019
1.86%
31 Mar 2018 - 30 Sep 2018
1.85%
Expense ratio, exit load and taxExpense ratio: 0.82%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed as per your Income Tax slab.
Understand terms
Check past data
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Fund managementVineet Maloo
Feb 2016 - 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
Aditya Birla Sun Life Dividend Yield Fund Direct Growth
Aditya Birla Sun Life Infrastructure Direct Fund Growth
Aditya Birla Sun Life International Equity Fund Direct Growth
Aditya Birla Sun Life International Equity Fund Plan B Direct Growth
Aditya Birla Sun Life Regular Savings Fund Direct Growth
Aditya Birla Sun Life Balanced Advantage Fund Direct Growth
Aditya Birla Sun Life Dual Advantage Fund Series 1 Direct Growth
Aditya Birla Sun Life Dual Advantage Fund Series 2 Direct   Growth
Aditya Birla Sun Life PSU Equity Fund Direct Growth
Aditya Birla Sun Life Business Cycle Fund Direct Growth
Mohit Sharma
Apr 2017 - 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
Aditya Birla Sun Life Short Term Direct Fund Direct Growth
Aditya Birla Sun Life Dynamic Bond Retail Fund Direct Growth
Aditya Birla Sun Life Money Manager Fund Direct Growth
Aditya Birla Sun Life Low Duration Fund Direct Growth
Aditya Birla Sun Life Interval Income Fund Quarterly Series I Direct Growth
Aditya Birla Sun Life Medium Term Plan Direct Growth
Aditya Birla Sun Life Regular Savings Fund Direct Growth
Aditya Birla Sun Life Balanced Advantage Fund Direct Growth
Aditya Birla Sun Life Credit Risk Fund Direct Growth
Aditya Birla Sun Life Dual Advantage Fund Series 1 Direct Growth
Aditya Birla Sun Life Fixed Term Plan   Series OI (1120 Days) Direct   Growth
Aditya Birla Sun Life Fixed Term Plan   Series OW (1245 Days) Direct   Growth
Aditya Birla Sun Life Fixed Term Plan   Series OX (1234 Days) Direct   Growth
Aditya Birla Sun Life Fixed Term Plan   Series OY (1218 Days) Direct   Growth
Aditya Birla Sun Life Fixed Term Plan   Series PA (1177 Days) Direct   Growth
Aditya Birla Sun Life Fixed Term Plan   Series PC (1169 Days) Direct   Growth
Aditya Birla Sun Life Fixed Term Plan   Series PD (1177 Days) Direct   Growth
Aditya Birla Sun Life Fixed Term Plan   Series PE (1159 Days) Direct   Growth
Aditya Birla Sun Life Fixed Term Plan   Series PG (1148 Days) Direct   Growth
Aditya Birla Sun Life Fixed Term Plan   Series PJ (1135 Days) Direct   Growth
Aditya Birla Sun Life Fixed Term Plan   Series PK (1132 Days) Direct   Growth
Aditya Birla Sun Life Fixed Term Plan   Series PM (1141 Days) Direct   Growth
Aditya Birla Sun Life Fixed Term Plan   Series PN (1135 Days) Direct   Growth
Aditya Birla Sun Life Fixed Term Plan   Series PR (1134 Days) Direct   Growth
Aditya Birla Sun Life Fixed Term Plan   Series PT (1100 Days) Direct   Growth
Aditya Birla Sun Life Fixed Term Plan   Series PV (1462 Days) Direct   Growth
Aditya Birla Sun Life Fixed Term Plan   Series PY (1409 Days) Direct   Growth
Aditya Birla Sun Life Fixed Term Plan   Series QB (1113 Days) Direct   Growth
Aditya Birla Sun Life Fixed Term Plan   Series QC (1116 Days) Direct   Growth
Aditya Birla Sun Life Fixed Term Plan   Series QF (1385 Days) Direct   Growth
Aditya Birla Sun Life Fixed Term Plan   Series QG (1100 Days) Direct   Growth
Aditya Birla Sun Life Fixed Term Plan   Series QH (1101 Days) Direct   Growth
Aditya Birla Sun Life Fixed Term Plan   Series QI (1100 Days) Direct   Growth
Aditya Birla Sun Life Fixed Term Plan   Series QJ (1098 Days) Direct   Growth
Aditya Birla Sun Life Fixed Term Plan   Series QL (1099 Days) Direct   Growth
Aditya Birla Sun Life Fixed Term Plan   Series QM (1100 Days) Direct   Growth
Aditya Birla Sun Life Fixed Term Plan   Series QO (1100 Days) Direct   Growth
Aditya Birla Sun Life Fixed Term Plan   Series QP (1100 Days) Direct   Growth
Aditya Birla Sun Life Fixed Term Plan   Series QS (1100 Days) Direct   Growth
Aditya Birla Sun Life Fixed Term Plan   Series QU (1100 Days) Direct   Growth
Aditya Birla Sun Life Fixed Term Plan   Series QV (1100 Days) Direct   Growth
Aditya Birla Sun Life Fixed Term Plan   Series QW (1099 Days) Direct   Growth
Aditya Birla Sun Life Fixed Term Plan   Series QQ (1100 Days) Direct   Growth
Aditya Birla Sun Life Fixed Term Plan   Series QX (1103 Days) Direct   Growth
Aditya Birla Sun Life Fixed Term Plan   Series RA (1100 Days) Direct   Growth
Aditya Birla Sun Life Fixed Term Plan   Series RD (1293 Days) Direct   Growth
Aditya Birla Sun Life Fixed Term Plan   Series RE (1100 Days) Direct   Growth
Aditya Birla Sun Life Fixed Term Plan   Series QR (1126 Days) Direct   Growth
Aditya Birla Sun Life Fixed Term Plan   Series RH (1281 Days) Direct   Growth
Aditya Birla Sun Life Fixed Term Plan   Series RJ (117 Days) Direct   Growth
Aditya Birla Sun Life Fixed Term Plan   Series RN (1240 Days) Direct   Growth
Aditya Birla Sun Life Fixed Term Plan   Series RQ (1103 Days) Direct   Growth
Aditya Birla Sun Life Fixed Term Plan   Series RP (1239 Days) Direct   Growth
Aditya Birla Sun Life Fixed Term Plan   Series RR (1240 Days) Direct   Growth
Aditya Birla Sun Life Fixed Term Plan   Series RV (1224 Days) Direct   Growth
Aditya Birla Sun Life Fixed Term Plan   Series RX (1200 Days) Direct   Growth
Aditya Birla Sun Life Fixed Term Plan   Series SA (1180 Days) Direct   Growth
Aditya Birla Sun Life Dual Advantage Fund Series 2 Direct   Growth
Aditya Birla Sun Life Fixed Term Plan   Series SG (1155 Days) Direct   Growth
Aditya Birla Sun Life Fixed Term Plan   Series SI (1141 Days) Direct   Growth
Aditya Birla Sun Life Fixed Term Plan   Series SJ (1135 Days) Direct   Growth
Aditya Birla Sun Life Fixed Term Plan   Series SK (1128 Days) Direct   Growth
Aditya Birla Sun Life Fixed Term Plan   Series SL (1120 Days) Direct   Growth
Aditya Birla Sun Life Retirement Fund   The 50s Plan Direct Growth
Aditya Birla Sun Life Fixed Term Plan   Series SN (1099 Days) Direct   Growth
Aditya Birla Sun Life Credit Risk Fund   Segregated Portfolio 1 Direct   Growth
Aditya Birla Sun Life Dynamic Bond Fund   Segregated Portfolio 1 Direct   Growth
Aditya Birla Sun Life Medium Term Plan   Segregated Portfolio 1 Direct   Growth
Aditya Birla Sun Life Fixed Term Plan   Series SW (1183 Days) Direct   Growth
Aditya Birla Sun Life Fixed Term Plan   Series SX (1164 Days) Direct   Growth
Aditya Birla Sun Life Fixed Term Plan   Series TI (1837 Days) Direct Growth
Aditya Birla Sun Life Fixed Term Plan   Series TK (1833 Days) Direct   Growth
Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 2026 60:40 Index Fund Direct Growth
Aditya Birla Sun Life Fixed Term Plan   Series TM (1842 Days) Direct   Growth
Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU Apr 2027 Index Fund Direct Growth
Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU Apr 2025 Index Fund Direct Growth
Aditya Birla Sun Life CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund Direct Growth
Aditya Birla Sun Life CRISIL IBX AAA Mar 2024 Index Fund Direct   Growth
Aditya Birla Sun Life CRISIL IBX SDL Jun 2032 Index Fund Direct Growth
Aditya Birla Sun Life CRISIL IBX AAA NBFC HFC Index Dec 2025 Fund Direct Growth
Fund house & investment objective
Aditya Birla Sun Life Mutual Fund
Rank (total assets)#4 in India
Total AUM₹3,59,537.40Cr
Date of Incorporation23 Dec 1994
    Aditya Birla Sun Life Capital Protection Oriented Fund   Series 30 Regular Growth is a Dynamic/Asset Allocation Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund.     This scheme was made available to investors on 23 Dec 1994.     Vineet Maloo, Mohit Sharma is the Current Fund Manager of Aditya Birla Sun Life Capital Protection Oriented Fund   Series 30 Regular Growth fund.     The fund currently has an Asset Under Management(AUM) of ₹3,59,537 Cr and     the Latest NAV as of 22 Apr 2019 is ₹11.90.  

    The Aditya Birla Sun Life Capital Protection Oriented Fund   Series 30 Regular Growth is rated Moderately Low risk.     Minimum SIP Investment is set to ₹500.          
  ;
Investment ObjectiveThe scheme aims at protecting capital along with its appreciation by making investment in equity and debt securities. 
 
;
Fund benchmarkCRISIL Hybrid 85+15 Conservative Index
Scheme Information Document(SID)
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
E-mail
NA
Website
mutualfund.adityabirlacapital.com
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,
Email
[email protected]
Website
www.camsonline.com
Compare funds
Aditya Birla Sun Life Capital Protection Oriented Fund   Series 30 Regular Growth
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	6M	1Y	3Y	All
Fund returns	NA	3.8%	5.7%	5.8%
Category average	NA	8.8%	15.1%	NA
Rank with in category	NA	109	41	NA

Name	Sector	Instrument	Assets
Tamilnadu State	Others	SDL	61.84%
ICICI Home Finance Company Ltd.	Financial	Bonds/Deb	10.24%
Reliance Industries Ltd.	Energy	Equity	1.50%
HDFC Bank Ltd.	Financial	Equity	1.38%
Repco Home Finance Ltd.	Financial	Equity	0.95%
REC Ltd.	Financial	Bonds	0.82%
Power Grid Corporation of India Ltd.	Energy	Equity	0.71%
Infosys Ltd.	Technology	Equity	0.70%
ITC Ltd.	FMCG	Equity	0.65%
Eicher Motors Ltd.	Automobile	Equity	0.64%
Indusind Bank Ltd.	Financial	Equity	0.62%
Kotak Mahindra Bank Ltd.	Financial	Equity	0.54%
City Union Bank Ltd.	Financial	Equity	0.54%
J Kumar Infraprojects Ltd.	Construction	Equity	0.51%
VST Industries Ltd.	FMCG	Equity	0.50%
Hindustan Petroleum Corpn. Ltd.	Energy	Equity	0.50%
Hindustan Zinc Ltd.	Metals	Equity	0.49%
Cummins India Ltd.	Engineering	Equity	0.37%
Gulf Oil Lubricants India Ltd.	Energy	Equity	0.36%
Mahindra & Mahindra Ltd.	Automobile	Equity	0.36%
Kewal Kiran Clothing Ltd.	Textiles	Equity	0.33%
Hero Motocorp Ltd.	Automobile	Equity	0.30%
Sanofi India Ltd.	Healthcare	Equity	0.30%
Atul Auto Ltd.	Automobile	Equity	0.28%
Sun Pharmaceutical Inds. Ltd.	Healthcare	Equity	0.26%
Crompton Greaves Consumer Electricals Ltd.	Cons Durable	Equity	0.26%
Dish TV India Ltd.	Services	Equity	0.23%
Yes Bank Ltd.	Financial	Equity	0.22%
Tata Motors Ltd.	Automobile	Equity	0.22%
Grasim Industries Ltd.	Construction	Equity	0.22%
Aurobindo Pharma Ltd.	Healthcare	Equity	0.21%
CARE Ratings Ltd.	Financial	Equity	0.16%
Emami Ltd.	FMCG	Equity	0.14%
Talwalkars Better Value Fitness Ltd.	Healthcare	Equity	0.07%
Talwalkars Healthclubs Ltd.	Healthcare	Equity	0.06%
Aditya Birla Capital Ltd.	Financial	Equity	0.05%

Rank (total assets)	#4 in India
Total AUM	₹3,59,537.40Cr

Date of Incorporation	23 Dec 1994

Fund benchmark	CRISIL Hybrid 85+15 Conservative Index

Vaishnavi Tech Park, 3rd & 4th Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
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Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

Rating	3
Fund size	₹25.36Cr

Aditya Birla Sun Life Capital Protection Oriented Fund Series 30 Regular Growth

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (36)

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 0.82%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Vineet MalooFeb 2016 - PresentView details

Mohit SharmaApr 2017 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Vineet Maloo
Feb 2016 - Present
View details

Mohit Sharma
Apr 2017 - Present
View details