Aditya Birla Sun Life Capital Protection Oriented Fund Series 30 Regular Growth+0.05%

3Groww
3.77%
1 Year Return
Dynamic/Asset Allocation
Dynamic/Asset Allocation
3.0 star
6M
1Y
3Y
All

Fund Details

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

RiskModerately Low
Min SIP AmountNot Supported
Expense Ratio1.86%
NAV11.90 (22 Apr 2019)
Fund Started15 Mar 2016
Fund Size25 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Aditya Birla Sun Life Capital Protection Oriented Fund Series 30 Regular Growth
3.8%
5.7%
NA
5.8%
Category Average
5.2%
5.1%
2.7%
-
Rank within category
109
41
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    30
    with 3.8% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    Tamilnadu StateOthersSDL61.8%
    ICICI Home Finance Company Ltd.FinancialBonds/Deb10.2%
    Reliance Industries Ltd.EnergyEquity1.5%
    HDFC Bank Ltd.FinancialEquity1.4%
    Repco Home Finance Ltd.FinancialEquity0.9%
    REC Ltd.FinancialBonds0.8%
    Power Grid Corporation of India Ltd.EnergyEquity0.7%
    Infosys Ltd.TechnologyEquity0.7%
    ITC Ltd.FMCGEquity0.7%
    Eicher Motors Ltd.AutomobileEquity0.6%
    See All

    Fund Managers

    addVineet Maloo
    Education
    Mr. Maloo is a Chartered Accountant.
    Experience
    Prior to joining Birla Sun Life AMC he has worked with Hindalco.
    Funds Managed
    addMohit Sharma
    Education
    Mr. Sharma is B Tech (IIT - Madras) and PGDCM (IIM Calcutta).
    Experience
    He has around 10 years of experience of which 7 years is in financial markets. He joined Birla Sun AMC in October 2015. Prior to joining Birla 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).
    Funds Managed

    Other Details

    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 introduced to investors on 15 Mar 2016. Vineet Maloo, Mohit Sharma is the Current Fund Manager of Aditya Birla Sun Life Capital Protection Oriented Fund Series 30 Regular Growth.The fund currently has an Asset Under Management(AUM) of ₹25 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 500. Minimum Lumpsum Investment is 5000. Nil.

    Investment Objective

    To seek capital protection by investing in fixed income securities maturing on or before the tenure of the scheme and seeking capital appreciation by investing in equity and equity related instruments.

    Tax Implications

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹0
    Min for Second Investment
    Nil
    Exit Load

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    About Aditya Birla Sun Life Mutual Fund

    Address
    One India Bulls Centre ,Tower 1, 17th Flr, Jupiter Mill Compound,841,S.B. Marg,Elphinstone Road Mumbai 400 013
    Phone
    022 43568000
    Launch Date
    22 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,
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