Aditya Birla Sun Life Liquid Fund Growth+0.01%

4
5.97%
1 Year Return
Debt
Liquid
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Liquid Fund Growth

RiskLow
Min SIP AmountNot Supported
Expense Ratio0.30%
NAV320.41 (27 May 2020)
Fund Started29 Mar 2004
Fund Size33,418 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Aditya Birla Sun Life Liquid Fund Growth
6.0%
6.8%
7.1%
7.5%
Category Average
5.6%
6.5%
6.8%
-
Rank within category
5
6
7
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 6.0% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 3 years
    2. Risk is lower compared to the benchmark
    Cons
    1. Asset under management(AUM) is more than 20000 Crs. Returns tend to go low once AUM exceeds a certain amount
    2. 1Y Returns are lower than the benchmark
    3. 3Y Returns are lower than the benchmark
    4. 5Y Returns are lower than the benchmark

    Top Holdings

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    LIC Housing Finance Ltd.FinancialNCD1.3%
    Vedanta Ltd.MetalsCP1.2%
    South Indian Bank Ltd.FinancialCD1.2%
    Reliance Industries Ltd.EnergyCP1.2%
    Tata Capital Ltd.FinancialCP0.9%
    See All

    Fund Managers

    addSunaina da Cunha
    Education
    Ms. Cunha is a B.Com (H) and MBA from FMS, Delhi.
    Experience
    Prior to joining Birla Sun Life Asset Management Company, she has worked with Aditya Birla Management Corporation Ltd.
    Funds Managed
    addKaustubh Gupta
    Education
    Mr. Gupta is a B.Com and a Chartered Accountant.
    Experience
    Prior to joining Birla Sun Life AMC he has worked with ICICI Bank.
    Funds Managed

    Aditya Birla Sun Life Liquid Fund Growth Details

    Aditya Birla Sun Life Liquid Fund Growth is a Debt Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 29 Mar 2004. Sunaina da Cunha, Kaustubh Gupta is the Current Fund Manager of Aditya Birla Sun Life Liquid Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹33,418 Cr and the Latest NAV as of 27 May 2020 is ₹320.41.

    The Aditya Birla Sun Life Liquid Fund Growth is rated Low risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 500. Exit load of 0.0070% if redeemed within 1 day, 0.0065% if redeemed within 2 days, 0.0060% if redeemed within 3 days, 0.0055% if redeemed within 4 days, 0.0050% if redeemed within 5 days, 0.0045% if redeemed within 6 days.

    Investment Objective

    An Open-ended liquid scheme with the objective to provide reasonable returns at a high level of safety and liquidity through judicious investments in high quality debt and money market instruments.

    Tax Implications

    Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

    Scheme Information Document(SID)

    ₹500
    Min for First Investment
    ₹500
    Min for Second Investment
    Exit load of 0.0070% if redeemed within 1 day, 0.0065% if redeemed within 2 days, 0.0060% if redeemed within 3 days, 0.0055% if redeemed within 4 days, 0.0050% if redeemed within 5 days, 0.0045% if redeemed within 6 days.
    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
    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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