Aditya Birla Sun Life Regular Savings Fund Direct Growth

Hybrid
Conservative Hybrid
Moderately High Risk
10.36%
3Y annualised
-0.36% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 27 Jan 2023₹57.42
Min. SIP amount₹500
Rating3
Fund size₹1,685.73Cr

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 returns6.7%10.4%7.1%10.5%
Category average3.6%7.0%5.9%NA
Rank with in category4510NA
Understand terms

Holdings (129)

NameSectorInstrumentAssets
Sikka Ports and Terminals Ltd.EnergyDebenture3.9%
GOISovereignGOI Sec3.9%
Bajaj Housing Finance Ltd.FinancialDebenture2.9%
ICICI Bank Ltd.FinancialEquity2.3%
GOI
SovereignCGL2.1%
Manappuram Finance Ltd.FinancialNCD2.0%
GOI
SovereignGOI Sec2.0%
State Bank of IndiaFinancialAdditional Tier 2 Bo2.0%
HDFC Bank Ltd.FinancialDebenture1.8%
HDFC Bank Ltd.FinancialEquity1.7%
See All

Pros and cons

Category: Hybrid Conservative Hybrid

Pros

Cons

Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y
Higher expense ratio: 0.92%
Higher alpha: 1.79 The fund has generated returns higher than benchmark - CRISIL Hybrid 85+15 Conservative Index - in the last 3Y
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality

Expense ratio, exit load and tax

Expense ratio: 0.92%

Inclusive of GST

Exit load

1% for redemption within 90 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

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

Dhaval Shah
May 2020 - Present
View details

Education
Mr.Shah has done B.Com. from University of Mumbai & MBA from Somaiya Institute of Management Studies & Research. He also holds CFA designation.
Experience
Prior to joining Aditya Birla Sunlife Mutual Fund he has worked with HDFC Mutual Fund, Reliance Mutual Fund, Morgan Stanley.
Also manages these schemes

Harshil Suvarnkar
Mar 2021 - Present
View details

Education
Mr. Suvarnkar has doneB.Com, Masters in Management Studies (Finance) and Post Graduate Diploma in Securities Law.
Experience
Prior to Joining Aditya Birla Sun Life MF, he has worked with Indiabulls Housing Finance Limited,
Also manages these schemes

Dhaval Joshi
Nov 2022 - Present
View details

Education
Mr. Joshi has done B.Com, M.Com. and MBA (Finance)
Experience
Prior to joinig Aditya Birla Sun Life Mutual Fund, he was associated with Sundaram Mutual Fund, Emkay Global Financial Services and Asit C Mehta Investment Intermediates Ltd..
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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