Fund Details
Aditya Birla Sun Life Regular Savings Fund Direct Growth
| Risk | High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.18% |
| NAV | ₹49.88 (12 May 2021) |
|---|---|
| Fund Started | 26 Dec 2012 |
| Fund Size | ₹1,200 Cr |
Returns
Comparison
1. 1Y Returns are higher than the category average returns
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 2.0% |
| ICICI Bank Ltd. | Financial | Equity | 1.4% |
| Housing Development Finance Corpn. Ltd. | Financial | NCD | 0.9% |
| Bajaj Finance Ltd. | Financial | Equity | 0.7% |
| Hindustan Unilever Ltd. | FMCG | Equity | 0.5% |
| Atul Ltd. | Chemicals | Equity | 0.4% |
| Bayer CropScience Ltd. | Healthcare | Equity | 0.4% |
| Ashok Leyland Ltd. | Automobile | Equity | 0.4% |
| Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 0.4% |
| Johnson Controls - Hitachi Air Conditioning India Ltd. | Cons Durable | Equity | 0.4% |
Fund Managers
Aditya Birla Sun Life Regular Savings Fund Direct Growth Details
Aditya Birla Sun Life Regular Savings Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 26 Dec 2012. Satyabrata Mohanty, Vineet Maloo, Pranay Sinha is the Current Fund Manager of Aditya Birla Sun Life Regular Savings Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,200 Cr and the Latest NAV as of 12 May 2021 is ₹49.88.
The Aditya Birla Sun Life Regular Savings Fund Direct Growth is rated High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500. Exit load of 1% if units in excess of 15% are redeemed or switched-out within 1 year
Investment Objective
The scheme primarily seeks to generate regular income through a predominant exposure to debt and money market instruments. It also aims at capital growth through an equity exposure of maximum 25 per cent.
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.
