Aditya Birla Sun Life Regular Savings Fund Direct Growth+0.49%

2
1.59%
1 Year Return
Hybrid
Conservative
2.0star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Regular Savings Fund Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.12%
NAV42.74 (25 Sep 2020)
Fund Started26 Dec 2012
Fund Size1,184 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Aditya Birla Sun Life Regular Savings Fund Direct Growth
1.6%
2.1%
7.3%
9.6%
Category Average
7.1%
4.5%
2.1%
-
Rank within category
34
31
17
-
*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 1.6% annual returns

    Comparison

    Data not available
    Pros
    1. 5Y Returns are higher than the category average returns
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. 1Y Returns are lower than the category average returns
    3. 3Y Returns are lower than the category average returns

    Top Holdings

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    Uttar Pradesh Power Corporation LtdEngineeringDebenture7.4%
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    Uttar Pradesh Power Corporation LtdEngineeringDebenture2.9%
    Uttar Pradesh Power Corporation LtdEngineeringDebenture2.9%
    Indian Railway Finance Corpn. Ltd.FinancialDebenture2.8%
    Gujarat StateOthersSDL2.3%
    REC Ltd.FinancialDebenture2.3%
    LIC Housing Finance Ltd.FinancialDebenture2.2%
    See All

    Fund Managers

    addSatyabrata Mohanty
    Education
    Mr. Mohanty is a B.Com (H), Chartered Accountant and CFA.
    Experience
    He has been part of Birla group since last 17 years. He has over 12 years of experience in Finance and Research. He has handled responsibilities across Fund Management (Equity & Debt), Trading and Credit Research functions. Prior to joining BSLAMC, he has worked with Aditya Birla Management Corporation Ltd & joined ABG as a management Trainee.
    Funds Managed
    addVineet Maloo
    Education
    Mr. Maloo is a Chartered Accountant.
    Experience
    Prior to joining Birla Sun Life AMC he has worked with Hindalco.
    Funds Managed
    addDhaval Shah
    addPranay Sinha
    Education
    Mr. Sinha has done B.Tech in Aerospace Engg. from IIT Kharagpur and PGDM with Major in Finance from IIM Calcutta.
    Experience
    Prior to joining BSLAMC , he has worked with BNP Paribas Bank (October 2010 - August,2014) , Morgan Stanley Investment Management Pvt. Ltd. (March 2008 - October 2010) and ICICI Prudential Asset Management Co. Ltd. ( October 2005 - March 2008).
    Funds Managed

    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 ₹1,184 Cr and the Latest NAV as of 25 Sep 2020 is ₹42.74.

    The Aditya Birla Sun Life Regular Savings Fund Direct Growth is rated Moderately 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.

    Scheme Information Document(SID)

    ₹500
    Min for First Investment
    ₹500
    Min for Second Investment
    Exit load of 1% if units in excess of 15% are redeemed or switched-out within 1 year
    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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