Home>Mutual Funds>Aditya Birla Sun Life Mutual Fund>Aditya Birla Sun Life Regular Savings Fund Direct Growth

Aditya Birla Sun Life Regular Savings Fund Direct Growth

Hybrid
Conservative Hybrid
High Risk
11.50%
3Y annualised
-0.20% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 22 Oct 2021₹53.97
Min. SIP amount₹500
Rating2star
Fund size₹1,291.91 Cr

Returns and rankings

Category: Hybrid Conservative Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns23.2%11.5%8.4%11.3%
Category average14.2%7.4%7.4%NA
Rank with in category51014NA
Understand termsinfo

Holdings (96)

NameSectorInstrumentAssets
FinancialNCD4.3%
Mahindra & Mahindra Financial Services Ltd.
FinancialDebenture3.1%
Uttar Pradesh Power Corporation Ltd
EngineeringDebenture2.8%
Uttar Pradesh Power Corporation Ltd
EngineeringDebenture2.8%
Uttar Pradesh Power Corporation Ltd
EngineeringDebenture2.8%
FinancialDebenture2.1%
TechnologyEquity2.1%
Gujarat State
OthersSDL2.1%
FinancialBonds2.0%
FinancialDebenture2.0%
See All

Pros and cons

info
Category: Hybrid Conservative Hybrid
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Pros

Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
Lower expense ratio: 1.17%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
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Cons

Low rating: 2

Expense ratio, exit load and tax

Expense ratio: 1.17%

Inclusive of GST

Exit load

Exit load of 1% if units in excess of 15% are redeemed or switched-out within 1 year

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 termsinfo
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
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Vineet Maloo
Aug 2015 - Present
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Pranay Sinha
Aug 2015 - Present
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Harshil Suvarnkar
Mar 2021 - Present
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Fund house & investment objective

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Fund house contact details

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