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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
Moderately High Risk
9.16%
3Y annualised
-0.14% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 24 May 2022₹54.14
Min. SIP amount₹500
Rating3
Fund size₹1,726.83Cr

Returns and rankings

Category: Hybrid Conservative Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns7.5%9.2%7.5%10.6%
Category average14.2%7.4%7.4%NA
Rank with in category8610NA
Understand terms

Holdings (122)

NameSectorInstrumentAssets
Sikka Ports and Terminals Ltd.EnergyDebenture3.0%
GOI
SovereignGOI Sec2.8%
Infosys Ltd.TechnologyEquity2.2%
ICICI Bank Ltd.FinancialEquity2.1%
Uttar Pradesh Power Corporation LtdCapital GoodsDebenture2.1%
Manappuram Finance Ltd.FinancialNCD2.0%
National Bank For Agriculture & Rural DevelopmentFinancialNCD1.7%
REC Ltd.FinancialDebenture1.6%
HDFC Bank Ltd.FinancialEquity1.5%
Power Finance Corporation Ltd.FinancialNCD1.5%
See All

Pros and cons

Category: Hybrid Conservative Hybrid

Pros

3Y and 5Y annualised returns higher than category average
Lower expense ratio: 0.91%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
Higher alpha: 1.69 The fund has generated returns higher than benchmark - CRISIL Hybrid 85+15 Conservative Index - in the last 3Y

Cons

1Y annualised returns lower than category average by 2.4%

Expense ratio, exit load and tax

Expense ratio: 0.91%

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

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
Amc Image
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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FAQs

How to Invest in Aditya Birla Sun Life Regular Savings Fund Direct Growth?

You can easily invest in Aditya Birla Sun Life Regular Savings Fund Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for Aditya Birla Sun Life Regular Savings Fund Direct Growth from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in Aditya Birla Sun Life Regular Savings Fund Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Aditya Birla Sun Life Regular Savings Fund Direct Growth provide?

The Aditya Birla Sun Life Regular Savings Fund Direct Growth has been there from 26 Dec 2012 and the average annual returns provided by this fund is 7.54% since its inception.

How much expense ratio is charged by Aditya Birla Sun Life Regular Savings Fund Direct Growth?

The term Expense Ratio used for Aditya Birla Sun Life Regular Savings Fund Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of Aditya Birla Sun Life Regular Savings Fund Direct Growth is 0.91% as of 25 May 2022...

What is the AUM of Aditya Birla Sun Life Regular Savings Fund Direct Growth?

The AUM, short for Assets Under Management of Aditya Birla Sun Life Regular Savings Fund Direct Growth is ₹1,726.83Cr as of 25 May 2022.

How to Redeem Aditya Birla Sun Life Regular Savings Fund Direct Growth?

If you want to sell your Aditya Birla Sun Life Regular Savings Fund Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Aditya Birla Sun Life Regular Savings Fund Direct Growth?

You can select either SIP or Lumpsum investment of Aditya Birla Sun Life Regular Savings Fund Direct Growth based on your investment objective and risk tolerance.

What is the NAV of Aditya Birla Sun Life Regular Savings Fund Direct Growth?

The NAV of Aditya Birla Sun Life Regular Savings Fund Direct Growth is ₹54.14 as of 24 May 2022.

What is the PE and PB ratio of Aditya Birla Sun Life Regular Savings Fund Direct Growth?

The PE ratio ratio of Aditya Birla Sun Life Regular Savings Fund Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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