Aditya Birla Sun Life Regular Savings Fund Direct IDCW Monthly

Hybrid
Conservative Hybrid
Moderately High Risk
9.88%
3Y annualised
-0.17% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 28 Sep 2022₹24.44
Min. SIP amountNot Supported
Rating3
Fund size₹1,668.24Cr

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 returns4.3%9.9%7.0%10.6%
Category average2.1%7.2%6.0%NA
Rank with in category10614NA
Understand terms

Holdings (129)

NameSectorInstrumentAssets
Tata Motors Finance Ltd.
FinancialCP5.9%
Sikka Ports and Terminals Ltd.EnergyDebenture3.9%
ICICI Bank Ltd.FinancialEquity2.4%
Manappuram Finance Ltd.FinancialNCD2.1%
State Bank of IndiaFinancialAdditional Tier 2 Bo2.0%
GOI
SovereignGOI Sec2.0%
Indian Bank
FinancialCD1.8%
HDFC Bank Ltd.FinancialEquity1.6%
REC Ltd.FinancialDebenture1.6%
GOISovereignGOI Sec1.5%
See All

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 investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

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 done B.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

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,

Compare funds

Aditya Birla Sun Life Regular Savings Fund Direct IDCW Monthly
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2022 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 3.3.8
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES:  ICICI PRUDENTIAL |  HDFC |  NIPPON INDIA |  ADITYA BIRLA SUN LIFE |  SBI |  UTI |  FRANKLIN TEMPLETON |  KOTAK MAHINDRA |  IDFC |  DSP |  AXIS |  TATA |  L&T |  SUNDARAM |  PGIM |  INVESCO |  LIC |  JM FINANCIAL |  BARODA PIONEER |  CANARA ROBECO |  HSBC |  IDBI |  INDIABULLS |  MOTILAL OSWAL |  BNP PARIBAS |  MIRAE ASSET |  PRINCIPAL |  BOI AXA |  UNION KBC |  TAURUS |  EDELWEISS |  NAVI |  MAHINDRA |  QUANTUM |  PPFAS |  IIFL |  Quant |  SHRIRAM |  SAHARA |  ITI