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Aditya Birla Sun Life Regular Savings Fund Growth+0.12%

21.92%
1 Year Return
Hybrid
Conservative Hybrid
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Regular Savings Fund Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.00%
NAV₹48.14 (23 Jul 2021)
Fund Started22 May 2004
Fund Size1,210 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
21.9%
7.5%
7.9%
8.9%
Category Average
14.2%
7.4%
7.4%
-
Rank Within Category
4
18
12
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 21.9% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
2. 1Y Returns are higher than the category average returns
3. 3Y Returns are higher than the category average returns
4. 5Y Returns are higher than the category average returns
5. 10Y Returns are higher than the category average returns
Cons
1. Higher expense ratio - 2.0%

Top Holdings

NameSectorInstrument% Assets
GOISovereignGOI FRB5.8%
REC Ltd.FinancialNCD4.5%
Mahindra & Mahindra Financial Services Ltd.FinancialDebenture3.2%
Uttar Pradesh Power Corporation LtdEngineeringDebenture3.1%
Uttar Pradesh Power Corporation LtdEngineeringDebenture3.0%
Uttar Pradesh Power Corporation LtdEngineeringDebenture3.0%
Gujarat StateOthersSDL2.3%
REC Ltd.FinancialDebenture2.2%
Infosys Ltd.TechnologyEquity2.1%
LIC Housing Finance Ltd.FinancialDebenture2.1%
See All

Fund Managers

Satyabrata Mohanty
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Vineet Maloo
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Pranay Sinha
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Harshil Suvarnkar
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Aditya Birla Sun Life Regular Savings Fund Growth Details

Aditya Birla Sun Life Regular Savings Fund Growth is a Hybrid Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 22 May 2004. Satyabrata Mohanty, Vineet Maloo, Pranay Sinha is the Current Fund Manager of Aditya Birla Sun Life Regular Savings Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,210 Cr and the Latest NAV as of 23 Jul 2021 is ₹48.14.

The Aditya Birla Sun Life Regular Savings Fund 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
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,
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