Aditya Birla Sun Life Regular Savings Fund Dividend Monthly-0.29%

1.77%
1 Year Return
Hybrid
Conservative
2.0star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Regular Savings Fund Dividend Monthly

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio2.00%
NAV13.38 (28 Oct 2020)
Fund Started22 May 2004
Fund Size1,169 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Aditya Birla Sun Life Regular Savings Fund Dividend Monthly
1.8%
1.6%
6.4%
8.9%
Category Average
4.8%
3.9%
6.3%
-
Rank within category
34
30
20
-
*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 1.8% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Age is more than 10 years
    3. 10Y Returns are higher than the category average returns
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Risk is higher compared to the benchmark
    3. Higher expense ratio
    4. 1Y Returns are lower than the benchmark
    5. 3Y Returns are lower than the benchmark
    6. 5Y Returns are lower than the benchmark
    7. Risk-adjusted returns are lower compared to the category
    8. Higher expense ratio - 2.0%
    9. 1Y Returns are lower than the category average returns
    10. 3Y Returns are lower than the category average returns

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    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 Dividend Monthly Details

    Aditya Birla Sun Life Regular Savings Fund Dividend Monthly 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 Dividend Monthly fund.The fund currently has an Asset Under Management(AUM) of ₹1,169 Cr and the Latest NAV as of 28 Oct 2020 is ₹13.38.

    The Aditya Birla Sun Life Regular Savings Fund Dividend Monthly is rated Moderately High risk. Minimum SIP Investment is set to 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)

    Not Supported
    Min for First Investment
    Not Supported
    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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