Aditya Birla Sun Life Savings Direct Growth+0.06%

4Groww
9.21%
1 Year Return
Debt
Ultra Short Duration
4.0 star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Savings Direct Growth

RiskModerately Low
Min SIP Amount₹1000
Expense Ratio0.25%
NAV389.95 (22 Oct 2019)
Fund Started01 Jan 2013
Fund Size14,739 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Aditya Birla Sun Life Savings Direct Growth
9.2%
7.9%
8.5%
8.8%
Category Average
5.1%
5.7%
6.8%
-
Rank within category
3
3
4
-
*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
    30
    with 9.2% annual returns

    Comparison

    Data not available
    Pros
    1. Risk-adjusted returns are higher compared to the category
    2. Risk-adjusted returns are higher compared to the category
    3. Lower expense ratio
    4. 1Y Returns are higher than the benchmark
    5. 3Y Returns are higher than the benchmark
    6. 5Y Returns are higher than the benchmark
    7. Exit load is zero
    Cons
    1. Risk is higher compared to the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    National Bank For Agriculture & Rural DevelopmentFinancialCD1.3%
    Housing Development Finance Corpn. Ltd.FinancialDebenture0.8%
    Tata Motors Ltd.AutomobileCP0.7%
    Housing Development Finance Corpn. Ltd.FinancialDebenture0.5%
    REC Ltd.FinancialBonds0.3%
    Steel Authority Of India Ltd.MetalsBonds0.3%
    REC Ltd.FinancialBonds0.2%
    REC Ltd.FinancialBonds0.1%
    Assam StateOthersSDL0.0%
    ICICI Bank Ltd.FinancialIRS-0.3%
    See All

    Fund Managers

    addSunaina da Cunha
    Education
    Ms. Cunha is a B.Com (H) and MBA from FMS, Delhi.
    Experience
    Prior to joining Birla Sun Life Asset Management Company, she has worked with Aditya Birla Management Corporation Ltd.
    Funds Managed
    addKaustubh Gupta
    Education
    Mr. Gupta is a B.Com and a Chartered Accountant.
    Experience
    Prior to joining Birla Sun Life AMC he has worked with ICICI Bank.
    Funds Managed

    Other Details

    Aditya Birla Sun Life Savings Direct Growth is a Debt Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. Sunaina da Cunha, Kaustubh Gupta is the Current Fund Manager of Aditya Birla Sun Life Savings Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹14,739 Cr and the Latest NAV as of 22 Oct 2019 is ₹389.95.

    The Aditya Birla Sun Life Savings Direct Growth is rated Moderately Low risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 1000. Nil.

    Investment Objective

    Aims to generate reasonable returns through investment in fixed income instruments.

    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)

    ₹1000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Nil
    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
    22 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,
    Invest Now
    Enter investment amount
    + ₹1,000
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    ONE TIME
    MONTHLY SIP
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