Aditya Birla Sun Life Savings Fund - Regular - Growth+0.0%

6.9%
1 Year Return
Debt
Ultra Short Duration
4.0 star
1Y
3Y
5Y

Fund Details

Aditya Birla Sun Life Savings Fund - Regular - Growth

RiskModerately Low
Min SIP Amount₹1000
Expense Ratio0.34%
NAV356.8 (16-Nov-2018)
Fund Started15-Apr-2003
Fund Size20,121 Cr

Returns

Fund
1Y
3Y
5Y
Aditya Birla Sun Life Savings Fund - Regular - Growth
6.9%
7.9% p.a
8.5% p.a

SIP Calculator

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 6.9% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk-adjusted returns are higher compared to the caregory
    3. Risk-adjusted returns are higher compared to the caregory
    4. Lower expense ratio
    5. 3Y Returns are higher than the benchmark
    6. 5Y Returns are higher than the benchmark
    7. Exit load is zero
    Cons
    1. Asset under management(AUM) is more than 20000 Crs. Returns tend to go low once AUM exceeds a certain amount
    2. Risk is higher compared to the benchmark
    3. 1Y Returns are lower than the benchmark

    Top 10 Holdings

    Name% AssetsSectorInstrumentRating/SizeValue(Cr)
    Indiabulls Housing Finance Ltd. (149D)5.3%Financial ServicesCPA1+784.0
    7.8 IndusInd Bank Ltd. Dec 28 2018 (91D)4.7%Financial ServicesFDLarge Cap700.0
    8.15 Vodafone Idea Ltd. Jul 10 2019 4.6%TelecomDebenturesAA+684.3
    Bharti Airtel Ltd. (329D)3.8%TelecomCPA1+564.8
    Housing Development Finance Corporation Ltd.3.3%Financial ServicesCPA1+492.7
    Tata Power Co. Ltd. (88D)3.3%EnergyCPA1+492.4
    7.95 NABARD Jan 21 2019 3.3%Financial ServicesBondAAA489.8
    8.75 ONGC Petro Additions Ltd Jul 2 2019 3.1%ChemicalsDebenturesAAA(SO)459.2
    9.53 Edelweiss Commodities Services Ltd Nov 23 2020 2.7%ServicesDebenturesAA396.6
    Reliance Industries Ltd. (140D)2.6%EnergyCPA1+394.3
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    About Aditya Birla Sun Life Mutual Fund

    Birla Sun Life Mutual Fund started their mutual fund on 23/12/1994 and its managing total assets of ₹2,24,938 Cr. Its ranked at 4 as per total assets at end of 30th Sep 2017.

    Aditya Birla Sun Life Mutual Funds is one of the best and biggest asset management companies in India. It has a strong presence across the financial industry and has more than 16,000 employees working under it.

    They have four main visions that they aspire to achieve. The first being a leader in the mutual fund industry, rather than just being another competitor. The second is to be a role model by being the best in whatever they do. The third is to be a broad-based player to meet all the needs of their customers and the last is to become an integrated player to garner a competitive edge in the market.

    Aditya Birla Sun Life Mutual Fund offers various mutual fund schemes across various categories and sub- categories. An investor can choose the particular fund he/she wants to invest in based on their financial goals.

    Launch Date22 Dec 1994
    AddressOne India Bulls Centre ,Tower 1, 17th Flr, Jupiter Mill Compound,841,S.B. Marg,Elphinstone Road Mumbai 400 013
    Assets2,24,938 Cr
    SponsorNA
    Phone022 43568000
    Emailconnect@birlasunlife.com
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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