Aditya Birla Sun Life Dynamic Bond Fund Direct Plan Growth
- 6.85%
- (--0.01)35.6524
Min amount: ₹1,000
Calculate Returns
- Fund Summary
- More about Fund
- Related funds
- Why Cleartax
- FAQs
Fund Summary
| Period | Returns(per year) |
|---|---|
| 10 Years | -- |
| 5 Years | 6.85% |
| 3 Years | 5.67% |
| 1 Year | 7.39% |
| 6 Months | 3.17% |
| Fund Details | |
|---|---|
| ISIN | INF209K01N82 |
| Risk | Moderate Risk |
| Fund Type | Dynamic Bond |
| NAV | 35.6524 |
| Exit Load | 0.5% for 90 Days |
More about this fund
| Top Holdings | Weightage |
|---|---|
| 7.57% Govt Stock 2033 | 5.73% |
| Power Finance Corporation Limited | 5.13% |
| India Grid Trust | 4.43% |
| Tata Housing Development Company Limited | 3.35% |
| Pipeline Infrastructure Private Limited | 3.33% |
| Tata Realty and Infrastructure Limited | 3.11% |
| Power Finance Corporation Limited | 3.08% |
| Shriram Transport Finance Company Limited | 3.06% |
| Rural Electrification Corporation Limited | 3.04% |
| Punjab National Bank | 2.51% |
About Aditya Birla Sun Life Dynamic Bond Fund - Direct Plan - Growth
The main objective of Aditya Birla Sun Life Dynamic Bond Fund is to provide optimum returns along with high levels of liquidity. The fund’s portfolio is actively managed and invests across high-quality fixed income securities in debt and money markets.
Pros and Cons of Aditya Birla Sun Life Dynamic Bond Fund - Direct Plan - Growth
Investing in this fund is suitable for those looking to gain exposure to a balanced portfolio which invests across debt and money market assets. You can invest as low as Rs 1,000 a month. You may consider investing in this fund if your investment horizon is at least three years. On the flip side, the returns can be curtailed as equity exposure is minimal to nil.
Fund Information and Statistics
i) Inception/Launch Date
Aditya Birla Sun Life Dynamic Bond Fund - Direct Plan - Growth was launched on 1 January 2013.
ii) Risk Level
Aditya Birla Sun Life Dynamic Bond Fund has been categorised under ‘moderate risk’ class of mutual funds. However, it is less risky as compared to an equity fund.
iii) Redemption
Since Aditya Birla Sun Life Dynamic Bond Fund is an open-ended mutual fund scheme, you can redeem your investment at any time.
iv) Fund Manager
Mr Pranay Sinha and Mr Bhupesh Bameta are the current fund managers of Aditya Birla Sun Life Dynamic Bond Fund - Direct Plan - Growth.
v) Entry/Exit Load
There is no entry load as per the regulations of the Indian securities market watchdog. An exit load of 0.50% would be charged on redeeming units in excess of 15% within ninety days of allotment. No exit load applies after ninety days.
About Aditya Birla Sun Life Mutual Fund
Aditya Birla Sun Life Mutual Fund came into existence due to the joint venture between Aditya Birla Capital Limited and Sun Life AMCInvestments Inc. they also happen to be the sponsors of Aditya Birla Sun Life Mutual Fund. It was incorporated in 1994 when it registered with the Securities and Exchange Board of India (SEBI), the Indian market regulator, with Aditya Birla Sun Life Trustee Private Limited as its trustee. As per the latest information available, the assets under management (AUM) of the Aditya Birla Sun Life fund house amounted to Rs 2.14 lakh crore.
Customer Reviews
" Great investing experience! Contacted the support with queries.. Got immediate response and all my doubts clarified. Will definitely recommend ClearTax to friends "
IT Developer, Bangalore" I am new to investments and got all the information I need on your website. The suggestions for mutual fund investments and tax savings are great. "
Software Engineer, Indore" Investing through ClearTax is super easy and simple. It is extremely helpful for investors with less finance knowledge. "
Campus Manager, Bangalore
Invest Now in 3 Easy Steps
- 1
- 2
- 3
Why ClearTax Invest?
Our experts do all the research and offer only the BEST mutual funds- Trusted by Over 25 Lakh Indians
- Invest in just 5 minutes
- No paperwork required
- Simple and easy to use
Frequently Asked Questions
- Read More
Min amount: ₹1,000
Calculate Returns
All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,
- High Risk = High possible returns
- Low Risk = Stable, relatively lower returns