Aditya Birla Sun Life Reg Savings Fund Direct Plan Growth - Regular - Latest NAV [ ₹49.547 ], Returns, Performance, Portfolio & Returns 2021

Aditya Birla Sun Life Reg Savings Fund Direct Plan Growth

  • highlight
    9.61%
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    49.547

Min amount: ₹500

Calculate Returns

Rs. 500 invested monthly becomes Rs. 3.64 Lakhs in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years9.61%
3 Years7.04%
1 Year26.38%
6 Months13.19%
Fund Details
ISININF209K01XH4
RiskModerately High risk
Fund TypeConservative Allocation
NAV49.547
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
Rural Electrification Corporation Limited4.55%
U.P. Power Corporation Limited3.46%
Mahindra & Mahindra Financial Services Limited3.19%
U.P. Power Corporation Limited2.99%
U.P. Power Corporation Limited2.99%
National Bank For Agriculture And Rural Development2.84%
Indian Railway Finance Corporation Limited2.71%
REC Limited2.27%
8.25% Gujarat SDL 20242.26%
LIC Housing Finance Limited2.15%

About Aditya Birla Sun Life Regular Savings Fund - Direct Plan - Growth

Aditya Birla Sun Life Regular Savings Fund - Direct Plan - Growth aims to offer regular income by investing in a mix of equity and fixed income securities. The fund manager invests in a portfolio of debt instruments, with a small portion allocated towards stocks.

Pros and Cons of Aditya Birla Sun Life Regular Savings Fund - Direct Plan - Growth

Aditya Birla Sun Life Regular Savings Fund - Direct Plan - Growth invests in a portfolio of bonds and equity. The fund manager invests in debt instruments to protect the capital and generate regular income for the investors. A small portion of the portfolio is allocated towards stocks, to generate higher returns. On the flip side, the fund is not suitable for conservative investors as it invests in stocks.

Fund Information and Statistics

i) Inception/Launch Date

Aditya Birla Sun Life Regular Savings Fund was launched on 01 January 2013.

ii) Risk Level

Aditya Birla Sun Life Mutual Fund has put Aditya Birla Sun Life Regular Savings Fund, under the category of 'moderately high risk'. It is riskier as compared to debt funds.

iii) Redemption

Aditya Birla Sun Life Regular Savings Fund is an open-ended fund. It can be liquidated at any time.

iv) Fund Manager

Mr Dhaval Shah and Mr Pranay Sinha are the current fund managers of Aditya Birla Sun Life Regular Savings Fund.

v) Entry/Exit Load

SEBI norms have prevented mutual fund houses from levying an entry load. An exit load of 1% applies to the units in excess of 15%, if redeemed within 12 months from the date of allocation.

About Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Mutual Fund entered the mutual fund industry, after registering with the capital market regulator in 1994. It was started as a joint venture between Aditya Birla Capital Limited and Sun Life India (AMC) and counts them as sponsors. Aditya Birla Sun Life Trustee Private Limited is its trustee. As of June 2020, the total assets under management (AUM), was a massive Rs 2.14 lakh crore.

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Min amount: ₹500

Calculate Returns

Rs. 500 invested monthly becomes Rs. 3.64 Lakhs in a period of 20 years
Moderately High risk

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