Aditya Birla Sun Life Reg Savings Fund Direct Plan Growth
- 8.59%
- (+0.05)51.9596
Min amount: ₹500
Calculate Returns
₹0 in a period of 20 years
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Fund Summary
| Period | Returns(per year) |
|---|---|
| 10 Years | -- |
| 5 Years | 8.59% |
| 3 Years | 8.25% |
| 1 Year | 23.75% |
| 6 Months | 8.05% |
| Fund Details | |
|---|---|
| ISIN | INF209K01XH4 |
| Risk | Moderately High risk |
| Fund Type | Conservative Allocation |
| NAV | 51.9596 |
| Exit Load | 1% for 365 Days |
More about this fund
| Top Holdings | Weightage |
|---|---|
| Clearing Corporation Of India Limited | 12.44% |
| GOVT STOCK | 5.78% |
| Net Receivables / (Payables) | 5.59% |
| Rural Electrification Corporation Limited | 4.51% |
| Mahindra & Mahindra Financial Services Limited | 3.22% |
| U.P. Power Corporation Limited | 3.08% |
| U.P. Power Corporation Limited | 2.97% |
| U.P. Power Corporation Limited | 2.96% |
| 8.25% Gujarat SDL 2024 | 2.25% |
| REC Limited | 2.25% |
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
₹0 in a period of 20 years
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