+91 73377 40002

8AM - 8PM

Asset Size:13264Cr
Expense Ratio:0.68%
Fund Manager(s):Kaustubh Gupta,Maneesh Dangi,
5year Returns:8.97%

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Aditya Birla Sun Life Banking & PSU Debt Fund Growth Regular Plan

Aditya Birla Sun Life       

Debt
Banking & PSU

Nav : 280.2323 ( -0.02%) October 27th, 2020

People currently viewing this : 1

Rank (of 245)

9

Annualized Returns(5 yrs)

8.97%

Investment Horizon

>3 Yr

Doubled Money

8yrs 1m

Returns since May 9th, 2008

8.6%

Min Investment ₹1000

Amount Invested

57.2L

Projected Wealth Gained

46.1L

Projected Maturity Amount

1Cr

Aditya Birla Sun Life     

Debt
Banking & PSU

Nav : 280.2323 ( -0.02%) October 27th, 2020

People currently viewing this : 1

Upwardly's Take :

The fund's return does not fluctuate too much. Stay invested in this fund for more than 3 years to get tax indexation benefits. The effective tax rate can be as low as 2-3% (compared to 31% in FDs)

This is a great substitute for FD. Park your money here and get substantially higher returns than FD. Ideal Investment horizon is 3 years plus.

Min Investment ₹1000

Amount Invested

57.2L

Projected Wealth Gained

46.1L

Projected Maturity Amount

1Cr

Rank (of 245)

9

Annualized Returns(5 yrs)

8.97%

Investment Horizon

>3 Yr

Doubled Money

8yrs 1m

Returns since May 9th, 2008

8.6%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

FUND DETAIL INFORMATION

To generate reasonable returns by primarily investing in debt and money market securities that are issued by Banks,Public Sector Undertakings (PSUs) and Public Financial Institutions (PFIs) in India.

Basic Details
Fund House
Aditya Birla Sun Life
Launch Date
May 9th, 2008
Expense Ratio
0.68%
Fund Category Risk
Moderate
Std Dev (1Yr)
2.423
Std Dev (3Yr)
2.089
Std Dev (5Yr)
2.422
Asset Size
13264Cr
Investment Details
Investment Plan
Growth
Return since Launch
8.6 %
Exit Load
No Exit Load
YTM
5.6 %
Modified Duration
2.94
Contact Details
Phone No.
+91 22 43568000