Get the best Upwardly Experience on our App. Install Now

+91 73377 40002

9AM - 9PM

Asset Size:2331Cr
Expense Ratio:1.82%
Fund Manager(s):Satyabrata Mohanty,Pranay Sinha,Vineet Maloo,
5year Returns:10.97%

check

Aditya Birla Sun Life Regular Savings Fund Regular Plan Growth

Balanced Debt | Conservative Allocation

Nav : 39.0009 ( -0.15%) April 18th, 2019

People currently viewing this : 1

Rank (of 245)

5

Annualized Returns(5 yrs)

10.97%

Investment Horizon

1-3 Yr

Doubled Money

6yrs 8m

Returns since May 22nd, 2004

9.56%

Amount Invested

57.2L

Projected Wealth Gained

62.9L

Projected Maturity Amount

1.2Cr

Balanced Debt | Conservative Allocation

Nav : 39.0009 ( -0.15%) April 18th, 2019

People currently viewing this : 1

Upwardly's Take :

Conservative investors looking for a very little equity exposure should invest in this fund to gain tax benefits with an investment horizon of at least 3 years. Effective tax rate can be lower than 5%.

Ideal for a short term goal like vacation, down-payment for home, wedding and car purchase.

Amount Invested

57.2L

Projected Wealth Gained

62.9L

Projected Maturity Amount

1.2Cr

Rank (of 245)

5

Annualized Returns(5 yrs)

10.97%

Investment Horizon

1-3 Yr

Doubled Money

6yrs 8m

Returns since May 22nd, 2004

9.56%

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

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

An Open-ended income scheme with the objective to generate regular income so as to make monthly payment or distribution to unit holders with the secondary objective being growth of capital. Monthly Income is not assured and is subject to availability of distributable surplus.

Basic Details
Fund House
Aditya Birla Sun Life
Launch Date
May 22nd, 2004
Expense Ratio
1.82%
Fund Category Risk
Moderate
Std Dev (1Yr)
6.338
Std Dev (3Yr)
6.233
Std Dev (5Yr)
6.532
Asset Size
2331Cr
Investment Details
Investment Plan
Growth
Return since Launch
9.56 %
Exit Load
1% if withdrawn within 365 Day(s)
No exit load if withdrawn after 365 Day(s)
YTM
12.09 %
Modified Duration
1.78
Contact Details
Phone No.
+91 22 43568000