Aditya Birla Sun Life Savings Fund Regular Plan Growth

Risk: Moderate
₹ 515.64
NAV (Sep 17,2024)

The Aditya Birla Sun Life Savings Fund - Regular Plan - Growth is a popular investment option offered by Aditya Birla Sun Life Insurance. With an expense ratio of 0.55%, this fund has an established date of 16th April 2003 and has an AUM (Assets Under Management) of INR 12169.59. The minimum investment required to start investing in this fund is INR 1000, and it offers a flexible lock-in period. It is a great choice for those looking to grow their savings in the Indian currency format.

Aditya Birla Sun Life Savings Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Aditya Birla Sun Life Savings Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    0
  • P/B Ratio
    UM_URBAN_MONEY

    0
  • Alpha
    UM_URBAN_MONEY

    0
  • Beta
    UM_URBAN_MONEY

    0
  • Sharpe
    UM_URBAN_MONEY

    0.61
  • Sortino
    UM_URBAN_MONEY

    1.33

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.55%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 12169.59 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹1000.00

Scheme Riskometer

Investors understand that their principal will be at
Moderate

Investment Return Calculator

as on Sep 19, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 10,186.63 (1.87%)₹ 10,385.32 (3.85%)₹ 10,749.86 (7.50%)₹ 11,953.31 (19.53%)₹ 13,424.23 (34.24%)
₹ 30,000₹ 30,559.89 (1.87%)₹ 31,155.96 (3.85%)₹ 32,249.58 (7.50%)₹ 35,859.93 (19.53%)₹ 40,272.69 (34.24%)
₹ 50,000₹ 50,933.15 (1.87%)₹ 51,926.6 (3.85%)₹ 53,749.3 (7.50%)₹ 59,766.55 (19.53%)₹ 67,121.15 (34.24%)
₹ 80,000₹ 81,493.04 (1.87%)₹ 83,082.56 (3.85%)₹ 85,998.88 (7.50%)₹ 95,626.48 (19.53%)₹ 1,07,393.84 (34.24%)
₹ 1,00,000₹ 1,01,866.3 (1.87%)₹ 1,03,853.2 (3.85%)₹ 1,07,498.6 (7.50%)₹ 1,19,533.1 (19.53%)₹ 1,34,242.3 (34.24%)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • HDFC Bank Limited FRN6.90%
  • TATA Realty & Infrastructure Limited5.52%
  • National Bank For Agriculture and Rural Development5.48%
  • Small Industries Development Bank of India5.31%
  • The Federal Bank Limited4.68%
  • Indian Bank4.66%
  • Axis Bank Limited4.39%
  • Cholamandalam Investment and Finance Company Limited FRN4.00%
  • HDFC Bank Limited3.94%
  • Bharti Telecom Limited FRN3.92%
  • Government of India3.87%
  • ICICI Bank Limited3.18%
  • Bharti Hexacom Limited2.96%
  • Hindalco Industries Limited2.87%
  • The Jammu & Kashmir Bank Limited2.87%
  • Pipeline Infrastructure Limited2.55%
  • Tata Teleservices Limited2.03%
  • JM Financial Products Limited1.83%
  • Reverse Repo1.64%
  • Punjab National Bank1.62%
  • DBS Bank Ltd India1.53%
  • Shriram Finance Ltd1.47%
  • Muthoot Finance Limited1.34%
  • Godrej Consumer Products Limited1.21%
  • Bank of Baroda1.21%
  • REC Limited1.17%
  • Tata Power Company Limited1.11%
  • Tata Motors Finance Solutions Limited1.01%
  • Cholamandalam Investment and Finance Company Limited1.01%
  • State Government Securities0.98%
  • ICICI Home Finance Company Limited0.82%
  • Godrej Industries Limited0.82%
  • Canara Bank0.81%
  • Bahadur Chand Investments Pvt Limited0.79%
  • Brookfield India Real Estate Trust0.78%
  • Power Finance Corporation Limited0.74%
  • GOI JUN STRIPS0.70%
  • DAYS T BILL MAR0.69%
  • Bharti Telecom Limited0.62%
  • Godrej Properties Limited0.61%
  • Shriram Housing Finance Ltd FRN0.51%
  • Shriram Finance Ltd FRN0.50%
  • GOI DEC STRIPS0.50%
  • Sun Petrochemicals Pvt Ltd FRN0.41%
  • National Housing Bank0.41%
  • Crompton Greaves Consumer Electricals Limited0.41%
  • SMFG India Credit Co Ltd0.41%
  • Embassy Office Parks REIT0.41%
  • Hinduja Leyland Finance Limited0.41%
  • Tata Capital Financial Services Limited FRN0.41%
  • JM Financial Credit Solutions Ltd0.41%
  • State Bank of India0.40%
  • GOI SEP STRIPS0.39%
  • Torrent Power Limited0.36%
  • LIC Housing Finance Limited0.33%
  • SBI Corporate Debt Market Development Fund A Units0.31%
  • GOI SEP G SEC Strips0.28%
  • Mahindra Rural Housing Finance Limited FRN0.21%
  • Cholamandalam Financial Holdings Limited0.20%
  • Bajaj Finance Limited0.20%
  • GOI AUG STRIPS0.18%
  • Kotak Mahindra Bank Limited0.16%
  • Clearing Corporation of India Limited0.15%
  • Larsen & Toubro Limited0.12%
  • First Business Receivables Trust0.12%
  • Net Receivables Payables-1.91%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

HDFC Ultra Short Term Fund - Regular Plan - GrowthHDFC Ultra Short Term Fund - Regular Plan - Growth

DEBT

Low to Moderate

7.48%

Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - GrowthBaroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth

DEBT

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7.42%

HSBC Ultra Short Duration Fund - Regular Plan - GrowthHSBC Ultra Short Duration Fund - Regular Plan - Growth

DEBT

Low to Moderate

7.42%

UTI Ultra Short Duration Fund - Regular Plan - GrowthUTI Ultra Short Duration Fund - Regular Plan - Growth

DEBT

Moderate

7.12%

Kotak Savings Fund - GrowthKotak Savings Fund - Growth

DEBT

Low to Moderate

7.09%

Bandhan Ultra Short Term Fund - Regular Plan - GrowthBandhan Ultra Short Term Fund - Regular Plan - Growth

DEBT

Low to Moderate

6.64%

PGIM India Ultra Short Duration Fund - GrowthPGIM India Ultra Short Duration Fund - Growth

DEBT

Low to Moderate

6.27%

LIC MF Ultra Short Duration Fund - Regular Plan - GrowthLIC MF Ultra Short Duration Fund - Regular Plan - Growth

DEBT

Low to Moderate

5.86%

Bank of India Ultra Short Duration Fund - Regular Plan - GrowthBank of India Ultra Short Duration Fund - Regular Plan - Growth

DEBT

Low to Moderate

5.85%

L&T Ultra Short Term Fund - GrowthL&T Ultra Short Term Fund - Growth

DEBT

Low to Moderate

5.15%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

HDFC Ultra Short Term Fund - Regular Plan - GrowthHDFC Ultra Short Term Fund - Regular Plan - Growth

DEBT

Low to Moderate

7.25%

Invesco India Ultra Short Duration Fund - GrowthInvesco India Ultra Short Duration Fund - Growth

DEBT

Low to Moderate

7.20%

Mahindra Manulife Ultra Short Duration Fund - Regular Plan - GrowthMahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth

DEBT

Low to Moderate

7.13%

DSP Ultra Short Fund - Regular Plan - GrowthDSP Ultra Short Fund - Regular Plan - Growth

DEBT

Low to Moderate

6.92%

Tata Ultra Short Term Fund - Regular Plan - GrowthTata Ultra Short Term Fund - Regular Plan - Growth

DEBT

Low to Moderate

6.77%

WhiteOak Capital Ultra Short Duration Fund - Regular Plan - GrowthWhiteOak Capital Ultra Short Duration Fund - Regular Plan - Growth

DEBT

Low to Moderate

6.69%

Canara Robeco Ultra Short Term Fund - Regular Plan - GrowthCanara Robeco Ultra Short Term Fund - Regular Plan - Growth

DEBT

Low to Moderate

6.60%

Sundaram Ultra Short Duration Fund - GrowthSundaram Ultra Short Duration Fund - Growth

DEBT

Low to Moderate

6.26%

Motilal Oswal Ultra Short Term Fund - Regular Plan - GrowthMotilal Oswal Ultra Short Term Fund - Regular Plan - Growth

DEBT

Low to Moderate

5.90%

L&T Ultra Short Term Fund - GrowthL&T Ultra Short Term Fund - Growth

DEBT

Low to Moderate

4.22%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - GrowthBaroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth

DEBT

Low to Moderate

6.07%

Mirae Asset Ultra Short Duration Fund - Regular Plan - GrowthMirae Asset Ultra Short Duration Fund - Regular Plan - Growth

DEBT

Moderate

6.00%

HDFC Ultra Short Term Fund - Regular Plan - GrowthHDFC Ultra Short Term Fund - Regular Plan - Growth

DEBT

Low to Moderate

5.79%

Mahindra Manulife Ultra Short Duration Fund - Regular Plan - GrowthMahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth

DEBT

Low to Moderate

5.77%

Invesco India Ultra Short Duration Fund - GrowthInvesco India Ultra Short Duration Fund - Growth

DEBT

Low to Moderate

5.62%

Tata Ultra Short Term Fund - Regular Plan - GrowthTata Ultra Short Term Fund - Regular Plan - Growth

DEBT

Low to Moderate

5.45%

DSP Ultra Short Fund - Regular Plan - GrowthDSP Ultra Short Fund - Regular Plan - Growth

DEBT

Low to Moderate

5.41%

WhiteOak Capital Ultra Short Duration Fund - Regular Plan - GrowthWhiteOak Capital Ultra Short Duration Fund - Regular Plan - Growth

DEBT

Low to Moderate

5.28%

Canara Robeco Ultra Short Term Fund - Regular Plan - GrowthCanara Robeco Ultra Short Term Fund - Regular Plan - Growth

DEBT

Low to Moderate

5.26%

Sundaram Ultra Short Duration Fund - GrowthSundaram Ultra Short Duration Fund - Growth

DEBT

Low to Moderate

5.01%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

HDFC Ultra Short Term Fund - Regular Plan - GrowthHDFC Ultra Short Term Fund - Regular Plan - Growth

DEBT

Low to Moderate

5.69%

L&T Ultra Short Term Fund - GrowthL&T Ultra Short Term Fund - Growth

DEBT

Low to Moderate

5.61%

Kotak Savings Fund - GrowthKotak Savings Fund - Growth

DEBT

Low to Moderate

5.46%

Invesco India Ultra Short Duration Fund - GrowthInvesco India Ultra Short Duration Fund - Growth

DEBT

Low to Moderate

5.18%

Tata Ultra Short Term Fund - Regular Plan - GrowthTata Ultra Short Term Fund - Regular Plan - Growth

DEBT

Low to Moderate

5.04%

DSP Ultra Short Fund - Regular Plan - GrowthDSP Ultra Short Fund - Regular Plan - Growth

DEBT

Low to Moderate

4.99%

WhiteOak Capital Ultra Short Duration Fund - Regular Plan - GrowthWhiteOak Capital Ultra Short Duration Fund - Regular Plan - Growth

DEBT

Low to Moderate

4.83%

Canara Robeco Ultra Short Term Fund - Regular Plan - GrowthCanara Robeco Ultra Short Term Fund - Regular Plan - Growth

DEBT

Low to Moderate

4.77%

Sundaram Ultra Short Duration Fund - GrowthSundaram Ultra Short Duration Fund - Growth

DEBT

Low to Moderate

4.51%

Motilal Oswal Ultra Short Term Fund - Regular Plan - GrowthMotilal Oswal Ultra Short Term Fund - Regular Plan - Growth

DEBT

Low to Moderate

4.44%

Show all Funds

Fund Managers

KG

Mr. Kaustubh GuptaFund Manager

Mr. KaustubhGupta has over 5 years of experience. Prior to joining BSLAMC, he worked with ICICI Bank Treasury.

SC

Ms. Sunaina da CunhaFund Manager

Ms. Sunaina da Cunha She has over 7 years of experience. Prior to joining BSLAMC, she worked with Aditya Birla Management Corporation Ltd.

MG

Ms. Monika GandhiSenior Credit Analyst - Fixed Income

Ms. Monika Gandhi has an overall experience of more than 16 years in Banking and Financial Services industry.She joined ABSLAMC in August 2017 as a Senior Credit Analyst – Fixed Income. She has been working closely with other Fund Managers and team members in the investment team.Prior to joining ABSLAMC, she was a Deputy General Manager in IDBI Bank for 13 years wherein she handled project appraisal, credit evaluation and credit monitoring for Large and Mid-Corporates.

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Aditya Birla Sun Life Savings Fund - Regular Plan - Growth

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FAQ's

What is the risk level associated with the Aditya Birla Sun Life Savings Fund - Regular Plan - Growth?

The Aditya Birla Sun Life Savings Fund - Regular Plan - Growth is a Moderate risk mutual fund.

What is the current NAV (Net Asset Value) of the Aditya Birla Sun Life Savings Fund - Regular Plan - Growth as of Sep 17,2024?

The current NAV of the Aditya Birla Sun Life Savings Fund - Regular Plan - Growth as of Sep 17,2024 is INR 515.64.

What are the returns generated by the Aditya Birla Sun Life Savings Fund - Regular Plan - Growth over the past 1, 3, and 5 years?

The Aditya Birla Sun Life Savings Fund - Regular Plan - Growth has delivered returns of 7.26% over 1 year, 5.45% over 3 years, and 6.22% over 5 years.

What is the expense ratio associated with the Aditya Birla Sun Life Savings Fund - Regular Plan - Growth?

The expense ratio of the Aditya Birla Sun Life Savings Fund - Regular Plan - Growth stands at 0.55%.

What is the minimum investment amount required for the Aditya Birla Sun Life Savings Fund - Regular Plan - Growth?

The minimum investment amount needed for the Aditya Birla Sun Life Savings Fund - Regular Plan - Growth is INR 1000.

Is there a systematic investment plan (SIP) available for the Aditya Birla Sun Life Savings Fund - Regular Plan - Growth?

Yes, SIP is available for the Aditya Birla Sun Life Savings Fund - Regular Plan - Growth with a minimum investment of INR 1000 per month.

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