Formerly Aditya Birla SL Dual Advtg Ser 2 Reg Gr
₹ 13.1691
NAV (Apr 28)
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 13.1691
NAV (Apr 28)
Last 1Y | 4.6% |
Last 3Y | 8.5% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 8.9% |
6 Month CAGR | -0.8% |
The primary investment objective of the scheme is to generate income by investing in a portfolio of fixed income securities maturing on or before the maturity of the scheme. The secondary objective is to generate capital appreciation by investing a portion of the scheme corpus in Equity and equity related instruments.
Expense Ratio | 0 |
Launched (5y ago) | Feb 01, 2019 |
AUM in Crores | 60.868 |
ISIN | INF209KB1D93 |
Lock-in | No Lock-in |
Benchmark | CRISIL Hybrid 75+25 - ConservativeTR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 4.8 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Aditya BSL Dual Advantage Fund Series 2 (Growth) | 9,00,761 | 1,68,149 | 8.5% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Fund Name | Fund Size | Rolling Returns |
---|---|---|
₹ 52,980 cr | ||
₹ 14,765 cr | ||
₹ 13,853 cr | ||
₹ 12,705 cr | ||
₹ 9,602 cr |
Aditya Birla Sun Life AMC Ltd
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
- | 4.6% | ||
5.6% | 7.4% | ||
5.7% | 6.8% | ||
5.6% | 7.3% | ||
5.7% | 7.1% |
Aditya BSL Dual Advantage Fund Series 2 (G) is a Fixed Maturity Plan Debt fund and has delivered an annualised return of 8.9% over a period of 5 years. The fund was previously known as Aditya Birla SL Dual Advtg Ser 2 Reg Gr. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund manager’s name is Mohit Sharma.
Nav of Aditya BSL Dual Advantage Fund Series 2 (G) as of 4/28/2022 is ₹13.17 with the total AUM as of 3/19/2024 is ₹60.868. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya BSL Dual Advantage Fund Series 2 (G) was launched on Feb 01, 2019. The category risk of the fund is Moderate Risk.
The minimum SIP amount for Aditya BSL Dual Advantage Fund Series 2 (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Aditya BSL Dual Advantage Fund Series 2 (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL Hybrid 75+25 - ConservativeTR INR.
Aditya BSL Dual Advantage Fund Series 2 (G) is rated as a 0 fund in Debt and delivered 4.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Aditya BSL Dual Advantage Fund Series 2 (G).
What is Aditya BSL Dual Advantage Fund Series 2 (G)?
How to invest in Aditya BSL Dual Advantage Fund Series 2 (G)?
You can invest in Aditya BSL Dual Advantage Fund Series 2 (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Aditya BSL Dual Advantage Fund Series 2 (G)?
The minimum sip amount for Aditya BSL Dual Advantage Fund Series 2 (G) is ₹0. You can invest in multiples of ₹5000.
Is Aditya BSL Dual Advantage Fund Series 2 (G) good to invest in?
As per Scripbox experts, Aditya BSL Dual Advantage Fund Series 2 (G) is a Not Reviewed Yet fund. You can investAditya BSL Dual Advantage Fund Series 2 (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Aditya BSL Dual Advantage Fund Series 2 (G)?
The expense ratio of the Aditya BSL Dual Advantage Fund Series 2 (G) is % for regular plan.