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Aditya Birla Sun Life Dynamic Bond Discipline Advantage Plan (Growth)

Returns (5yrs)
5.95 %
Latest NAV
23.01

Investment Calculator

  • Tenure
  • Returns %
  • Step Up %
Total Investment
Wealth Gained
Total Corpus Created
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Long Term Wealth
Inflation Beating Returns

Fund Information

as on 8th of August, 06:50 PM

The investment objective of the scheme is to generate optimal returns with high liquidity through active management of the portfolio by investing in Debt and Money Market Instruments.

Fund Managers

  • profile-pic
    Bhupesh Bameta
    profile-pic
    Maneesh Dangi
    profile-pic
    Pranay Sinha
  • expense-ratio
    Expense Ratio
    1.4
    benchmark
    Benchmark
    Nifty Composite Debt Index TR INR
  • Aum image
    AUM
    ₹ 1756.96 Crores
    ISIN
    ISIN
    INF209K01JW2
  • Category Risk:

    Moderate Risk

Holding Information

as on 8th of August, 06:50 PM

Top Holding

Govt Stock
18%
Jsw Energy Limited
6%
Power Finance Corporation Limited
5%
India Grid Trust
4%
Indian Railway Finance Corporation Limited
4%

Allocation

Debt
91%
Others
9%
Equity
0%

Investment Return Calculator

as on 8th of August, 06:50 PM
  • Of
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Total Corpus
Gains
Annualized %
  • Savings Bank
  • Fixed Deposit
  • Gold
  • Property
  • PPF
  • EPF
  • Mutual Fund(Equity)

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. Past performance is not an indicator of future returns.

Transaction

as on 8th of August, 06:50 PM
Minimum SIP Amount
0
Minimum Lumpsum Amount
5000
Lumpsum Multiple
100
SIP Multiple
100

About the Fund

Aditya Birla Sun Life Dynamic Bond Discipline Advantage Plan is a Dynamic bond Debt fund and has delivered an annualised return of 5.95% over a period of 5 years. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers names are Bhupesh Bameta, Maneesh Dangi, Pranay Sinha. The investment objective of the scheme is to generate optimal returns with high liquidity through active management of the portfolio by investing in Debt and Money Market Instruments. The fund charges 1.40000%. The minimum SIP amount for this is ₹0. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.