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  • Aditya Birla Sun Life Dynamic Bond Fund Inc Dist cum Cap Wdrl (PIDCW-M)
Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Dynamic Bond Fund Inc Dist cum Cap Wdrl (PIDCW-M)

DebtDynamic Bond

10.4048

NAV (Oct 25)

4.4%
3 Year CAGR
Scripbox Opinion

Not Recommended

Click here for top ranked funds in dynamic bond mutual funds.

However, Scripbox does not recommend investing in dynamic bond mutual funds.

Dynamic Bond Funds have the flexibility to invest in instruments across duration.The exposure is dependent on the outlook of the Fund Manager.

Such funds are also allowed to invest across the credit quality spectrum.They tend to be exposed to higher credit risk and longer maturity paper which makes them quite volatile.We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher credit risk and higher interest rate risk.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

13 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

1,572 Cr. Medium within the category

Impact of Interest Rate Changes

High Interest Rate Risk. The impact on fund value is high when interest rates change

Credit Quality Of Fund's Portfolio

High Credit Risk. The fund has a lower credit quality compared to other debt funds

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Short Term Money

Short Term Money

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  • graph-icon-gray
    Historical growth rate of 6.5% per annum
  • graph-icon-gray
    Recommended Duration 1 - 5 years
  • graph-icon-gray
    No Lock-in
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    Expert Investing Only, Car, Down Payment

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Historical NAV

10.4048

NAV (Oct 25)

Fund Returns

Last 1Y
5.9%
Last 3Y
4.4%
Last 5Y
2.8%
Last 10Y
5.9%
Since Inception
6.1%
6 Month CAGR
3%
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Scheme Information

Investment Objective

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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Moderately High risk

Expense Ratio
1.65
Launched (13y ago)
Dec 05, 2008
AUM in Crores
1571.900
ISIN
INF209K01801
Lock-in
No Lock-in
Benchmark
Nifty Composite Debt Index TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

Bhupesh Bameta

Fund Manager

user-avatar

Mohit Sharma

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

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.

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Short Term Money

Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

  • Inflation beating returns
    Inflation beating returns
  • Expert Investing Only, Car, Down Payment
    Expert Investing Only, Car, Down Payment
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comparison

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record

Kotak Savings Fund (G)

recommended-badge

₹ 13,509 cr

5

recommended-badge

₹ 33,192 cr

5

recommended-badge

₹ 11,590 cr

5

recommended-badge

₹ 22,849 cr

5

recommended-badge

₹ 33,722 cr

5

amc-icon

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 313,741 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 83 equity,329 debt and 19 hybrid funds.

amc-img

  • tel-amc-about
    022-43568000
  • mail-amc-about
    care.mutualfunds@adityabirlacapital.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    recommended-badge

    21.5%

    15.1%

    recommended-badge

    5%

    7.1%

    top-ranked-badge

    5%

    6.9%

    top-ranked-badge

    5%

    7.2%

    top-ranked-badge

    4.9%

    6.8%

    growth

    Short Term Money

    Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

    • graph-icon-gray
      Historical growth rate of 6.5% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only, Car, Down Payment
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Kotak Savings Fund (Growth)

    Kotak Savings Fund (Growth)

    Debt

    Ultra Short

    ICICI Prudential Savings Fund (Growth)

    ICICI Prudential Savings Fund (Growth)

    Debt

    Low Duration

    Tata Liquid Fund (Growth)

    Tata Liquid Fund (Growth)

    Debt

    Liquid

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers
    We manage to deliver better strategies to people who trust us.

    We thrive on trust. You don’t need to just take our word for it! Get started with your wealth creation without worry.

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    Investing has helped me dream bigger for my life
    Dr. Shraddha BahirwaniSr. Dental Consultant

    About Aditya Birla Sun Life Dynamic Bond Fund Inc Dist cum Cap Wdrl (PIDCW-M)

    About Aditya Birla Sun Life Dynamic Bond Fund Inc Dist cum Cap Wdrl (PIDCW-M)

    Aditya Birla Sun Life Dynamic Bond Fund Inc Dist cum Cap Wdrl (PIDCW-M) is a Dynamic Bond Debt fund and has delivered an annualised return of 6.1% over a period of 12 years. . The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Bhupesh Bameta, Mohit Sharma

    Aditya Birla Sun Life Dynamic Bond Fund Inc Dist cum Cap Wdrl (PIDCW-M) Investment Objective

    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. . However, there is no assurance that the objective of the scheme will be realized.

    Aditya Birla Sun Life Dynamic Bond Fund Inc Dist cum Cap Wdrl (PIDCW-M) NAV,AUM,Risk

    The Aditya Birla Sun Life Dynamic Bond Fund Inc Dist cum Cap Wdrl (PIDCW-M) fund was launched on Dec 05, 2008. The NAV (Net Asset Value) of this Dynamic Bond Debt fund as of 2021-10-25 is ₹10.40. The total AUM (Asset Under Management) of the fund as of 26/10/2021 is ₹1571.9. The category risk of the Aditya Birla Sun Life Dynamic Bond Fund Inc Dist cum Cap Wdrl (PIDCW-M) fund is Moderately High risk. The fund charges 1.65 % as expense ratio.

    Aditya Birla Sun Life Dynamic Bond Fund Inc Dist cum Cap Wdrl (PIDCW-M) Holdings

    The fund’s highest allocation is towards Debt and has invested 98% in this asset class. The top three holdings of the fund are , 6.64% govt stock 2035 , 5.63% govt stock 2026 , tata housing development company limited , 7.57% govt stock 2033 , pipeline infrastructure private limited , tata realty and infrastructure limited , sundew properties limited , bharti hexacom limited , rural electrification corporation limited , mahindra rural housing finance limited , shriram - city union finance limited , punjab national bank , jm financial credit solutions limited , u.p. power corporation limited , u.p. power corporation limited , varanasi sangam expressway private limited , u.p. power corporation limited , adani ports and special economic zone limited , aditya birla housing finance limited , lic housing finance limited , hinduja leyland finance limited , godrej industries limited , bhopal dhule transmission company limited , bharat oman refineries limited , vedanta limited , punjab national bank , niif infrastructure finance limited , shriram transport finance company limited , andhra pradesh capital region development authority , nuvoco vistas corporation ltd. , andhra pradesh capital region development authority , national bank for agriculture and rural development , 08.33% rj sdl spl 2025 , bank of baroda , 06.90 tn sdl 2025 , muthoot finance limited , motherson sumi systems limited , 6.45% govt stock 2029 , clearing corporation of india limited , summit digitel infrastructure private limited , 06.70 tn sdl 2024 , first business receivables trust , net receivables / (payables) , first business receivables trust , first business receivables trust , first business receivables trust , national highways authority of india , 7.59% govt stock 2026 , nhpc limited (national hydroelectric power corporation limited) , 7.75% tn sdl spl 2025 , first business receivables trust , indostar capital finance limited , food corporation of india , tata capital financial services limited , jharkhand road projects implementation company limited , jharkhand road projects implementation company limited , power finance corporation limited , first business receivables trust , manappuram finance limited , first business receivables trust , 6.79% govt stock 2029 , jharkhand road projects implementation company limited , 7.29% wb sdl 2026 , jharkhand road projects implementation company limited , 8.15% govt stock 2026 , jharkhand road projects implementation company limited , jharkhand road projects implementation company limited , 7.95% govt stock 2032 , jharkhand road projects implementation company limited , 8.35% govt stock 2022 , 08.37 tn sdl 2029 , jharkhand road projects implementation company limited , 08.43 up sdl 2029 , 08.35 gj sdl 2029

    Aditya Birla Sun Life Dynamic Bond Fund Inc Dist cum Cap Wdrl (PIDCW-M) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹1000 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.

    Aditya Birla Sun Life Dynamic Bond Fund Inc Dist cum Cap Wdrl (PIDCW-M) Investment volatility and Horizon

    This fund 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 Nifty Composite Debt Index TR INR.

    Aditya Birla Sun Life Dynamic Bond Fund Inc Dist cum Cap Wdrl (PIDCW-M) Review

    Aditya Birla Sun Life Dynamic Bond Fund Inc Dist cum Cap Wdrl (PIDCW-M) has a score of 1 on a scale of 5. The fund has a score of 5 out of 5 based on historical performance. As compared to the other funds in its category, Aditya Birla Sun Life Dynamic Bond Fund Inc Dist cum Cap Wdrl (PIDCW-M) has a score of 3out of 5 The credit risk of the fund is 2 out of 5 as compared to other debt funds.

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