• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life Dynamic Bond Fund Segregated Portfolio 1 (Growth)
Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Dynamic Bond Fund Segregated Portfolio 1 (Growth)

DebtDynamic Bond

0.5732

NAV (Sep 30)

NA
Scripbox Opinion
Not Reviewed yet
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Fund Size

Rolling Returns

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

NAV ()

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
NA
6 Month CAGR
NA

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.

Expense Ratio
0
Launched (5y ago)
Nov 25, 2019
AUM in Crores
50.131
ISIN
INF209KB1R48
Lock-in
No Lock-in
Benchmark
Nifty Composite Debt Index TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Dhaval Joshi

Fund Manager

Mohit Sharma

Fund Manager

Bhupesh Bameta

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Aditya Birla Sun Life Dynamic Bond Fund Segregated Portfolio 1 (Growth)70%2,47,534 -4,85,078-59%
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.

Asset allocation and Holdings

Last updated on 2022-09-30

Top Debt Holdings

See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)

₹ 4,916 cr

₹ 10,652 cr

₹ 53,696 cr

₹ 14,524 cr

₹ 15,072 cr

amc-img

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 396,234 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 90 equity,371 debt and 20 hybrid funds.amc-img
phone-img022-43568000
Fund NameScripbox Opinion
Till Date CAGR

-

5%

6%

7.4%

6.1%

6.8%

6%

7.3%

6.1%

7.1%

Aditya Birla Sun Life Dynamic Bond Fund Segregated Portfolio 1 (G) Review

Aditya Birla Sun Life Dynamic Bond Fund Segregated Portfolio 1 (G) is a Dynamic Bond Debt fund and has delivered an annualised return of -33.6% over a period of 4 years. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Bhupesh Bameta, Dhaval Joshi, Mohit Sharma.

Nav of Aditya Birla Sun Life Dynamic Bond Fund Segregated Portfolio 1 (G) as of 9/30/2022 is ₹0.57 with the total AUM as of 7/22/2024 is ₹50.131. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Dynamic Bond Fund Segregated Portfolio 1 (G) was launched on Nov 25, 2019. The category risk of the fund is Moderate Risk.

The minimum SIP amount for Aditya Birla Sun Life Dynamic Bond Fund Segregated Portfolio 1 (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 Birla Sun Life Dynamic Bond Fund Segregated Portfolio 1 (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 Nifty Composite Debt Index TR INR.

Aditya Birla Sun Life Dynamic Bond Fund Segregated Portfolio 1 (G) is rated as a 0 fund in Debt and delivered -59% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Aditya Birla Sun Life Dynamic Bond Fund Segregated Portfolio 1 (G).

Frequently Asked Questions

What is Aditya Birla Sun Life Dynamic Bond Fund Segregated Portfolio 1 (G)?

Aditya Birla Sun Life Dynamic Bond Fund Segregated Portfolio 1 (G) is a Dynamic Bond Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

How to invest in Aditya Birla Sun Life Dynamic Bond Fund Segregated Portfolio 1 (G)?

You can invest in Aditya Birla Sun Life Dynamic Bond Fund Segregated Portfolio 1 (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 Birla Sun Life Dynamic Bond Fund Segregated Portfolio 1 (G)?

The minimum sip amount for Aditya Birla Sun Life Dynamic Bond Fund Segregated Portfolio 1 (G) is ₹0. You can invest in multiples of ₹5000.

Is Aditya Birla Sun Life Dynamic Bond Fund Segregated Portfolio 1 (G) good to invest in?

As per Scripbox experts, Aditya Birla Sun Life Dynamic Bond Fund Segregated Portfolio 1 (G) is a Not Reviewed Yet fund. You can investAditya Birla Sun Life Dynamic Bond Fund Segregated Portfolio 1 (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 Birla Sun Life Dynamic Bond Fund Segregated Portfolio 1 (G)?

The expense ratio of the Aditya Birla Sun Life Dynamic Bond Fund Segregated Portfolio 1 (G) is % for regular plan.