• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life Liquid Discipline Advantage Plan (Growth)

Formerly Aditya BSL Cash Plus DAP Gr

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Liquid Discipline Advantage Plan (Growth)

DebtLiquid

Top Ranked

241.4891

NAV (Mar 27)

4.3%
3 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within liquid mutual funds.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

Rolling Returns

Category Leader

The fund has been a Category Leader on the Rolling Returns metric

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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

241.4891

NAV (Mar 27)

Fund Returns

Last 1Y

5.6%

Last 3Y

4.3%

Last 5Y

5.3%

Last 10Y

6.6%

Since Inception

6.6%

6 Month CAGR

3.2%

Scheme Information

Investment Objective

The objective of the scheme is to provide reasonable returns at a high level of safety and liquidity through judicious investments in high quality debt and money market instruments.

Expense Ratio

0.34

Launched (14y ago)

Jun 24, 2009

AUM in Crores

33206.158

ISIN

INF209K01KZ3

Lock-in

No Lock-in

Benchmark

CRISIL Liquid Fund TR INR

SIP Minimum

0

Lumpsum Min.

1000

Standard Deviation (3yr)

0.4

Standard Deviation (5yr)

0.5

Beta (3yr)

1.09

Beta (5yr)

1

Sharpe Ratio (3yr)

-1.422

Sharpe Ratio (5yr)

0.693

YTM

7.22

Fund Managers

Kaustubh Gupta

Fund Manager

Sanjay Pawar

Fund Manager

Sunaina Cunha

Fund Manager

Harshil Suvarnkar

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Aditya Birla Sun Life Liquid Discipline Advantage Plan (Growth)70%832,037 99,4255.3%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2023-03-27

Top Debt Holdings

reverse repo

9.1%
9.1%

91 Days Treasury Bill 30-03-2023

7.4%
7.4%

indian bank

5.3%
5.3%

7.16 5/20/2023 12:00:00 am

3.4%
3.4%

bank of maharashtra

3%
3%
See all holdings

Compare Aditya Birla Sun Life Liquid Discipline Advantage Plan (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 49,144 cr

₹ 13,831 cr

₹ 18,485 cr

₹ 12,884 cr

₹ 49,144 cr

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 285,685 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 83 equity,338 debt and 16 hybrid funds.

amc-img

  • 022-43568000
  • care.mutualfunds@adityabirlacapital.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    -

    2.8%

    5.7%

    7.4%

    5.7%

    6.7%

    5.7%

    7.3%

    5.7%

    7%

    Aditya Birla Sun Life Liquid Discipline Advantage Plan (G) Review

    Aditya Birla Sun Life Liquid Discipline Advantage Plan (G) is a Liquid Debt fund and has delivered an annualised return of 6.6% over a period of 13 years. The fund was previously known as Aditya BSL Cash Plus DAP Gr. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Harshil Suvarnkar, Kaustubh Gupta, Sanjay Pawar, Sunaina Cunha.

    Nav of Aditya Birla Sun Life Liquid Discipline Advantage Plan (G) as of 3/27/2023 is ₹241.49 with the total AUM as of 3/28/2023 is ₹33206.158. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Liquid Discipline Advantage Plan (G) was launched on Jun 24, 2009. The category risk of the fund is Moderate Risk.

    The minimum SIP amount for Aditya Birla Sun Life Liquid Discipline Advantage Plan (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 ₹1000. Check your estimated returns on mutual funds by using sip calculator.

    Aditya Birla Sun Life Liquid Discipline Advantage Plan (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 Liquid Fund TR INR.

    Aditya Birla Sun Life Liquid Discipline Advantage Plan (G) is rated as a 4 fund in Debt and delivered 5.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Aditya Birla Sun Life Liquid Discipline Advantage Plan (G).

    Frequently Asked Questions

    What is Aditya Birla Sun Life Liquid Discipline Advantage Plan (G)?

    Aditya Birla Sun Life Liquid Discipline Advantage Plan (G) is a Liquid 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 Liquid Discipline Advantage Plan (G)?

    You can invest in Aditya Birla Sun Life Liquid Discipline Advantage Plan (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 Liquid Discipline Advantage Plan (G)?

    The minimum sip amount for Aditya Birla Sun Life Liquid Discipline Advantage Plan (G) is ₹0. You can invest in multiples of ₹1000.

    Is Aditya Birla Sun Life Liquid Discipline Advantage Plan (G) good to invest in?

    As per Scripbox experts, Aditya Birla Sun Life Liquid Discipline Advantage Plan (G) is a Top Ranked fund. You can investAditya Birla Sun Life Liquid Discipline Advantage Plan (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 Liquid Discipline Advantage Plan (G)?

    The expense ratio of the Aditya Birla Sun Life Liquid Discipline Advantage Plan (G) is 0.34% for regular plan.