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  • Aditya Birla Sun Life AMC Ltd
  • Aditya Birla Sun Life Liquid Discipline Advantage Plan (Growth)

Formerly Aditya BSL Cash Plus DAP Gr

Aditya Birla Sun Life Liquid Discipline Advantage Plan (Growth)

Aditya Birla Sun Life Liquid Discipline Advantage Plan (Growth)

Debt

Liquid

Top Ranked

219.1712

NAV (Nov 24)

Scripbox Opinion

Top Ranked

This fund is recommended for investment within liquid mutual funds.

Liquid funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.

Our analysis of this fundLearn how we rate funds ->

Track Record

11 Years

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

Relative Size

34,022 Cr

Category leader in size

Impact of Interest Rate Changes

Low Interest Rate Risk

The impact on fund value is quite low when interest rates change

Credit Quality Of Fund's Portfolio

Low Credit Risk

The fund has a high credit quality compared to other debt funds

Emergency Money

Emergency Money

Invest in a scientifically curated set of liquid funds which are best aligned towards achieving any objectives where liquidity and stability are the priority.

Learn why choose a plan over a fund ->
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    Historical growth rate of 6.5% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
  • graph-icon-gray
    Emergency
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Scheme Information

Investment Objective

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

Low

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Moderately Low

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Moderate

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Moderately High

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High

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Low Risk

0.31 %

Expense Ratio

Jun 24, 2009

Launched (11y ago)

₹ 34,022

AUM in Crores

INF209K01KZ3

ISIN

No Lock-in

Lock-in

CRISIL Liquid Fund TR INR

Benchmark

₹ 0

SIP Minimum

₹ 1,000

Lumpsum Min.

Fund Managers
user-avatar

Kaustubh Gupta

Fund Manager

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Sunaina Cunha

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
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.

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Emergency Money

Invest in a scientifically curated set of liquid funds which are best aligned towards achieving any objectives where liquidity and stability are the priority.

  • Inflation beating returns
    Inflation beating returns
  • Emergency
    Emergency
  • One click investing  tracking
    One click investing tracking
asset-allocation

Asset allocation and Holdings

Last updated on 2020-11-24

Top Stock Holdings

182 dtb 19112020

4.5%
4.5%

Clearing corporation of india limited

4.5%
4.5%

8.12% govt stock 2020

4.3%
4.3%

182 dtb 12112020

4%
4%

182 dtb 03122020

3.5%
3.5%
See all holdingsright-arrow
allocation by market cap
comparison

Comparison with Debt Funds

Kotak Savings Fund (G)

Kotak Savings Fund (G)

Ultra Short

Recommended

Top Ranked

16 Years

Age

5

Track Record

SBI Magnum Ultra Short Duration Fund (G)

SBI Magnum Ultra Short Duration Fund (G)

Ultra Short

Recommended

Top Ranked

21 Years

Age

5

Track Record

Aditya Birla Sun Life Liquid (G)

Aditya Birla Sun Life Liquid (G)

Liquid

Recommended

Top Ranked

16 Years

Age

5

Track Record

Nippon India Liquid Fund (G)

Nippon India Liquid Fund (G)

Liquid

Recommended

Top Ranked

17 Years

Age

5

Track Record

ICICI Prudential Savings Fund (G)

ICICI Prudential Savings Fund (G)

Low Duration

Recommended

Top Ranked

18 Years

Age

5

Track Record

amc-icon

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 244,950 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 77 equity,329 debt and 28 hybrid funds.

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  • tel-amc-about
    022-43568000
  • mail-amc-about
    care.mutualfunds@adityabirlacapital.com
  • Aditya Birla Sun Life Liquid (G)

    Aditya Birla Sun Life Liquid (G)

    Liquid

    Recommended

    Top Ranked

    ₹ 34,021 Cr

    Fund Size

    6.3%

    3Y returns

    Aditya Birla Sun Life Liquid Fund Retail (G)

    Aditya Birla Sun Life Liquid Fund Retail (G)

    Liquid

    Top Ranked

    ₹ 34,021 Cr

    Fund Size

    6.3%

    3Y returns

    Aditya Birla Sun Life Liquid Fund Institutional (G)

    Aditya Birla Sun Life Liquid Fund Institutional (G)

    Liquid

    Top Ranked

    ₹ 34,021 Cr

    Fund Size

    6.3%

    3Y returns

    Aditya Birla Sun Life Liquid Discipline Advantage Plan (G)

    Aditya Birla Sun Life Liquid Discipline Advantage Plan (G)

    Liquid

    Top Ranked

    ₹ 34,021 Cr

    Fund Size

    6.3%

    3Y returns

    Aditya Birla Sun Life Liquid fund (DR-A)

    Aditya Birla Sun Life Liquid fund (DR-A)

    Liquid

    Top Ranked

    ₹ 34,021 Cr

    Fund Size

    6.3%

    3Y returns

    growth

    Emergency Money

    Invest in a scientifically curated set of liquid funds which are best aligned towards achieving any objectives where liquidity and stability are the priority.

    • 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
      Emergency
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Axis Liquid Fund (Growth)

    Axis Liquid Fund (Growth)

    Debt

    Liquid

    Tata Liquid Fund (Growth)

    Tata Liquid Fund (Growth)

    Debt

    Liquid

    Investment Calculator

    Investment Duration5 years

    ₹ 0

    Total Investment

    ₹ 0

    Wealth Gained

    ₹ 0

    Total Corpus Created (₹)

    With assumed returns of 6.5 %
    How does Scripbox rate funds?

    Proprietary 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.

    Relative Size

    Relative Size

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

    Category View

    Category View

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

    Consistency Of Performance

    Consistency Of 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.

    Relative Size

    Relative 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 Quality Of Fund’s Portfolio

    Credit Quality Of Fund’s Portfolio

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

    Equity Funds

    Debt Funds

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

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

    Aditya Birla Sun Life Liquid Discipline Advantage Plan (G) is a liquid debt fund and has delivered an annualised return of 7.1% over a period of 11 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 Kaustubh Gupta, Sunaina Cunha

    Aditya Birla Sun Life Liquid Discipline Advantage Plan (G) Investment Objective

    The objective of the scheme is to provide reasonable returns at a highest level of safety and liquidity through investments in high quality debt and money market instruments. However, there is no assurance that the objective of the scheme will be realized.

    Aditya Birla Sun Life Liquid Discipline Advantage Plan (G) NAV,AUM,Risk

    The Aditya Birla Sun Life Liquid Discipline Advantage Plan (G) fund was launched on Jun 24, 2009. The NAV (Net Asset Value) of this liquid debt as of 2020-11-24 is ₹ 219.1712. The total AUM (Asset Under Management) of the fund as of 2020-11-24 is ₹ 34021.005. The category risk of the Aditya Birla Sun Life Liquid Discipline Advantage Plan (G) fund is Low Risk. The fund charges 0.31 % as expense ratio.

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

    The fund’s highest allocation is towards others and has invested 100.0% in this asset class. The top three holdings of the fund are 182 dtb 19112020,8.12% govt stock 2020 and 182 dtb 12112020

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

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

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

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

    Aditya Birla Sun Life Liquid Discipline Advantage Plan (G) has a score of 5 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, Aditya Birla Sun Life Liquid Discipline Advantage Plan (G) has a score of 5 out of 5. The credit risk of the fund is 4 out of 5 as compared to other debt funds.

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