• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life Liquid Fund Institutional (Growth)

Formerly Aditya BSL Cash Plus Instl Gr

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Liquid Fund Institutional (Growth)

DebtLiquid

652.2139

NAV (Jun 17)

5.7%
3 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in 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 ->

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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Scripbox Recommended Debt Funds
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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 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 (21y ago)
Apr 11, 2003
AUM in Crores
44331.378
ISIN
INF209K01RT1
Lock-in
No Lock-in
Benchmark
Nifty Liquid Index A-I TR INR
SIP Minimum
0
Lumpsum Min.
1000
Standard Deviation (3yr)
0.5
Standard Deviation (5yr)
0.5
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0.091
Sharpe Ratio (5yr)
0.088
YTM
7.38
Fund Managers

Kaustubh Gupta

Fund Manager

Sanjay Pawar

Fund Manager

Sunaina Cunha

Fund Manager

Dhaval Joshi

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 Liquid Fund Institutional (Growth)70%8,30,002 97,3905.2%
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 2024-06-17

Top Debt Holdings

6.69% govt stock 2024

6.1%
6.1%

reverse repo

5.9%
5.9%

national bank for agriculture and rural development

2.8%
2.8%

national bank for agriculture and rural development

2.7%
2.7%

india (republic of)

2.4%
2.4%
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)

₹ 5,001 cr

₹ 10,797 cr

₹ 46,422 cr

₹ 14,535 cr

₹ 15,157 cr

amc-img

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 371,290 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 90 equity,370 debt and 20 hybrid funds.amc-img
phone-img022-43568000
Fund NameScripbox Opinion
Till Date CAGR

-

4.8%

5.9%

7.4%

6%

6.8%

5.9%

7.3%

6%

7.1%

Aditya Birla Sun Life Liquid Fund Institutional (G) Review

Aditya Birla Sun Life Liquid Fund Institutional (G) is a Liquid Debt fund and has delivered an annualised return of 6.8% over a period of 21 years. The fund was previously known as Aditya BSL Cash Plus Instl Gr. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Dhaval Joshi, Kaustubh Gupta, Sanjay Pawar, Sunaina Cunha.

Nav of Aditya Birla Sun Life Liquid Fund Institutional (G) as of 6/17/2024 is ₹652.21 with the total AUM as of 6/16/2024 is ₹44331.378. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Liquid Fund Institutional (G) was launched on Apr 11, 2003. The category risk of the fund is Moderate Risk.

The minimum SIP amount for Aditya Birla Sun Life Liquid Fund Institutional (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 Fund Institutional (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 Liquid Index A-I TR INR.

Aditya Birla Sun Life Liquid Fund Institutional (G) is rated as a 3 fund in Debt and delivered 7.3% 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 Fund Institutional (G).

Frequently Asked Questions

What is Aditya Birla Sun Life Liquid Fund Institutional (G)?

Aditya Birla Sun Life Liquid Fund Institutional (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 Fund Institutional (G)?

You can invest in Aditya Birla Sun Life Liquid Fund Institutional (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 Fund Institutional (G)?

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

Is Aditya Birla Sun Life Liquid Fund Institutional (G) good to invest in?

As per Scripbox experts, Aditya Birla Sun Life Liquid Fund Institutional (G) is a Neutral fund. You can investAditya Birla Sun Life Liquid Fund Institutional (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 Fund Institutional (G)?

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