₹ 10.9845
NAV (Dec 05)
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 10.9845
NAV (Dec 5)
Last 1Y | 5.7% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 7.3% |
6 Month CAGR | 0.6% |
The primary investment objective of the scheme is to generate optimal returns while maintaining balance of yield,safety and liquidity. This income may be complemented by capital appreciation of the portfolio. Accordingly,investments shall be made in Debt & Money Market Instruments.
Expense Ratio | 1.07 |
Launched (1y ago) | Aug 08, 2022 |
AUM in Crores | 72.560 |
ISIN | INF209KB14J9 |
Lock-in | No Lock-in |
Benchmark | NIFTY Long Duration Debt Index TR INR |
SIP Minimum | 1000 |
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 | 7.69 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Aditya Birla Sun Life Long Duration Fund (Growth) | NaN | NaN | % | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
7.18% govt stock 2037
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8.2%07.81 up sdl 2034
7%Fund Name | Fund Size | Rolling Returns |
---|---|---|
₹ 40,756 cr | ||
₹ 16,858 cr | ||
₹ 11,326 cr | ||
₹ 13,754 cr | ||
₹ 10,873 cr |
Aditya Birla Sun Life AMC Ltd
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
- | 4.1% | ||
5.2% | 7.4% | ||
5.3% | 6.8% | ||
5.2% | 7.3% | ||
5.3% | 7.1% |
Aditya Birla Sun Life Long Duration Fund (G) is a Long Duration Debt fund and has delivered an annualised return of 7.3% over a period of 1 years. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Bhupesh Bameta, Dhaval Joshi, Harshil Suvarnkar.
Nav of Aditya Birla Sun Life Long Duration Fund (G) as of 12/5/2023 is ₹10.98 with the total AUM as of 12/6/2023 is ₹72.56. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Long Duration Fund (G) was launched on Aug 08, 2022. The category risk of the fund is Moderate Risk.
The minimum SIP amount for Aditya Birla Sun Life Long Duration Fund (G) 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. Check your estimated returns on mutual funds by using sip calculator.
Aditya Birla Sun Life Long Duration Fund (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 Long Duration Debt Index TR INR.
Aditya Birla Sun Life Long Duration Fund (G) is rated as a 0 fund in Debt and delivered 5.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Aditya Birla Sun Life Long Duration Fund (G).
What is Aditya Birla Sun Life Long Duration Fund (G)?
How to invest in Aditya Birla Sun Life Long Duration Fund (G)?
You can invest in Aditya Birla Sun Life Long Duration Fund (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 Long Duration Fund (G)?
The minimum sip amount for Aditya Birla Sun Life Long Duration Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Aditya Birla Sun Life Long Duration Fund (G) good to invest in?
As per Scripbox experts, Aditya Birla Sun Life Long Duration Fund (G) is a Not Reviewed Yet fund. You can investAditya Birla Sun Life Long Duration Fund (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 Long Duration Fund (G)?
The expense ratio of the Aditya Birla Sun Life Long Duration Fund (G) is 1.07% for regular plan.