• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life Long Duration Fund (Growth)
Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Long Duration Fund (Growth)

DebtLong Duration

11.823

NAV (Jul 19)

9%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

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

11.823

NAV (Jul 19)

Fund Returns

Last 1Y
8%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
9%
6 Month CAGR
5.9%

Scheme Information

Investment Objective

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
1.09
Launched (2y ago)
Aug 08, 2022
AUM in Crores
119.883
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
7.32
Fund Managers

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 Long Duration Fund (Growth)70%8,94,012 1,61,4008.2%
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 2024-07-19

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)

₹ 5,017 cr

₹ 10,612 cr

₹ 47,907 cr

₹ 14,537 cr

₹ 15,157 cr

amc-img

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 376,618 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

-

4.9%

6%

7.4%

6.1%

6.8%

6%

7.3%

6.1%

7.1%

Aditya Birla Sun Life Long Duration Fund (G) Review

Aditya Birla Sun Life Long Duration Fund (G) is a Long Duration Debt fund and has delivered an annualised return of 9% over a period of 1 years. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund manager’s name is null.

Nav of Aditya Birla Sun Life Long Duration Fund (G) as of 7/19/2024 is ₹11.82 with the total AUM as of 7/21/2024 is ₹119.883. 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 8.2% 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).

Frequently Asked Questions

What is Aditya Birla Sun Life Long Duration Fund (G)?

Aditya Birla Sun Life Long Duration Fund (G) is a Long Duration 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 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 1.09% for regular plan.