• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life Money Manager Fund Plan Retail Inc Dist cum Cap Wdrl (RIDCW-W)

Formerly Aditya BSL Money Mgr Retl Wk DR

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Money Manager Fund Plan Retail Inc Dist cum Cap Wdrl (RIDCW-W)

DebtMoney Market

Top Ranked

103.7899

NAV (Nov 30)

4.9%
3 Year CAGR
Scripbox Opinion

Not Reviewed yet

Our analysis of this fundLearn how we rate funds ->

Track Record

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

Relative Size

14,943 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

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Short Term Money

Short Term Money

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  • graph-icon-gray
    Historical growth rate of 6.5% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only, Car, Down Payment

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Historical NAV

103.7899

NAV (Nov 30)

Fund Returns

Last 1Y

3.8%

Last 3Y

4.9%

Last 5Y

5%

Last 10Y

5.7%

Since Inception

5.5%

6 Month CAGR

1.8%

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Scheme Information

Investment Objective

The primary objective of the scheme is to generate regular income through investment in a portfolio comprising money market instruments.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Moderate Risk

Expense Ratio

0.33

Launched (18y ago)

Jun 05, 2003

AUM in Crores

14942.369

ISIN

INF209K01JY8

Lock-in

No Lock-in

Benchmark

Nifty Money Market TR INR

SIP Minimum

0

Lumpsum Min.

5000

Fund Managers
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Anuj Jain

Fund Manager

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Kaustubh Gupta

Fund Manager

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Mohit Sharma

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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Short Term Money

Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

  • Inflation beating returns
    Inflation beating returns
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comparison

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record
Kotak Savings Fund (G)

Kotak Savings Fund (G)

₹ 13,499 cr

5

₹ 33,567 cr

5

₹ 11,691 cr

5

₹ 27,296 cr

5

₹ 31,118 cr

5

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About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 316,588 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 83 equity,329 debt and 19 hybrid funds.

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

    17.3%

    14.6%

    4.9%

    7.1%

    4.9%

    6.8%

    4.9%

    7.2%

    4.8%

    6.8%

    growth

    Short Term Money

    Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

    • 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
      Expert Investing Only, Car, Down Payment
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Kotak Savings Fund (Growth)

    Kotak Savings Fund (Growth)

    Debt

    Ultra Short

    ICICI Prudential Savings Fund (Growth)

    ICICI Prudential Savings Fund (Growth)

    Debt

    Low Duration

    Tata Liquid Fund (Growth)

    Tata Liquid Fund (Growth)

    Debt

    Liquid

    How does Scripbox rate funds?

    Proprietary 4-step 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.

    Fund Size

    Fund Size

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

    Sub-asset Class View

    Sub-asset Class View

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

    Fund Performance

    Fund 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.

    Fund Size

    Fund 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 Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers are millionaires
    We thrive on trust.

    We match your objectives to the right portfolio. World-class wealth management using science, data and technology, leveraged by our experience, and human touch. Get started with your wealth creation without worry.

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    Investing has helped me dream bigger for my life
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    About Aditya Birla Sun Life Money Manager Fund Plan Retail Inc Dist cum Cap Wdrl (RIDCW-W)

    About Aditya Birla Sun Life Money Manager Fund Plan Retail Inc Dist cum Cap Wdrl (RIDCW-W)

    Aditya Birla Sun Life Money Manager Fund Plan Retail Inc Dist cum Cap Wdrl (RIDCW-W) is a Money Market Debt fund and has delivered an annualised return of 5.5% over a period of 18 years. The fund was previously known as Aditya BSL Money Mgr Retl Wk DR . The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Anuj Jain, Kaustubh Gupta, Mohit Sharma

    Aditya Birla Sun Life Money Manager Fund Plan Retail Inc Dist cum Cap Wdrl (RIDCW-W) Investment Objective

    The primary objective of the scheme is to generate regular income through investment in a portfolio comprising money market instruments. . However, there is no assurance that the objective of the scheme will be realized.

    Aditya Birla Sun Life Money Manager Fund Plan Retail Inc Dist cum Cap Wdrl (RIDCW-W) NAV,AUM,Risk

    The Aditya Birla Sun Life Money Manager Fund Plan Retail Inc Dist cum Cap Wdrl (RIDCW-W) fund was launched on Jun 05, 2003. The NAV (Net Asset Value) of this Money Market Debt fund as of 2021-11-30 is ₹103.79. The total AUM (Asset Under Management) of the fund as of 01/12/2021 is ₹14942.369. The category risk of the Aditya Birla Sun Life Money Manager Fund Plan Retail Inc Dist cum Cap Wdrl (RIDCW-W) fund is Moderate Risk. The fund charges 0.33 % as expense ratio.

    Aditya Birla Sun Life Money Manager Fund Plan Retail Inc Dist cum Cap Wdrl (RIDCW-W) Holdings

    The fund’s highest allocation is towards Others and has invested 92.2% in this asset class. The top three holdings of the fund are , clearing corporation of india limited , panatone finvest limited , reliance industries limited , 91 dtb 23122021 , tata motors limited (earlier tata engineering and locomotive co. ltd) , 364 dtb 11032022 , 5.09% govt stock 2022 , sikka ports & terminals limited , lic housing finance limited , the federal bank limited , 06.10 ka sdl 2021 , ashok leyland limited , jamnagar utilities & power private limited , small industries development bank of india , national bank for agriculture and rural development , panatone finvest limited , housing development finance corporation limited , jamnagar utilities & power private limited , axis bank limited , small industries development bank of india , reverse repo , ashok leyland limited , l&t finance limited , tata realty and infrastructure limited , barclays investments & loans (india) limited , lic housing finance limited , tata teleservices limited , reliance jio infocomm limited , indusind bank limited , tata teleservices (maharashtra) ltd , jamnagar utilities & power private limited , tata motors finance solutions limited , reliance retail ventures limited , indus towers limited , piramal enterprises limited , idfc first bank limited , bajaj housing finance limited , tata realty and infrastructure limited , tata motors finance solutions limited , can fin homes limited , kotak mahindra investments limited , kotak mahindra investments limited , l & t infrastructure finance company limited , tata housing development company limited , tata motors limited (earlier tata engineering and locomotive co. ltd) , au small finance bank limited , sikka ports and terminals limited , national bank for agriculture and rural development , au small finance bank limited , tata steel limited , 06.58 od sdl 2022 , hero fincorp limited , hero fincorp limited , icici securities limited , 07.90 as sdl 2021 , canfin homes limited , bahadur chand investments private limited , jm financial credit solutions limited , 8.88 %uttar pradesh sdl 2022 , godrej properties limited , national bank for agriculture and rural development , godrej properties limited , cholamandalam investment and fin. co. ltd , cholamandalam investment and fin. co. ltd , cholamandalam investment and fin. co. ltd , l&t finance limited , kec international limited , icici securities limited , tata motors finance limited , tata projects limited , lic housing finance limited , lic housing finance limited , au small finance bank limited , net receivables / (payables) , fullerton india credit company ltd , reliance industries limited , au small finance bank limited , national bank for agriculture and rural development , tata teleservices (maharashtra) ltd , axis bank limited , export-import bank of india , can fin homes limited , axis bank limited , 8.35% govt stock 2022

    Aditya Birla Sun Life Money Manager Fund Plan Retail Inc Dist cum Cap Wdrl (RIDCW-W) Sip

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

    Aditya Birla Sun Life Money Manager Fund Plan Retail Inc Dist cum Cap Wdrl (RIDCW-W) 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 Nifty Money Market TR INR.

    Aditya Birla Sun Life Money Manager Fund Plan Retail Inc Dist cum Cap Wdrl (RIDCW-W) Review

    Aditya Birla Sun Life Money Manager Fund Plan Retail Inc Dist cum Cap Wdrl (RIDCW-W) has a score of 4 on a scale of 5. The fund has a score of 5 out of 5 based on historical performance. As compared to the other funds in its category, Aditya Birla Sun Life Money Manager Fund Plan Retail Inc Dist cum Cap Wdrl (RIDCW-W) has a score of 5out of 5 The credit risk of the fund is 4 out of 5 as compared to other debt funds.

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