Formerly Aditya BSL MIP II Wlth 25 Reg Mn DR
₹ 15.9096
NAV (Apr 23)
Conservative hybrid funds are primarily debt funds which invest a small amount in Equity instruments.
They will tend to fluctuate a little in line with market movements - providing marginal extra gains when the market moves up and marginally lower returns when the market is down.It’ s better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 15.9096
NAV (Apr 23)
Last 1Y | 9.3% |
Last 3Y | 8% |
Last 5Y | 7.9% |
Last 10Y | 8.2% |
Since Inception | 8% |
6 Month CAGR | 4.9% |
The primary objective of the scheme is to generate regular income so as to make monthly payments or distribution to unit holders,with the secondary objective being growth of capital. There can be no assurance that the Scheme objectives will be realised.
Expense Ratio | 1.91 |
Launched (20y ago) | May 22, 2004 |
AUM in Crores | 1399.818 |
ISIN | INF209K01DF0 |
Lock-in | No Lock-in |
Benchmark | CRISIL Hybrid 85+15 - ConservativeTR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 4 |
Standard Deviation (5yr) | 6.6 |
Beta (3yr) | 0.97 |
Beta (5yr) | 1.3 |
Sharpe Ratio (3yr) | 0.563 |
Sharpe Ratio (5yr) | 0.4 |
YTM | 7.71 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Aditya Birla Sun Life Savings Fund (RIDCW-M) | 8,87,328 | 1,54,716 | 7.9% | |
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 2033
6.3%7.32% govt stock 2030
5.1%7.26% govt stock 2033
4.3%7.18% govt stock 2037
4.1%7.17% govt stock 2030
2.5%financial services
6.9%industrials
5%consumer cyclical
3%technology
2.1%healthcare
1.9%Fund Name | Fund Size | Rolling Returns |
---|---|---|
₹ 8,943 cr | ||
₹ 1,868 cr | ||
₹ 1,829 cr | ||
₹ 3,417 cr | ||
₹ 3,102 cr |
Aditya Birla Sun Life AMC Ltd
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
- | 4.6% | ||
5.8% | 7.4% | ||
5.8% | 6.8% | ||
5.8% | 7.3% | ||
5.8% | 7.1% |
Aditya Birla Sun Life Savings Fund (RIDCW-M) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 8% over a period of 19 years. The fund was previously known as Aditya BSL MIP II Wlth 25 Reg Mn DR. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Dhaval Joshi, Dhaval Shah, Harshil Suvarnkar.
Nav of Aditya Birla Sun Life Savings Fund (RIDCW-M) as of 4/23/2024 is ₹15.91 with the total AUM as of 4/24/2024 is ₹1399.818. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Savings Fund (RIDCW-M) was launched on May 22, 2004. The category risk of the fund is Moderately High risk.
The minimum SIP amount for Aditya Birla Sun Life Savings Fund (RIDCW-M) 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.
What is Aditya Birla Sun Life Savings Fund (RIDCW-M)?
How to invest in Aditya Birla Sun Life Savings Fund (RIDCW-M)?
You can invest in Aditya Birla Sun Life Savings Fund (RIDCW-M) 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 Savings Fund (RIDCW-M)?
The minimum sip amount for Aditya Birla Sun Life Savings Fund (RIDCW-M) is ₹1000. You can invest in multiples of ₹5000.
Is Aditya Birla Sun Life Savings Fund (RIDCW-M) good to invest in?
As per Scripbox experts, Aditya Birla Sun Life Savings Fund (RIDCW-M) is a Top Ranked fund. You can investAditya Birla Sun Life Savings Fund (RIDCW-M) 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 Savings Fund (RIDCW-M)?
The expense ratio of the Aditya Birla Sun Life Savings Fund (RIDCW-M) is 1.91% for regular plan.