Click here for top ranked funds in conservative hybrid mutual funds.
However, Scripbox does not recommend investing in conservative hybrid mutual funds.
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.
No single fund can achieve what a plan can. Learn why
Historical NAV
₹ 50.0463
NAV (Sep 23)
Fund Returns
Last 1Y
25.2%
Last 3Y
9.6%
Last 5Y
7.7%
Last 10Y
10.7%
Since Inception
9.7%
6 Month CAGR
8.4%
Scheme Information
Investment Objective
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.
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.
Aditya Birla Sun Life AMC Ltd manages assets worth 315,409 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.
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?
Recommended
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.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
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
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
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
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
About Aditya Birla Sun Life Savings Fund (G)
About Aditya Birla Sun Life Savings Fund (G)
Aditya Birla Sun Life Savings Fund (G) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 9.7% over a period of 17 years. The fund was previously known as Aditya BSL MIP II Wlth 25 Reg Gr . The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Dhaval Shah, Harshil Suvarnkar, Satyabrata Mohanty
Aditya Birla Sun Life Savings Fund (G) Investment Objective
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. . However, there is no assurance that the objective of the scheme will be realized.
Aditya Birla Sun Life Savings Fund (G) NAV,AUM,Risk
The Aditya Birla Sun Life Savings Fund (G) fund was launched on May 22, 2004. The NAV (Net Asset Value) of this Conservative Hybrid Hybrid fund as of 2021-09-23 is ₹50.05. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹1293.07. The category risk of the Aditya Birla Sun Life Savings Fund (G) fund is Moderately High risk. The fund charges 2 % as expense ratio.
Aditya Birla Sun Life Savings Fund (G) Holdings
The fund’s highest allocation is towards Debt and has invested 58.9% in this asset class. The top three holdings of the fund are , clearing corporation of india limited , govt stock , rural electrification corporation limited , mahindra & mahindra financial services limited , u.p. power corporation limited , u.p. power corporation limited , net receivables / (payables) , u.p. power corporation limited , infosys ltd , rec limited , 8.25% gujarat sdl 2024 , bajaj finance limited , national bank for agriculture and rural development , union bank of india , kotak mahindra investments limited , national bank for agriculture and rural development , state bank of india , icici securities limited , hdfc bank ltd , irb invit fund units 2017-series iv , icici bank ltd , 6.64% govt stock 2035 , national bank for agriculture and rural development , rural electrification corporation limited , indusind bank limited , 5.79% govt stock 2030 , first business receivables trust , first business receivables trust , shree cement ltd , kotak mahindra bank ltd , l&t infrastructure finance company limited , summit digitel infrastructure private limited , indian railway finance corporation limited , 7.70% ts sdl spl 2023 , yes bank limited , l&t infrastructure finance company limited , rec limited , housing development finance corporation limited , nhpc limited , vijaya diagnostic centre ltd , bajaj finance ltd , axis bank ltd , honeywell automation india ltd , larsen & toubro infotech ltd , wipro ltd , polycab india ltd , 8.17% govt stock 2044 , india (republic of) 0% , 9.5119% jharkand road projects implementation company limited (20/01/2029) , tech mahindra ltd , voltas ltd , crompton greaves consumer electricals ltd , housing development finance corp ltd , v-guard industries ltd , pidilite industries ltd , whirlpool of india ltd , icici lombard general insurance co ltd , atul ltd , hdfc life insurance company limited , zydus wellness ltd , metropolis healthcare ltd , united breweries ltd , lic housing finance limited , power finance corporation limited , punjab national bank , 8.35% govt stock 2022 , rec limited , power grid corporation of india limited , sikka ports & terminals limited , reliance industries limited , 7.57% govt stock 2033 , 8.15% govt stock 2026 , rural electrification corporation limited , bayer cropscience ltd , avenue supermarts ltd , jk cement ltd , dr reddy's laboratories ltd , v-mart retail ltd , margin (future and options) , bharti airtel ltd , au small finance bank ltd , alkem laboratories ltd , ashok leyland ltd , state bank of india , craftsman automation ltd , coforge ltd , escorts ltd , apollo hospitals enterprise ltd , tvs motor co ltd , tata consumer products ltd , gujarat gas ltd , rural electrification corporation limited , pi industries ltd , power finance corporation limited , national bank for agriculture and rural development
Aditya Birla Sun Life Savings Fund (G) Sip
The minimum SIP (Systematic Investment Plan) amount for this 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.
