- Mutual Funds
- Aditya Birla Sun Life Mutual Fund
- Aditya Birla Sun Life Savings Fund Payment (PIDCW)
Formerly Aditya BSL MIP II Wlth 25 Reg Mn Pay
Aditya Birla Sun Life Savings Fund Payment (PIDCW)
₹ 58.8665
NAV (Apr 16)
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 Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 58.8665
NAV (Apr 16)
Fund Returns
Last 1Y | 10.7% |
Last 3Y | 8.4% |
Last 5Y | 8.5% |
Last 10Y | 9.8% |
Since Inception | 9.3% |
6 Month CAGR | 5.1% |
Scheme Information
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 | INF209K01777 |
Lock-in | No Lock-in |
Benchmark | CRISIL Hybrid 85+15 - ConservativeTR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 3.5 |
Standard Deviation (5yr) | 6.3 |
Beta (3yr) | 0.94 |
Beta (5yr) | 1.27 |
Sharpe Ratio (3yr) | 0.827 |
Sharpe Ratio (5yr) | 0.544 |
YTM | 7.71 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Aditya Birla Sun Life Savings Fund Payment (PIDCW) | 9,00,761 | 1,68,149 | 8.5% | |
| 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.
Asset allocation and Holdings
Top Stock Holdings
7.18% govt stock 2033
6.3%7.32% govt stock 2030
4.3%7.26% govt stock 2033
4.3%clearing corporation of india limited
4%7.18% govt stock 2037
3.8%Allocation by Sector
financial services
6.9%industrials
4.8%consumer cyclical
3%technology
2.1%healthcare
1.9%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 33,502 cr | ||
₹ 10,737 cr | ||
₹ 1,868 cr | ||
₹ 1,829 cr | ||
₹ 741 cr |
About the AMC
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 Payment (PIDCW) Review
Aditya Birla Sun Life Savings Fund Payment (PIDCW) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 9.3% over a period of 19 years. The fund was previously known as Aditya BSL MIP II Wlth 25 Reg Mn Pay. 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 Payment (PIDCW) as of 4/16/2024 is ₹58.87 with the total AUM as of 4/18/2024 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 Payment (PIDCW) 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 Payment (PIDCW) 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.
Frequently Asked Questions
What is Aditya Birla Sun Life Savings Fund Payment (PIDCW)?
How to invest in Aditya Birla Sun Life Savings Fund Payment (PIDCW)?
You can invest in Aditya Birla Sun Life Savings Fund Payment (PIDCW) 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 Payment (PIDCW)?
The minimum sip amount for Aditya Birla Sun Life Savings Fund Payment (PIDCW) is ₹1000. You can invest in multiples of ₹5000.
Is Aditya Birla Sun Life Savings Fund Payment (PIDCW) good to invest in?
As per Scripbox experts, Aditya Birla Sun Life Savings Fund Payment (PIDCW) is a Top Ranked fund. You can investAditya Birla Sun Life Savings Fund Payment (PIDCW) 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 Payment (PIDCW)?
The expense ratio of the Aditya Birla Sun Life Savings Fund Payment (PIDCW) is 1.91% for regular plan.