- Mutual Funds
- Aditya Birla Sun Life Mutual Fund
- Aditya Birla Sun Life Regular Savings Fund (G)
Aditya Birla Sun Life Regular Savings Fund (G)
₹ 63.4584
NAV (Oct 30)
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
₹ 63.4584
NAV (Oct 30)
Fund Returns
Last 1Y | 13.9% |
Last 3Y | 8.4% |
Last 5Y | 9.6% |
Last 10Y | 9% |
Since Inception | 9.5% |
6 Month CAGR | 6.8% |
Scheme Information
The scheme primarily seeks to generate regular income through a predominant exposure to debt and money market instruments. It also aims at capital growth through an equity exposure of maximum 25 per cent.
Expense Ratio | 1.92% |
Launched 20Y ago | 2004-05-22 |
AUM in Crores | 1413.1 |
ISIN | INF209K01777 |
Lock-in (days) | No Lock-in |
Benchmark | CRISIL Hybrid 85+15 Conservative Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 3.5 |
Beta | 0.6 |
Sharpe Ratio | 0.8 |
YTM | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Aditya Birla Sun Life Regular Savings Fund (G) | 9,25,328 | 1,92,716 | 9.6% | |
| 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
GOI
6.5%GOI
5.95%GOI
4.29%GOI
3.6%ICICI Bank Ltd.
2.24%Allocation by Sector
Financial
5.18%Healthcare
2.28%Capital Goods
2.24%Technology
2.18%Consumer Discretionary
1.62%Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 50,495 cr | ||
₹ 3,342 cr | ||
₹ 5,410 cr | ||
₹ 12,689 cr | ||
₹ 24,796 cr |
About the AMC
Aditya Birla Sun Life Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6.4% | 7.4% | ||
5.5% | 5.3% | ||
6.5% | 7.4% | ||
6.5% | 7.9% | ||
5.8% | 7.2% |
Aditya Birla Sun Life Regular Savings Fund (G) Review
Aditya Birla Sun Life Regular Savings Fund (G) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 9.46% over 20 years. The fund has grown over a period of 20 years. The fund is managed by Aditya Birla Sun Life Mutual Fund. The fund managers are Dhaval Joshi, Dhaval Shah, Harshil Suvarnkar.
Nav of Aditya Birla Sun Life Regular Savings Fund (G) as of 10/30/2024 is ₹63.46 with the total AUM as of 10/31/2024 is ₹1413.1. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Regular Savings Fund (G) was launched on 2004-05-22. The category risk of the fund is Moderately High.
The minimum SIP amount for Aditya Birla Sun Life Regular Savings 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.
Frequently Asked Questions
What is Aditya Birla Sun Life Regular Savings Fund (G)?
How to invest in Aditya Birla Sun Life Regular Savings Fund (G)?
You can invest in Aditya Birla Sun Life Regular Savings 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 Regular Savings Fund (G)?
The minimum sip amount for Aditya Birla Sun Life Regular Savings Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Aditya Birla Sun Life Regular Savings Fund (G) good to invest in?
According to Scripbox opinion, it is a 4-star fund. You can invest in this fund if its investment objective and risk level align with your goals and risk preferences.
What is the expense ratio of the Aditya Birla Sun Life Regular Savings Fund (G)?
The expense ratio of the Aditya Birla Sun Life Regular Savings Fund (G) is 1.92% for regular plan.
What is the NAV of Aditya Birla Sun Life Regular Savings Fund (G)?
Today's Aditya Birla Sun Life Regular Savings Fund (G) NAV is ₹63.46.