• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life Savings Fund (Growth)

Formerly Aditya BSL MIP II Wlth 25 Reg Gr

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Savings Fund (Growth)

HybridConservative Hybrid

50.1509

NAV (Jan 21)

7.6%
5 Year CAGR
Scripbox Opinion

Neutral

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.

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

1,510 Cr. Medium within the category

Category View

Relatively Poor. The category has a relatively poor investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

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

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    Historical growth rate of 12% 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

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Historical NAV

50.1509

NAV (Jan 21)

Fund Returns

Last 1Y

10.6%

Last 3Y

9.7%

Last 5Y

7.6%

Last 10Y

10.7%

Since Inception

9.6%

6 Month CAGR

4.6%

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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.

Expense Ratio

2.02

Launched (18y ago)

May 22, 2004

AUM in Crores

1509.110

ISIN

INF209K01751

Lock-in

No Lock-in

Benchmark

CRISIL Hybrid 85+15 - ConservativeTR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Dhaval Shah

Fund Manager

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Harshil Suvarnkar

Fund Manager

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Satyabrata Mohanty

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.

comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,042 cr

5

₹ 18,456 cr

5

₹ 1,954 cr

5

₹ 3,412 cr

5

₹ 136 cr

5

amc-icon

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 318,638 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
    Aditya Birla Sun Life Focused Equity Fund (G)
    Aditya Birla Sun Life Focused Equity Fund (G)

    18.3%

    14.7%

    4.7%

    7.1%

    4.7%

    6.8%

    4.7%

    7.2%

    4.6%

    6.7%

    growth

    Build Long Term Wealth

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

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    Aditya Birla Sun Life Savings Fund (G) Review

    Aditya Birla Sun Life Savings Fund (G) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 9.6% 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.

    Nav of Aditya Birla Sun Life Savings Fund (G) as of 21/01/2022 is ₹50.15 with the total AUM as of 24/01/2022 is ₹1509.11. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Savings Fund (G) 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 (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

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