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    • Aditya Birla Sun Life Mutual Fund
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    • 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

    50.0463

    NAV (Sep 23)

    7.7%
    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

    17 Years. The fund has an Extended history for analysis and the track record is excellent.

    Relative Size

    1,294 Cr. Medium within the category

    Category View

    Relatively Poor. The category has a relatively poor investment outlook

    Consistency Of Performance

    Good. The historical performance of the fund has been good

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    • graph-icon-gray
      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

    50.0463

    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%
    info-icon-blue

    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.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Moderately High risk

    Expense Ratio
    2
    Launched (17y ago)
    May 22, 2004
    AUM in Crores
    1293.070
    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

    user-avatar

    Harshil Suvarnkar

    Fund Manager

    user-avatar

    Satyabrata Mohanty

    Fund Manager

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    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    EPF70% ₹ 900,761 ₹ 168,1498.50%
    Property70% ₹ 867,662 ₹ 135,0507.00%
    PPF70% ₹ 869,819 ₹ 137,2077.10%
    Bank FD70% ₹ 846,471 ₹ 113,8596.00%
    Gold70% ₹ 846,471 ₹ 113,8596.00%
    Savings Bank70% ₹ 825,950 ₹ 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.

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    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.

    • Inflation beating returns
      Inflation beating returns
    • Expert Investing Only
      Expert Investing Only
    • One click investing  tracking
      One click investing tracking
    comparison

    Comparison with Hybrid Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

    ₹ 8,309 cr

    5

    ₹ 17,879 cr

    5

    ₹ 3,363 cr

    5

    ₹ 2,644 cr

    5

    ₹ 1,921 cr

    5

    amc-icon

    About the AMC

    Aditya Birla Sun Life AMC Ltd

    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.

    amc-img

  • 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)

    recommended-badge

    17.8%

    15.1%

    recommended-badge

    5.1%

    7.1%

    top-ranked-badge

    5.1%

    6.9%

    top-ranked-badge

    5.1%

    7.2%

    top-ranked-badge

    5.1%

    6.8%

    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
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual 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?
    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.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    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

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    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

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    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.

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