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

Aditya Birla Sun Life Savings Fund Discipline Advantage Pln (Growth)

DebtUltra Short
Top Ranked

290.5031

NAV (May 29)

5.7%
3 Year CAGR
Scripbox Opinion
Top Ranked
Aditya Birla Sun Life Savings Fund Discipline Advantage Pln (Growth) is recommended for investment within ultra short mutual funds.

Ultra short funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

Rolling Returns

Category Leader

The fund has been a Category Leader on the Rolling Returns metric

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Scripbox Recommended Debt Funds
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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

290.5031

NAV (May 29)

Fund Returns

Last 1Y
7.4%
Last 3Y
5.7%
Last 5Y
6.2%
Last 10Y
7.4%
Since Inception
7.4%
6 Month CAGR
3.7%

Scheme Information

Investment Objective

The primary objective of the schemes is to generate regular income through investments in debt and money market instruments. Income maybe generated through the receipt of coupon payments or the purchase and sale of securities in the underlying portfolio. The schemes will under normal market conditions,invest its net assets in fixed income securities,money market instruments,cash and cash equivalents.

Expense Ratio
0.55
Launched (15y ago)
Jun 24, 2009
AUM in Crores
12632.737
ISIN
INF209K01JT8
Lock-in
No Lock-in
Benchmark
NIFTY Ultra Short Duration Debt TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
0.6
Standard Deviation (5yr)
0.8
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0.229
Sharpe Ratio (5yr)
1.529
YTM
7.88
Fund Managers

Kaustubh Gupta

Fund Manager

Monika Gandhi

Fund Manager

Sunaina Cunha

Fund Manager

Dhaval Joshi

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Aditya Birla Sun Life Savings Fund Discipline Advantage Pln (Growth)70%8,50,655 1,18,0436.2%
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.

Asset allocation and Holdings

Last updated on 2024-05-29

Top Debt Holdings

hdfc bank limited

4.7%
4.7%

nirma limited

4%
4%

dbs bank india limited

3.7%
3.7%

clearing corporation of india limited

3.4%
3.4%

national housing bank 7.78%

3.2%
3.2%
See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)

₹ 4,984 cr

₹ 10,779 cr

₹ 49,300 cr

₹ 14,459 cr

₹ 14,796 cr

amc-img

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 369,909 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 90 equity,370 debt and 20 hybrid funds.amc-img
phone-img022-43568000
Fund NameScripbox Opinion
Till Date CAGR

-

4.8%

5.8%

7.4%

5.9%

6.8%

5.8%

7.3%

5.9%

7.1%

Aditya Birla Sun Life Savings Fund Discipline Advantage Pln (G) Review

Aditya Birla Sun Life Savings Fund Discipline Advantage Pln (G) is a Ultra Short Debt fund and has delivered an annualised return of 7.4% over a period of 14 years. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Dhaval Joshi, Kaustubh Gupta, Monika Gandhi, Sunaina Cunha.

Nav of Aditya Birla Sun Life Savings Fund Discipline Advantage Pln (G) as of 5/29/2024 is ₹290.50 with the total AUM as of 5/30/2024 is ₹12632.737. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Savings Fund Discipline Advantage Pln (G) was launched on Jun 24, 2009. The category risk of the fund is Moderate Risk.

The minimum SIP amount for Aditya Birla Sun Life Savings Fund Discipline Advantage Pln (G) is ₹0 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.

Aditya Birla Sun Life Savings Fund Discipline Advantage Pln (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to NIFTY Ultra Short Duration Debt TR INR.

Aditya Birla Sun Life Savings Fund Discipline Advantage Pln (G) is rated as a 5 fund in Debt and delivered 7.4% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Aditya Birla Sun Life Savings Fund Discipline Advantage Pln (G).

Frequently Asked Questions

What is Aditya Birla Sun Life Savings Fund Discipline Advantage Pln (G)?

Aditya Birla Sun Life Savings Fund Discipline Advantage Pln (G) is a Ultra Short Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

How to invest in Aditya Birla Sun Life Savings Fund Discipline Advantage Pln (G)?

You can invest in Aditya Birla Sun Life Savings Fund Discipline Advantage Pln (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 Savings Fund Discipline Advantage Pln (G)?

The minimum sip amount for Aditya Birla Sun Life Savings Fund Discipline Advantage Pln (G) is ₹0. You can invest in multiples of ₹5000.

Is Aditya Birla Sun Life Savings Fund Discipline Advantage Pln (G) good to invest in?

As per Scripbox experts, Aditya Birla Sun Life Savings Fund Discipline Advantage Pln (G) is a Top Ranked fund. You can investAditya Birla Sun Life Savings Fund Discipline Advantage Pln (G) 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 Discipline Advantage Pln (G)?

The expense ratio of the Aditya Birla Sun Life Savings Fund Discipline Advantage Pln (G) is 0.55% for regular plan.