• 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

255.5066

NAV (Jun 23)

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 ->

Track Record

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

Relative Size

14,442 Cr. Category leader in size

Impact of Interest Rate Changes

Lowest Interest Rate Risk. The impact on fund value is very low when interest rates change

Credit Quality Of Fund's Portfolio

Low Credit Risk. The fund has a high credit quality compared to other debt funds

Invest in this fund

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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

255.5066

NAV (Jun 23)

Fund Returns

Last 1Y

3.6%

Last 3Y

5.7%

Last 5Y

6.6%

Last 10Y

7.8%

Since Inception

7.5%

6 Month CAGR

1.7%

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

0.5

Launched (13y ago)

Jun 24, 2009

AUM in Crores

14441.784

ISIN

INF209K01JT8

Lock-in

No Lock-in

Benchmark

NIFTY Ultra Short Duration Debt TR INR

SIP Minimum

0

Lumpsum Min.

5000

Fund Managers

Monika Gandhi

Fund Manager

Sunaina Cunha

Fund Manager

Kaustubh Gupta

Fund Manager

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.

Asset allocation and Holdings

Last updated on 2022-06-23

Top Debt Holdings

housing development finance corporation ltd

4.2%
4.2%

clearing corporation of india limited

4.2%
4.2%

idfc first bank limited

3.4%
3.4%

national bank for agriculture and rural development

3%
3%

4.75% axis bank limited (30/06/2022)

2.8%
2.8%
See all holdings

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 44,308 cr

5

₹ 14,441 cr

5

₹ 18,739 cr

5

₹ 12,059 cr

5

₹ 44,308 cr

5

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 294,593 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

  • 022-43568000
  • care.mutualfunds@adityabirlacapital.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    5.6%

    7.5%

    5.4%

    6.8%

    5.6%

    7.3%

    5.4%

    7.1%

    5.7%

    7.5%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    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 7.5% over a period of 13 years. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Kaustubh Gupta, Monika Gandhi, Sunaina Cunha.

    Nav of Aditya Birla Sun Life Savings Fund Discipline Advantage Pln (G) as of 6/23/2022 is ₹255.51 with the total AUM as of 6/24/2022 is ₹14441.784. 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 3.6% 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 stocks 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 0.5% for regular plan.