- Mutual Funds
- Aditya Birla Sun Life Mutual Fund
- Aditya Birla Sun Life Savings Fund Discipline Advantage Pln (Growth)
Aditya Birla Sun Life Savings Fund Discipline Advantage Pln (Growth)
₹ 280.5517
NAV (Dec 07)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 280.5517
NAV (Dec 7)
Fund Returns
Last 1Y | 7.2% |
Last 3Y | 5.1% |
Last 5Y | 6.4% |
Last 10Y | 7.4% |
Since Inception | 7.4% |
6 Month CAGR | 3.5% |
Scheme Information
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 | 0.54 |
Launched (14y ago) | Jun 24, 2009 |
AUM in Crores | 13754.577 |
ISIN | INF209K01JT8 |
Lock-in | No Lock-in |
Benchmark | NIFTY Ultra Short Duration Debt TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0.5 |
Standard Deviation (5yr) | 0.8 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.11 |
Sharpe Ratio (5yr) | 1.725 |
YTM | 7.75 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Aditya Birla Sun Life Savings Fund Discipline Advantage Pln (Growth) | 8,54,866 | 1,22,254 | 6.4% | |
| 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 Debt Holdings
hdfc bank limited
4.3%182 Days Treasury Bill 21-12-2023
3.4%small industries development bank of india
2.7%tata realty and infrastructure limited
2.6%bank of baroda
2.5%Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 40,756 cr | ||
₹ 16,858 cr | ||
₹ 11,945 cr | ||
₹ 13,754 cr | ||
₹ 10,873 cr |
About the AMC
Aditya Birla Sun Life AMC Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
- | 4.1% | ||
5.2% | 7.4% | ||
5.3% | 6.8% | ||
5.2% | 7.3% | ||
5.3% | 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 12/7/2023 is ₹280.55 with the total AUM as of 12/8/2023 is ₹13754.577. 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 7.2% 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)?
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 0.54% for regular plan.