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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.
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.
Aditya Birla Sun Life AMC Ltd manages assets worth 295,814 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.
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?
Recommended
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.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
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
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
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
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
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 Fund Retail (G)
About Aditya Birla Sun Life Savings Fund Fund Retail (G)
Aditya Birla Sun Life Savings Fund Fund Retail (G) is a ultra short debt fund and has delivered an annualised return of 7.5% over a period of 20 years ..The fund is managed by Aditya Birla Sun Life AMC Ltd.The fund managers are Kaustubh Gupta, Monika Gandhi, Sunaina Cunha
Aditya Birla Sun Life Savings Fund Fund Retail (G) 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. However, there is no assurance that the objective of the scheme will be realized.
Aditya Birla Sun Life Savings Fund Fund Retail (G) NAV,AUM,Risk
The Aditya Birla Sun Life Savings Fund Fund Retail (G) fund was launched on Nov 27, 2001. The NAV (Net Asset Value) of this ultra short debt as of 2021-07-30 is ₹ 415.0811. The total AUM (Asset Under Management) of the fund as of 2021-08-02 is ₹ 18789.291. The category risk of the Aditya Birla Sun Life Savings Fund Fund Retail (G) fund is Moderate Risk.
The fund charges 0.51 % as expense ratio.
Aditya Birla Sun Life Savings Fund Fund Retail (G) Holdings
The fund’s highest allocation is towards debt and has invested 57.9% in this asset class. The top three holdings of the fund are 8.79% govt stock 2021,reliance industries limited and 8.83% govt stock 2023
Aditya Birla Sun Life Savings Fund Fund Retail (G) SIP
The minimum SIP (Systematic Investment Plan) amount for this 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.
Aditya Birla Sun Life Savings Fund Fund Retail (G) Investment volatility and Horizon
This fund 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 CRISIL Ultra Short Term Debt TR INR.
Aditya Birla Sun Life Savings Fund Fund Retail (G) Review
Aditya Birla Sun Life Savings Fund Fund Retail (G) has a score of 4 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, Aditya Birla Sun Life Savings Fund Fund Retail (G) has a score of 5 out of 5.
The credit risk of the fund is 4 out of 5 as compared to other debt funds.
