FAQ : Aditya Birla Sun Life Regular Savings Fund - Monthly Payment - Direct Plan

Aditya Birla Sun Life Regular Savings Fund - Monthly Payment - Direct Plan has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 11.85 9.32 9.86 9.06
Average Rolling Returns(%) 11.75 10.86 9.61 10.83

The Current NAV of Aditya Birla Sun Life Regular Savings Fund - Monthly Payment - Direct Plan is ₹64.82.

You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark I-BEX (I-Sec Sovereign Bond Index) returns, as Funds portfolio is significantly different.

Aditya Birla Sun Life Regular Savings Fund - Monthly Payment - Direct Plan fund’s expense ratio is 0.99%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Aditya Birla Sun Life Regular Savings Fund - Monthly Payment - Direct Plan is currently ₹1,410 Crores.

The Top three stocks are ICICI Bank, HDFC Bank and Infosys and account for 5% of its portfolio. Top 5 and 10 stocks of fund account for 7% and 11% of fund’s portfolio respectively.

Top three sectors of Aditya Birla Sun Life Regular Savings Fund - Monthly Payment - Direct Plan fund are Others, BFSI and Auto accounting for 84% of the total portfolio.

Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Hybrid - Conservative Hybrid Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Aditya Birla Sun Life Regular Savings Fund - Monthly Payment - Direct Plan Fund is Hybrid - Conservative Hybrid Fund.

Dhaval Shah and Harshil Suvarnkar manage the Aditya Birla Sun Life Regular Savings Fund - Monthly Payment - Direct Plan Fund.

Aditya Birla Sun Life Regular Savings Fund - Monthly Payment - Direct Plan current PE ratio is 40.35 and PB ratio is 6.13

The asset allocation of Aditya Birla Sun Life Regular Savings Fund - Monthly Payment - Direct Plan is Stocks : 22.31%, Debt : 76.85% and Gold : 1.12%

The minimum SIP amount for Aditya Birla Sun Life Regular Savings Fund - Monthly Payment - Direct Plan is ₹100.00 and minimum lumpsum is ₹500.00

The exit load for Aditya Birla Sun Life Regular Savings Fund - Monthly Payment - Direct Plan is 1% on or before 90 days, Nil after 90 days

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