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
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