Aditya Birla Sun Life Regular Savings Fund - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 11.69 | 8.42 | 8.63 | 8.07 |
Average Rolling Returns(%) | 10.62 | 10.48 | 9.97 | 10.14 |
The Current NAV of Aditya Birla Sun Life Regular Savings Fund - Growth is ₹59.31.
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 - Growth fund’s expense ratio is 1.91%
The process for redemption is
The AUM of Aditya Birla Sun Life Regular Savings Fund - Growth is currently ₹1,400 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 - Growth fund are Others, BFSI and Auto accounting for 85% 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 - Growth Fund is Hybrid - Conservative Hybrid Fund.
Dhaval Shah and Harshil Suvarnkar manage the Aditya Birla Sun Life Regular Savings Fund - Growth Fund.
Aditya Birla Sun Life Regular Savings Fund - Growth current PE ratio is 42.09 and PB ratio is 6.25
The asset allocation of Aditya Birla Sun Life Regular Savings Fund - Growth is Stocks : 22.18%, Debt : 77.23% and Gold : 0.92%
The minimum SIP amount for Aditya Birla Sun Life Regular Savings Fund - Growth is ₹100.00 and minimum lumpsum is ₹500.00
The exit load for Aditya Birla Sun Life Regular Savings Fund - Growth is 1% on or before 90 days, Nil after 90 days