Aditya Birla Sun Life Savings Fund - Discipline Advantage Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 7.42 | 5.66 | 6.2 | 7.09 |
Average Rolling Returns(%) | 7.93 | 7.91 | 8.23 | 8.31 |
The Current NAV of Aditya Birla Sun Life Savings Fund - Discipline Advantage Plan is ₹288.76.
It is better to invest in a fund with a longer track record as Aditya Birla Sun Life Savings Fund - Discipline Advantage Plan cannot be assessed for consistency of out-performance. However, funds returns unlikely to be different than its benchmark , as the Funds portfolio is similar to its benchmark.
Aditya Birla Sun Life Savings Fund - Discipline Advantage Plan fund’s expense ratio is 0.34%
The process for redemption is
The AUM of Aditya Birla Sun Life Savings Fund - Discipline Advantage Plan is currently ₹10,748 Crores.
The Top three stocks are , and and account for 0% of its portfolio. Top 5 and 10 stocks of fund account for 0% and 0% of fund’s portfolio respectively.
Top three sectors of Aditya Birla Sun Life Savings Fund - Discipline Advantage Plan fund are Others, Miscellaneous and accounting for 112% of the total portfolio.
Since this is a Debt - Ultra Short Duration 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 Savings Fund - Discipline Advantage Plan Fund is Debt - Ultra Short Duration Fund.
Kaustubh Gupta and Sunaina da Cunha manage the Aditya Birla Sun Life Savings Fund - Discipline Advantage Plan Fund.
Aditya Birla Sun Life Savings Fund - Discipline Advantage Plan current PE ratio is 0.00 and PB ratio is 0.00
The asset allocation of Aditya Birla Sun Life Savings Fund - Discipline Advantage Plan is Stocks : 0%, Debt : 99.97% and Gold : 0.36%
The minimum SIP amount for Aditya Birla Sun Life Savings Fund - Discipline Advantage Plan is ₹1000.00 and minimum lumpsum is ₹1000.00
The exit load for Aditya Birla Sun Life Savings Fund - Discipline Advantage Plan is Nil