Aditya Birla Sun Life Savings Fund vs Aditya Birla Sun Life Savings Fund compare
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
Aditya Birla Sun Life Savings Fund-Retail Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Aditya Birla Sun Life Savings Fund-Retail Growth |
---|---|---|
Fund | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Aditya Birla Sun Life Savings Fund-Retail Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹16798 Cr | ₹16798 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 17 Apr 2003 | 27 Nov 2001 |
Category | Ultra Short Duration | Ultra Short Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Ultra Short Duration Debt Index B-I | NIFTY Ultra Short Duration Debt Index B-I |
Turn Over | 24% | 0.0% |
Expense Ratio | 0.55 | 0.55 |
Manager | Dhaval Joshi | Dhaval Joshi |
ISIN Code | INF209K01LZ1 | INF209K01MC8 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Aditya Birla Sun Life Savings Fund-Retail Growth |
---|---|---|
1 Month | 1.03% | 1.03% |
6 Month | 4.07% | 4.07% |
1 Year | 7.95% | 7.95% |
3 Year | 7.01% | 7.01% |
5 Year | 6.26% | 6.26% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Aditya Birla Sun Life Savings Fund-Retail Growth |
---|---|---|
6 Month | 2.13% | 2.13% |
1 Year | 8.2% | 8.2% |
3 Year | 7.65% | 7.65% |
5 Year | 6.75% | 6.75% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Aditya Birla Sun Life Savings Fund-Retail Growth |
---|---|---|
1 Year | 7.56% | 7.44% |
3 Year | 7.75% | 7.5% |
5 Year | 8.14% | 7.78% |
Risk Management
Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Aditya Birla Sun Life Savings Fund-Retail Growth |
---|---|---|
Standard Deviation | 0.456% | 0.455% |
Sharp | 0.762% | 0.764% |
Beta | 2.926% | 2.925% |
Alpha | -0.357% | -0.357% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Aditya Birla Sun Life Savings Fund-Retail Growth |
---|---|---|
Name | Dhaval Joshi | Dhaval Joshi |
Total AUM | ₹361932 Cr | ₹361932 Cr |
Funds Managed | 55 | 55 |
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Aditya Birla Sun Life Savings Fund-Retail Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
Aditya Birla Sun Life Savings Fund-Retail Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
Aditya Birla Sun Life Savings Fund-Retail Growth |
---|---|---|
Others | 100 | 100 |
Top Comparisons
Mahindra Manulife Large Cap Fund - Regular Plan - Growth
3Y Returns12.87%
BANDHAN Large Cap Fund - Regular Plan - Growth
3Y Returns14.47%
Bajaj Finserv Arbitrage Fund Regular - Growth
3Y Returns0%
HSBC Arbitrage Fund - Regular Growth
3Y Returns6.5%
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
3Y Returns17.69%
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
3Y Returns19.8%
Templeton India Value Fund - Growth Plan
3Y Returns18.1%
Quant Value Fund Regular - Growth
3Y Returns18.41%