Aditya Birla Sun Life Savings Fund vs Aditya Birla Sun Life Savings Fund compare

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tortoise-icon Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

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tortoise-icon Aditya Birla Sun Life Savings Fund-Retail Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹12922 Cr ₹12922 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹1000 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 27 Nov 2001 27 Nov 2001
Category Ultra Short Duration Ultra Short Duration
Fund Type 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 Nil/365 For redemptions or switches (to schemes other than eligible equity schemes) within 2 years, exit load of 2.50% will apply./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 0.62% 0.62%
6 Month 3.83% 3.83%
1 Year 7.47% 7.47%
3 Year 6.06% 6.06%
5 Year 6.07% 6.07%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Aditya Birla Sun Life Savings Fund-Retail Growth
6 Month - -
1 Year 3.42% 3.42%
3 Year 10.14% 10.14%
5 Year 16.16% 16.16%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Aditya Birla Sun Life Savings Fund-Retail Growth
1 Year 5.37% 5.37%
3 Year 13.05% 13.06%
5 Year 16.55% 16.55%

Risk Management

Scheme Name Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Aditya Birla Sun Life Savings Fund-Retail Growth
Standard Deviation 0.54% 0.54%
Sharp 0.64% 0.64%
Beta 1.14% 1.14%
Alpha 2.62% 2.62%

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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
Fund Manage 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 94.05 94.05

Sector Allocation

Scheme Name

Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

Aditya Birla Sun Life Savings Fund-Retail Growth

Others 8.57 8.57
Sovereign 1.89 1.89
Financial 64.03 64.03
Construction 6.65 6.65
Communication 6.88 6.88
Consumer Staples 5.52 5.52
Energy 0.51 0.51

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