Aditya Birla Sun Life Regular Saving Monthly Payment Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹1,000

Aditya Birla Sun Life Regular Saving Monthly Payment Growth Direct Plan

NAV
₹70.1980
-0.18%
(27 Jan)
AUM
1,395 Cr
TER
1.01%
Risk
Moderately High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+10.5%
+8.5%
+6.0%
+6.0%
+6.0%
+6.0%
3Y
+9.3%
+8.4%
+13.4%
+13.4%
+13.4%
+13.4%
5Y
+10.4%
+8.7%
+11.8%
+11.8%
+11.9%
+11.9%
ALL
+10.6%
+7.8%
+7.3%
+7.3%
+6.9%
+6.9%
VOL
5.2%
-
6.8%
6.8%
5.7%
5.7%
TER
1.0%
-
1.1%
1.1%
1.1%
1.1%
AUM
₹1,395 Cr
-
₹65 Cr
₹65 Cr
₹65 Cr
₹65 Cr
INFO
2.03
-
1.07
1.07
1.22
1.22
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
ABSL Regular Saving Monthly Payment (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Dec
Top holdings
Cholamandalam Investment And Fin. Co. Ltd - NCD & Bonds
2.5%
07.49 Tn SDL 2034
2.2%
Bajaj Housing Finance Limited - NCD & Bonds
2.2%
LIC Housing Finance Limited - NCD & Bonds
2.2%
ICICI Bank Ltd
2.1%
7.34% Govt Stock 2064
1.8%
Rural Electrification Corporation Limited - NCD & Bonds
1.8%
Bharti Telecom Limited - NCD & Bonds
1.8%
7.17% Govt Stock 2028
1.8%
Tata Capital Housing Finance Limited - NCD & Bonds
1.8%
Top industry exposure
Financial Services
4.8%
Industrials
4.0%
Technology
2.8%
Consumer Cyclical
2.3%
Healthcare
2.2%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
150%
Lock-in period
-
Exit load
• 1% for redemption within 90 days
Fund objective
The primary objective of the scheme is to generate regular income so as to make monthly payments or distribution to unit holders, with the secondary objective being growth of capital. There can be no assurance that the Scheme objectives will be realised.
Fund manager(s)
Mohit Sharma
Harshil Suvarnkar

FAQs