Widely used:
Analyst’s Choice
Value Research Rating
Analyst’s Choice
Riskometer
Moderately High
₹68.6717 -0.14%
As on 13-Aug-2024
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
|---|---|---|---|---|---|---|
|
Aditya Birla Sun Life Regular Savings Fund - Direct Plan
|
|
|
Moderately High
|
Please wait... |
1.02 |
|
 |
|
High
|
Please wait... |
0.61 |
||
 |
|
High
|
Please wait... |
0.91 |
||
|
|
Moderately High
|
Please wait... |
1.24 |
||
|
|
Moderately High
|
Please wait... |
0.49 |
₹1,401 Cr
1.00 (90)
1,000
1
100
6
Investment Strategy
The scheme primarily seeks to generate regular income through a predominant exposure to debt and money market instruments. It also aims at capital growth through an equity exposure of maximum 25 per cent.
Suitability
"Conservative hybrid funds invest roughly a quarter of your money in equity shares and the rest in bonds. These funds are suitable for those who cannot withstand too much volatility in the value of their investments and are content with moderate returns which are slightly higher than returns from fixed income options.
They may also suit those looking for a regular income from their accumulation. The debt portion of these funds provides a moderate, but steady stream of income. The small equity allocation though adds a bit of volatility, but helps boost returns to keep up with the rate of inflation over the long term.
Invest only if your investment horizon is three years or more. To derive dependable income with some degree of inflation protection, invest your accumulated savings in these funds gradually over at least a few months, and then maintain a withdrawal rate in the range of 4-6 per cent of the value of your investment every year."
Capital Gains Taxation
Dividend Taxation
Aditya Birla Sun Life Regular Savings Fund - Direct Plan invests 75-90 per cent of its assets in bonds and the remaining 10-25 per cent in equity stocks.
Mutual funds can be bought directly from the website of the fund house. For instance, Aditya Birla Sun Life Regular Savings Fund - Direct Plan fund can be purchased from the website of Aditya Birla Sun Life Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Aditya Birla Sun Life Regular Savings Fund - Direct Plan is ₹68.6717 as of 14-Aug-2024.
The AUM of Aditya Birla Sun Life Regular Savings Fund - Direct Plan Fund is ₹1,401 Cr as of 31-Jul-2024
The riskometer level of Aditya Birla Sun Life Regular Savings Fund - Direct Plan is Moderately High. See More
| Company | Percentage of Portfolio |
|---|---|
|
GOI Sec 7.17 17/04/2030 |
6.50
|
|
GOI Sec 7.18 14/08/2033 |
5.95
|
|
GOI Sec 7.26 06/02/2033 |
4.29
|
|
GOI Sec 7.02 18/06/2031 |
3.60
|
|
Tamilnadu State SDL 7.49 24/04/2034 |
2.17
|
As of 31-Jul-2024, Aditya Birla Sun Life Regular Savings Fund - Direct Plan had invested 73.63% in Debt, 22.74% in Equity, 3.2% in Cash & Cash Eq. and 0.43% in Real Estate See More
Aditya Birla Sun Life Regular Savings Fund - Direct Plan is 11 years 7 months old. It has delivered 10.74% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
12.47%
|
9.52%
|
10.59%
|
8.20%
|
10.51%
|
10.74%
|
No, There is no lock in period in Aditya Birla Sun Life Regular Savings Fund - Direct Plan.
The expense ratio of Aditya Birla Sun Life Regular Savings Fund - Direct Plan is 1.02.
Mutual Funds 
Aditya Birla SL Aditya Birla Sun Life Regular Savings Fund - Direct Plan
