Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan

(Erstwhile Aditya Birla Sun Life Regular Savings Fund - Growth-Payment - Regular Plan)

Category: Hybrid: Conservative
Launch Date: 22-05-2004
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 85+15 Conservative Index
Expense Ratio: 1.8% As on ( 31-10-2018)
Status: Open Ended Schemes(Hybrid Scheme - Conservative Hybrid Fund) for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 2,486.38 Cr As on ( 31-10-2018)
Turn over: 228.0
NAV as on 07-12-2018

37.8067

0.03 ( 0.0828% )

CAGR Since Inception

9.57%

PERFORMANCE of Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan

Scheme Performance (%) Data as on -

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan -2.33 8.52 11.52 11.49 9.57
Benchmark - - - - -
Hybrid: Conservative 1.06 6.65 8.44 8.63 8.08

Yearly Performance (%)

Fund Managers

Mr. Satyabrata Mohanty, Mr. Pranay Sinha, Mr. Vineet Maloo

Mr. Mohanty is a B.Com (H), Chartered Accountant and CFA. He has been part of Birla group since last 17 years. He has over 12 years of experience in Finance and Research. He has handled responsibilities across Fund Management (Equity & Debt), Trading and Credit Research functions. Prior to joining BSLAMC, he has worked with Aditya Birla Management Corporation Ltd & joined ABG as a management Trainee.

Investment Objective

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.

RETURNS CALCULATOR for Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan

Growth of 10000 In SIP (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Key Performance and Risk Statistics of Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan 6.77 1.76 -3.61 1.67 7.22 10.18
Hybrid: Conservative - - - - - -

PEER COMPARISION of Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan

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PORTFOLIO ANALYSIS of Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan

Asset Allocation (%)

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