Aditya Birla Sun Life Savings Fund - Discipline Advantage Plan

Category: Debt: Ultra Short Duration
Launch Date: 27-11-2001
Asset Class: Fixed Interest
Benchmark: Crisil Short Term Bond Fund Index
Expense Ratio: 0.34% As on ( 31-10-2018)
Status: Open Ended Schemes(Debt Scheme - Ultra Short Duration Fund) for subscription
Minimum Investment: 10000.0
Minimum Topup: 0.0
Total Assets: 14,949.2 Cr As on ( 30-11-2018)
Turn over: 0.0
NAV as on 12-12-2018

206.1277

0.07 ( 0.0354% )

CAGR Since Inception

7.93%

PERFORMANCE of Aditya Birla Sun Life Savings Fund - Discipline Advantage Plan

Scheme Performance (%) Data as on - 11-12-2018

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Aditya Birla Sun Life Savings Fund - Discipline Advantage Plan 7.51 8.07 8.52 - 7.93
Benchmark - - - - -
Debt: Ultra Short Duration 6.45 7.24 7.92 7.79 6.88

Yearly Performance (%)

Fund Managers

Mr. Kaustubh Gupta, Ms. Sunaina da Cunha

Mr. Gupta is a B.Com and a Chartered Accountant. Prior to joining Birla Sun Life AMC he has worked with ICICI Bank.

Investment Objective

The scheme aims to generate regular income from a portfolio of debt and money market instruments, cash and cash equivalents

RETURNS CALCULATOR for Aditya Birla Sun Life Savings Fund - Discipline Advantage Plan

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (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 Savings Fund - Discipline Advantage Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Aditya Birla Sun Life Savings Fund - Discipline Advantage Plan 0.71 7.7 -0.07 1.18 7.1 1.17
Debt: Ultra Short Duration - - - - - -

PEER COMPARISION of Aditya Birla Sun Life Savings Fund - Discipline Advantage Plan

Period
Data as on - 11-12-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Aditya Birla Sun Life Savings Fund - Discipline Advantage Plan 27-11-2001 7.51 7.41 8.07 8.52 0.0
Indiabulls Ultra Short Term Fund - Monthly Dividend Option 06-01-2012 10.9 7.95 7.4 7.14 0.0
Franklin India Ultra Short Bond Fund - Retail - Growth 18-12-2007 7.86 7.89 8.32 8.68 8.26
SBI MAGNUM ULTRA SHORT DURATION FUND - REGULAR PLAN - GROWTH 21-05-1999 7.77 7.19 7.37 7.9 7.7
DHFL Pramerica Ultra Short Term Fund - Growth 03-07-2008 7.42 7.22 7.64 8.28 8.22
BOI AXA Ultra Short Duration Fund- Regular Plan- Growth 16-07-2008 7.39 7.75 8.22 8.54 7.82
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan 27-11-2001 7.23 7.27 7.99 8.5 8.26
Aditya Birla Sun Life Savings Fund-Retail Growth 27-11-2001 7.23 7.27 7.99 8.48 8.07
Reliance Ultra Short Duration Fund- Growth Option 07-12-2001 7.13 6.45 6.61 7.19 6.93
ICICI Prudential Ultra Short Term Fund - Growth 03-05-2011 7.05 7.1 8.06 9.56 0.0

PORTFOLIO ANALYSIS of Aditya Birla Sun Life Savings Fund - Discipline Advantage Plan

Asset Allocation (%)

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