Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan

Dynamic Bond NAV 39.4572 0 02 June, 2023

Fund Details

Category Dynamic Bond
Fund Type Open Ended
Investment Plan Growth
Launch Date 27 September, 2004
Benchmark CRISIL Short-Term Bond
Asset Size(Cr) 1862.18 (As on 31-03-2023)
Turn over 24%
Min Investment ₹ 1000
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 1000
Exit Load For units in excess of 15% of the investment,0.5% will be charged for redemption within 90 days
Expense Ratio 1.19% (As on 31-03-2023)
Fund Manager Mohit Sharma, Bhupesh Bameta, Dhaval Joshi

Investment Returns (As on 02 Jun, 2023)

Duration Returns Benchmark Category
1 W 0.29% 0.33% 0.37%
1 M 1.32% 1.68% 1.41%
3 M 2.32% 2.58% 2.35%
6 M 4.29% 5.48% 4.36%
1 Y 8.92% 7.16% 6.33%
2 Y 6.2% 5.04% 4.7%
3 Y 7.82% 5.69% 5.29%
5 Y 5.68% 8.07% 6.56%

Risk Mesasures (As on 02 Jun, 2023)

Std Dev Sharpe Beta Alpha YTM AVG Maturity
Fund 2.91 1.23 3.3 1.02 7.9 3.99
Benchmark 0 0 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 28 Feb, 2022)

Assets Allocation

Sector Holdings
Others 100%

Return Calculator

  • ₹0 (0.0)
  • ₹0 (0.0)
  • ₹0 (0.0)

Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan 8.92% 7.82% 5.68%
ICICI Prudential All Seasons Bond Fund - Growth 7.16% 6.64% 7.66%

Fill this form now to make an investment!

Birla Sun Life Dynamic Bond Fund: Offering Regular Income

Birla Sun Life Dynamic Bond Fund is an open-ended income scheme which is suitable for those investors who are seeking regular income with growth of capital over a short-term period. It is a debt short term fund, which is designed by Birla Sun Life Mutual Fund in order to accomplish the financial needs of the investors in the short run.

We, at MySIPonline, have recommended this plan due to its performance and portfolio concentration which ensure yielding of desired returns in considerable time horizon. If you want to make an investment in this mutual fund investment programme, then you must take a glance at the following parameters.

Birla SunLife Dynamic Bond Fund: Investment Strategy

This scheme aims to generate optimal returns with higher liquidity for the investors. It has an active management of the portfolio where the investments are made in high-quality debt and money market instruments. It also fetches considerable income from the government securities to flourish the future of investors.

Birla Sun Life Dynamic Plan is flexible in nature and changes its investments to short-term bonds at the times when there is fluctuation in the interest rates. Accordingly, it makes the best use of new opportunities to grow to generate higher profits to help investors fetch the benefit of high-interest rates over time. In this manner, even if the interest rates are falling, one can still gain income and achieve financial stability.

The investment strategy of this scheme revolves around structuring a well-diversified portfolio in order to capture the favourable price fluctuations and reduce the impact of adverse ones. Active debt management strategies like this, require in-depth knowledge of various micro and macro factors to accurately track interest rate movements. The investment team of Birla Sun Life Mutual Fund, does proper research and formulates the process driven schemes to capitalise the available opportunities promptly. This scheme has also been designed in the same manner.

This mutual fund programme seeks to accomplish the needs of a large section of investors who are liable to get influenced by interest rate risks. It offers the SIP Investment plans as well to invest conveniently.

Birla Sun Life Dynamic Bond Fund: Performance

This strategy offers much better returns in three-year investment made through Systematic Investment Plans (SIPs). Currently, it is delivering 12.2% and 11.0% interest rates in the three- and five-year investments. It is consistently offering desirable returns since its inception. It is ranked first under the “Debt Short-Term Fund” category by CRISIL for the quarter ended in June 2016.

The fund is outperforming its benchmark and category for a long time, which is a proven fact of its efficiency. The absolute annual returns generated by this strategy has also been higher. In the year 2012, it generated 10.3% absolute returns, and in 2014, the returns were 14.8%. Furthermore, since April 2014, it is offering returns around 50% or more in the government securities(GILT). It has increased its exposure in past year and has provided handsome profits to the investors.

Birla Sun Life Dynamic Bond (G): Portfolio Review

This scheme generally takes short- to medium-term bets regarding maturity. It has an asset size amounting to Rs.13,419 crore as on September 30, 2016. It has made investments in the short-term instruments in order to attain regular income. The holdings of this scheme include the majority of the securities which are rated as SOV or AA by CRISIL. The instruments are either debenture, bonds, commercial paper, privately placed debts or certificate of deposits in which the investments have been made by this fund.

It has been believed that in order to reduce the short-term market volatility, one must stay invested in the Birla Sun Life Dynamic Bond Fund for not less than two years. It can also offer the long-term equity like benefits in a period of three years. So, if you are looking to add some debt to your equity-laden portfolio, then Birla Sun Life Dynamic Bond Retail Plan (Growth) is a better choice.

Add to Cart Successfully
Meet Our Clients
I didn’t believe that I could make such productive investment in a convenient manner. But thanks to MySIPonline who guided me so well that I opted for the best-performing mutual funds for my portfolio. I selected the Birla SunLife Dynamic Bond Fund as well and yielding amazing returns from the same. Thanks a lot, it is proved to be the best strategy for my short-term finance needs.
Kuldeep Vishvakarma
Read All Reviews
Add to Cart Successfully