Aditya Birla Sun Life Value Fund - Regular - IDCW

Aditya Birla Sun Life Value Fund - Regular - IDCW is a scheme launched by Aditya Birla Sun Life Mutual Fund on March 27, 2008, and falls under the Value fund category. It currently manages an AUM of Rs 6,032.97 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 1000. It charges an expense ratio of 1.88% for managing the portfolio.

• Investing Strategy:

  To generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities by following value investing strategy.

• Performance:

  Aditya Birla Sun Life Value Fund - Regular - IDCW trailing returns over different times are -8.72% (1 year), 12.01% (3 year) and 14.8% (5 year). The average annual return of this fund stands at -7.74%.