Aditya Birla Sun Life Savings Fund vs Aditya Birla Sun Life Savings Fund compare
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
Aditya Birla Sun Life Savings Fund-Retail Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Aditya Birla Sun Life Savings Fund-Retail Growth |
---|---|---|
Fund | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Aditya Birla Sun Life Savings Fund-Retail Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹21439 Cr | ₹21439 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 17 Apr 2003 | 27 Nov 2001 |
Category | Ultra Short Duration | Ultra Short Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Ultra Short Duration Debt Index B-I | NIFTY Ultra Short Duration Debt Index B-I |
Turn Over | 24% | 0.0% |
Expense Ratio | 0.55 | 0.55 |
Manager | Dhaval Joshi | Dhaval Joshi |
ISIN Code | INF209K01LZ1 | INF209K01MC8 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Aditya Birla Sun Life Savings Fund-Retail Growth |
---|---|---|
1 Month | 0.48% | 0.48% |
6 Month | 4.07% | 4.07% |
1 Year | 7.9% | 7.9% |
3 Year | 7.4% | 7.4% |
5 Year | 6.14% | 6.14% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Aditya Birla Sun Life Savings Fund-Retail Growth |
---|---|---|
6 Month | 1.65% | 1.65% |
1 Year | 7.56% | 7.56% |
3 Year | 7.64% | 7.64% |
5 Year | 6.94% | 6.94% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Aditya Birla Sun Life Savings Fund-Retail Growth |
---|---|---|
1 Year | 7.61% | 7.47% |
3 Year | 7.73% | 7.4% |
5 Year | 8.09% | 7.45% |
Risk Management
Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Aditya Birla Sun Life Savings Fund-Retail Growth |
---|---|---|
Standard Deviation | 0.33% | 0.33% |
Sharp | 2.00% | 2.00% |
Beta | 3.26% | 3.26% |
Alpha | -0.24% | -0.23% |
Fund Managers
Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Aditya Birla Sun Life Savings Fund-Retail Growth |
---|---|---|
Name | Dhaval Joshi | Dhaval Joshi |
Total AUM | ₹361932 Cr | ₹361932 Cr |
Funds Managed | 55 | 55 |
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Aditya Birla Sun Life Savings Fund-Retail Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
Aditya Birla Sun Life Savings Fund-Retail Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
Aditya Birla Sun Life Savings Fund-Retail Growth |
---|---|---|
Others | 100 | 100 |
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