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) | ₹16798 Cr | ₹16798 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 | 0.77% | 0.77% |
6 Month | 4.18% | 4.19% |
1 Year | 8.13% | 8.13% |
3 Year | 7.34% | 7.34% |
5 Year | 6.22% | 6.22% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Aditya Birla Sun Life Savings Fund-Retail Growth |
---|---|---|
6 Month | 2.18% | 2.18% |
1 Year | 8.39% | 8.39% |
3 Year | 7.79% | 7.79% |
5 Year | 6.9% | 6.9% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Aditya Birla Sun Life Savings Fund-Retail Growth |
---|---|---|
1 Year | 7.59% | 7.46% |
3 Year | 7.74% | 7.41% |
5 Year | 8.11% | 7.52% |
Risk Management
Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Aditya Birla Sun Life Savings Fund-Retail Growth |
---|---|---|
Standard Deviation | 0.456% | 0.455% |
Sharp | 0.762% | 0.764% |
Beta | 2.926% | 2.925% |
Alpha | -0.357% | -0.357% |
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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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