CASPeR Ranking #19

Aditya Birla Sun Life Banking & PSU Debt Fund Discipline Advantage Growth

Moderate Risk •Banking & PSU• Fixed Income

NAV (Thu Jun 21 2018)

₹206

Returns (Since Inception)

8.06%

Category Average

5.73%

Rating

Allocation and Holdings

Asset class

Weightage

Unknown

23.67%

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4.5

Overall rating

100K+Downloads

Scheme Information

Fund name

Aditya Birla Sun Life Banking & PSU Debt Fund Discipline Advantage Growth

Minimum SIP

1000

Risk Level

Moderate Risk

AUM

₹9645.32 Cr

ISIN

INF209K01KM1

Inception Date

Jun 23 2009

Standard Deviation

2.64

Beta

Sharpe Ratio

0.462

Benchmark

NIFTY Banking & PSU Debt TR INR

Expense Ratio

0.730%

Exit Load

Nil

Risk

Moderate Risk

Investment Objective

To generate reasonable returns by primarily investing in debt and money market securities that are issued by Banks, Public Sector Undertakings (PSUs) and Public Financial Institutions (PFIs) in India.

Fund Managers

Kaustubh Gupta

Harshil Suvarnkar

About the AMC

Aditya Birla Sun Life AMC Ltd

Phone Number

+91 22 43568000

Email Address

care.mutualfunds@adityabirlacapital.com

Corporate Office Address

Aditya Birla Sun Life AMC Ltd,One World Centre, Tower 1, 17th Floor,Jupiter Mill Compound, 841, Senapati Bapat Marg,Elphinstone Road

Overall AUM

₹9645.32 Cr

Website

www.adityabirlasunlifemf.com

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Aditya Birla Sun Life Medium Term Plan Institutional Growth

8.43% (5Y)

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Expert designed mutual fund portfolios

Mutual Funds are a smart way to grow your money. They can help you achieve your financial goals as they have the potential to generate higher-than-inflation returns.

Aditya Birla Sun Life Banking & PSU Debt Fund Discipline Advantage Growth

Allocation and Holdings

Get your personalized mutual fund portfolio in 2 minutes.

Scheme Information

About the AMC

Popular Hybrid Funds

Popular Fixed Income funds

Expert designed mutual fund portfolios

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