MS
Mohit SharmaFund Manager Since 22 Mar 2021
Fixed IncomeDynamic Bond
Aditya Birla Sun Life Dynamic Bond Discipline Advantage Plan
3Y Annualised
9.00%
0.09% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-0.74%
0.09% 1D
Benchmark
SBI Nifty 10 yr Benchmark G-Sec ETF
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
8 years 1 months
NIFTY 50
4 years 1 months
FD
9 years 7 months
Fund info
Fund size
₹1939.66 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹1000
Exit load
0.005%
In respect of each purchase/switch-in of Units,upto 15% of the units may be redeemed /switchedout without any exit load from thedate of allotment.Any redemption in excess ofthe above limit shall be subject to the followingexit load: For redemption / switch-out of unitson or before 90 days from the date of allotment:0.50% of applicable NAV. For redemption /switch-out of units after 90 days from the dateof allotment: Nil Exit Load is NIL for unitsissued in Reinvestment of IDCW.
Risk Profile
Moderately High risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
DSP Strategic Bond Fund Direct Plan Weekly Payout of Income Distribution cum Cptl Wdrl Opt
4.69%
2nd
DSP Strategic Bond Fund Direct Plan Weekly Reinvestment of Income Distribution cum Cptl Wdrl Opt
4.69%
3rd
ICICI Prudential All Seasons Bond Fund Retail Quarterly Rnvstmnt of Inc Dist cum Cap Wdrl
4.49%
4th
ICICI Prudential All Seasons Bond Fund Retail Quarterly Payout of Inc Dist cum Cap Wdrl
4.49%
5th
ICICI Prudential All Seasons Bond Fund Direct Plan Bonus
2.80%
203rd
Aditya Birla Sun Life Dynamic Bond Discipline Advantage Plan
-0.74%
Fund Managers
BB
Bhupesh BametaFund Manager Since 6 Aug 2020
About Aditya Birla Sun Life Dynamic Bond Discipline Advantage Plan
Aditya Birla Sun Life Dynamic Bond Discipline Advantage Plan is a Fixed Income mutual fund scheme from Aditya Birla Sun Life AMC Ltd. This fund has been in existence for 16 years, having been launched on 2009-04-09. Aditya Birla Sun Life Dynamic Bond Discipline Advantage Plan has ₹1939.66 Cr worth of assets under management (AUM) as of Wed Jul 02 2025. The latest Net Asset Value (NAV) of Aditya Birla Sun Life Dynamic Bond Discipline Advantage Plan as of Tue Jul 01 2025 is ₹32.1479. The fund has an expense ratio of 1.23%, which is medium comparable to most other Fixed Income funds.
Aditya Birla Sun Life Dynamic Bond Discipline Advantage Plan returns for the last 1 year are 9.53%. Since launch, it has delivered 7.44% average annual returns.
The Aditya Birla Sun Life Dynamic Bond Discipline Advantage Plan has the majority of its money invested in null sectors.
Top 5 Holdings of Aditya Birla Sun Life Dynamic Bond Discipline Advantage Plan.
- 7.18% Govt Stock 2037: 21.52%
- 6.79% Govt Stock 2034: 8.76%
- Power Finance Corporation Limited: 6.59%
- Indian Railway Finance Corporation Limited: 4.23%
- Cholamandalam Investment And Finance Company Limited: 4.23%
AMC Information
| Name | Aditya Birla Sun Life AMC Ltd |
|---|---|
| Founding Date | 2009-04-09 |
| care.mutualfunds@adityabirlacapital.com | |
| Phone | +91 22 43568000 |
| Website | www.adityabirlasunlifemf.com |
| Address | Aditya Birla Sun Life AMC Ltd,One World Centre, Tower 1, 17th Floor,Jupiter Mill Compound, 841, Senapati Bapat Marg,Elphinstone Road |
Tax Implications of Aditya Birla Sun Life Dynamic Bond Discipline Advantage Plan
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
Similar Funds from Aditya Birla Sun Life AMC Ltd
Aditya Birla Sun Life Equity Savings Fund Direct Plan Growth
AllocationEquity Savings
3Y CAGR
11.22%
expense ratio
0.61%
fund size
₹646.34 Cr
Aditya Birla Sun Life India Gennext Fund Direct Plan Growth
EquityEquity - Consumption
3Y CAGR
21.79%
expense ratio
0.82%
fund size
₹6051.93 Cr
Aditya Birla Sun Life Reg Savings Fund Direct Plan Growth
AllocationConservative Allocation
3Y CAGR
11.51%
expense ratio
1.02%
fund size
₹1378.33 Cr
Aditya Birla Sun Life ELSS Tax Saver Direct Plan Growth
EquityELSS (Tax Savings)
3Y CAGR
19.45%
expense ratio
1.02%
fund size
₹15368.32 Cr
Aditya Birla Sun Life Medium Term Plan Institutional Growth
Fixed IncomeMedium Duration
3Y CAGR
6.84%
expense ratio
1.54%
fund size
₹2525.67 Cr
FAQs
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