INF209K01JW2

CASPeR Ranking #35

Aditya Birla Sun Life Dynamic Bond Discipline Advantage Plan

Moderate Risk Dynamic Bond Fixed Income

NAV (Fri Dec 06 2024)

₹30

Returns (Since Inception)

7.10%

Category Average

6.12%

Rating

4

Allocation and Holdings

Asset class

Weightage

Unknown

90.84%

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Overall rating

100K+Downloads

Scheme Information

Fund name

Aditya Birla Sun Life Dynamic Bond Discipline Advantage Plan


Minimum SIP

500


Risk Level

Moderate Risk


AUM

₹1698.34 Cr


ISIN

INF209K01JW2


Inception Date

Apr 09 2009


Standard Deviation

2.545


Beta

-


Sharpe Ratio

0.334


Benchmark

Nifty Composite Debt Index TR INR


Expense Ratio

1.230%


Exit Load

For redemption/ switch out of units within 90 days from the date of allotment: 0.50% of the applicable NAV. For redemption/ switch out of units after 90 days from the date of allotment: Nil

Risk

Moderate Risk

Investment Objective

The investment objective of the scheme is to generate optimal returns with high liquidity through active management of the portfolio by investing in Debt and Money Market Instruments.

Fund Managers

Mohit Sharma

Bhupesh Bameta

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AUM

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