INF209K01XH4

CASPeR Ranking #60

Aditya Birla Sun Life Reg Savings Fund Direct Plan Growth

Moderately High risk Conservative Allocation Allocation

NAV (Fri Dec 13 2024)

₹72

Returns (Since Inception)

9.73%

Category Average

8.90%

Rating

5

Allocation and Holdings

Asset class

Weightage

Unknown

22.64%

Financial Services

2.06%

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Overall rating

100K+Downloads

Scheme Information

Fund name

Aditya Birla Sun Life Reg Savings Fund Direct Plan Growth


Minimum SIP

100


Risk Level

Moderately High risk


AUM

₹1414.63 Cr


ISIN

INF209K01XH4


Inception Date

Jan 01 2013


Standard Deviation

3.515


Beta

0.95


Sharpe Ratio

0.914


Benchmark

CRISIL Hybrid 85+15 - ConservativeTR INR


Expense Ratio

1.010%


Exit Load

For redemption / switch-out of units on or before 90 days from the date of allotment: 1.00% of applicable NAV. For redemption / switch-out of units after 90 days from the date of allotment: Nil.

Risk

Moderately High risk

Investment Objective

The primary objective of the scheme is to generate regular income so as to make monthly payments or distribution to unit holders, with the secondary objective being growth of capital. There can be no assurance that the Scheme objectives will be realised.

Fund Managers

Satyabrata Mohanty

Dhaval Shah

Harshil Suvarnkar

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