Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

Fund House: Aditya Birla Sun Life Mutual Fund
Category: Debt: Ultra Short Duration
Launch Date: 27-11-2001
Asset Class: Fixed Income
Benchmark: NIFTY Ultra Short Duration Debt Index A-I
TER: 0.54% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 17,263.43 Cr As on 30-04-2025(Source:AMFI)
Turn over: - | Exit Load: Nil

547.1541

7.44%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
Nifty 1D Rate Index
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
1 Years 4 Months
1 Years 4 Months
1 Years 4 Months
1 Years 4 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The primary objective is to generate regular income through investments in debt and money market instruments. Income may be generatedthrough the receipt of coupon payments or the purchase and sale of securities in the underlying portfolio. The scheme will under normal market conditions, invest its net assets in fixed income securities, money market instruments, cash and cash equivalents

Current Asset Allocation (%)

Indicators

Standard Deviation 0.54
Sharpe Ratio 0.64
Alpha 2.62
Beta 1.14
Yield to Maturity 6.33
Average Maturity 4.06

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan 27-11-2001 8.28 7.81 7.36 6.25 7.17
Aditya Birla Sun Life Savings Fund-Retail Growth 27-11-2001 8.28 7.81 7.36 6.25 7.18
Aditya Birla Sun Life Savings Fund - Discipline Advantage Plan 27-11-2001 8.0 7.64 7.19 6.15 7.21
Mirae Asset Ultra Short Duration Fund Regular Growth 05-10-2020 7.97 7.63 7.19 - -
Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth 01-06-2018 7.84 7.53 7.27 5.82 -
ICICI Prudential Ultra Short Term Fund - Growth 01-05-2011 7.81 7.46 7.06 6.06 7.08
HSBC Ultra Short Duration Fund - Regular Growth 29-01-2020 7.79 7.45 7.08 5.69 -
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth 21-05-1999 7.77 7.43 7.05 5.7 6.62
HDFC Ultra Short Term Fund - Growth Option 05-09-2018 7.76 7.43 7.03 5.82 -
BANDHAN ULTRA SHORT TERM FUND - REGULAR PLAN GROWTH 05-07-2018 7.73 7.42 7.05 5.61 -

Scheme Characteristics

Investment in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 3 months - 6 months.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

99.98%

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