Aditya Birla Sun Life Reg Savings Fund Regular Plan Growth
- Conservative Allocation
- Hybrid
- Moderately High risk
Explore On
Rating:
4
Key Metrics
Aum
₹1,479.28 Cr
Expense Ratio
1.54%
Exit Load
1.00%
Min. Investment
₹1,000.00
Min. SIP
₹100.00
Launch Date
22 May 2004
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -0.6% | -- |
| 3 Months | -1.12% | -- |
| 6 Months | -0.27% | -- |
| 1 Year | +3.3% | +3.3% |
| 2 Years | -- | +6.97% |
| 3 Years | +26.7% | +8.21% |
| 5 Years | +46.7% | +7.97% |
| Since Launch | +584.3% | +9.14% |
Holdings as on 20 May 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Cholamandalam Investment And Finance Company Limited | 55.13 | 3.73 |
| Housing And Urban Development Corporation Limited | 49.12 | 3.32 |
| Jtpm Metal TRaders Limited | 45.15 | 3.05 |
| State Government Of Madhya Pradesh | 39.24 | 2.65 |
| Clearing Corporation Of India Limited | 34.70 | 2.35 |
| Adani Power Limited | 34.69 | 2.34 |
| Nuvama Wealth Finance Limited | 30.28 | 2.05 |
| Bajaj Housing Finance Limited | 29.92 | 2.02 |
| Bharti Telecom Limited | 29.73 | 2.01 |
| Jubilant Bevco Limited | 27.22 | 1.84 |
Morning Star Rating
Rating:
4
Risk
Return
Risk & Volitility
0.55
Sharpe Ratio
3.67%
Std. Deviation
5.67%
Tracking Error
-5.80%
Alpha
1.54
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Nippon India Conservative Hybrid Fund Growth | +5.73% | +7.89% | +7.76% |
| Aditya Birla Sun Life Reg Savings Fund Regular Plan Growth | +3.3% | +8.21% | +7.97% |
| Kotak Debt Hybrid Growth | -0.66% | +8.19% | +7.99% |
| UTI Conservative Hybrid Fund Regluar Plan Growth | -0.3% | +7.91% | +8.04% |
| Canara Robeco Conservative Hybrid Fund Growth | +0.1% | +6.87% | +6.32% |
Results are calculated on CAGR basis
About Fund
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.
The Aditya Birla Sun Life Reg Savings Fund Regular Plan Growth has an AUM of 1479.28 crores & has delivered CAGR of 7.97 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.54%. The minimum investment in Aditya Birla Sun Life Reg Savings Fund Regular Plan Growth is Rs 1000 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Low & Moderate respectively.
The fund has a present cash holding of %. The top holdings of the fund include Cholamandalam Investment And Finance Company Limited, Housing And Urban Development Corporation Limited, Jtpm Metal TRaders Limited, State Government Of Madhya Pradesh.
The major sectors where the fund is invested are Regional Banks, Healthcare Facilities, Metal Mining, Biotechnology & Drugs.
Some of the similar funds are Nippon India Conservative Hybrid Fund Growth, Aditya Birla Sun Life Reg Savings Fund Regular Plan Growth, Kotak Debt Hybrid Growth, UTI Conservative Hybrid Fund Regluar Plan Growth, Canara Robeco Conservative Hybrid Fund Growth. Aditya Birla Sun Life Reg Savings Fund Regular Plan Growth has a sharpe ratio of 0.55 & a standard deviation of 3.67%.
FAQs
According to the morning star rating Aditya Birla Sun Life Reg Savings Fund Regular Plan Growth has a Low risk & Moderate return.
Aditya Birla Sun Life Reg Savings Fund Regular Plan Growth is managed by Mohit Sharma,Harshil Suvarnkar.
The expense ratio of Aditya Birla Sun Life Reg Savings Fund Regular Plan Growth is 1.54%.
The 5 year annualized return on Aditya Birla Sun Life Reg Savings Fund Regular Plan Growth is 7.97% & it has generated 3.30% in the last 1 year.
The minimum investment in Aditya Birla Sun Life Reg Savings Fund Regular Plan Growth is 1000 Rs.
Aditya Birla Sun Life Reg Savings Fund Regular Plan Growth has an AUM of 1479.28 crores.
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