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Aditya Birla Sun Life Regular Savings Fund - Direct Plan

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.

Suitability

This product is suitable for investors who are seeking

• regular income with capital growth over medium to long term

• investments in debt and money market instruments as well as equity and equity related securities [20-30%]

Fund Info

Scheme Class	Hybrid
Scheme Category	Conservative Allocation
Expense Ratio	0.91%
Min subscription	₹ 500

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 1,686
AMC AUM (in Crs.)	₹ 2,49,270
Min Addition Subscription	₹ 500

Benchmark Type

CRISIL Hybrid 85+15 - ConservativeTR INR

Exit Load

Exit load of 1.0%, if redeemed between (0-90) days. No Exit load, if redeemed after 90 days.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Aditya Birla Sun Life Regular Savings Fund - Direct Plan	1000	1000	15.42%
Axis Regular Saver Fund - Direct Plan	100	100	11.91%
Axis Regular Saver Fund - Direct Plan	100	100	11.91%
Kotak Debt Hybrid Fund - Direct Plan	1000	1000	15.77%
Baroda BNP Paribas Conservative Hybrid Fund - Direct Plan	1000	1000	9.97%
ICICI Prudential Regular Savings Fund - Direct Plan	500	500	12.28%
Sundaram Debt Oriented Hybrid Fund - Direct Plan	500	500	12.87%

Top 10 Holdings

Company	Holding Type	Asset(%)
7.27% Govt Stock 2026	Bond - Gov't Treasury	4
Sikka Ports & Terminals Limited	Bond - Corporate Bond	4
Bajaj Housing Finance Limited	Bond - Corporate Bond	3
ICICI Bank Ltd	Equity	2
Manappuram Finance Limited	Bond - Corporate Bond	2
State Bank Of India	Bond - Corporate Bond	2
5.15% Govt Stock 2025	Bond - Gov't Treasury	2
Clearing Corporation Of India Limited	Cash - Repurchase Agreement	2
HDFC Bank Limited	Bond - Corporate Bond	2
HDFC Bank Ltd	Equity	2

Asset Allocation(%)

Asset	Percent
Bond - Corporate Bond	42
Equity	26
Bond - Gov't Treasury	22
Bond - Gov't Agency Debt	3
Bond - Asset Backed	2

Sector Allocation(%)

Sector	Percent
Bond - Corporate Bond	42
Bond - Gov't Treasury	22
Financial Services	9
Industrials	4
Consumer Cyclical	4

Fund Manager

Satyabrata Mohanty

13+ years of experience

Dhaval Shah

2+ years of experience

Harshil Suvarnkar

1+ years of experience

Birla Sun Life Mutual Fund

AUM₹2,49,270 Cr

About

Aditya Birla Sun Life Mutual Funds is one of the best and biggest asset management companies in India. It has a strong presence across the financial industry and has more than 16,000 employees working under it.##They have four main visions that they aspire to achieve. The first being a leader in the mutual fund industry, rather than just being another competitor. The second is to be a role model by being the best in whatever they do. The third is to be a broad-based player to meet all the needs of their customers and the last is to become an integrated player to garner a competitive edge in the market.##Aditya Birla Sun Life Mutual Fund offers various mutual fund schemes across various categories and sub- categories. An investor can choose the particular fund he/she wants to invest in based on their financial goals.

care.mutualfunds@adityabirlacapital.com

Phone

1800 22 7000

Address

Aditya Birla Sun Life AMC Ltd,One World Centre, Tower 1, 17th Floor,Jupiter Mill Compound, 841, Senapati Bapat Marg,Elphinstone Road, Mumbai - 400 013

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m