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Aditya Birla Sun Life Regular Savings Fund - Direct Plan

An Open-ended income scheme with the objective to generate regular income so as to make monthly payment or distribution to unit holders with the secondary objective being growth of capital. Monthly Income is not assured and is subject to availability of distributable surplus.

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	1.51%
Min subscription	₹ 500

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 1,184
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 (0-365) days. No Exit load, if redeemed after 365 days.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Aditya Birla Sun Life Regular Savings Fund - Direct Plan	1000	1000	2.5%
Axis Regular Saver Fund - Direct Plan	100	100	5.74%
Axis Regular Saver Fund - Direct Plan	100	100	5.74%
Kotak Debt Hybrid Fund - Direct Plan	1000	1000	7.3%
BNP Paribas Conservative Hybrid Fund - Direct Plan	1000	1000	6.96%
ICICI Prudential Regular Savings Fund - Direct Plan	500	500	7.94%
Sundaram Debt Oriented Hybrid Fund - Direct Plan	500	500	2.77%

Top 10 Holdings

Company	Holding Type	Asset(%)
U.P. Power Corporation Limited	Bond - Corporate Bond	7
Rural Electrification Corporation Limited	Bond - Corporate Bond	5
Fullerton India Credit Company Ltd	Bond - Corporate Bond	4
Clearing Corporation Of India Limited	Cash - Collateral	4
MAHINDRA & MAHINDRA FINANCIAL SERVICES LIMITED	Bond - Corporate Bond	3
U.P. Power Corporation Limited	Bond - Corporate Bond	3
U.P. Power Corporation Limited	Bond - Corporate Bond	3
INDIAN RAILWAY FINANCE CORPORATION LIMITED	Bond - Corporate Bond	3
Net Receivables / (Payables)	Cash	3
8.25% Gujarat SDL 2024	Bond - Gov't Treasury	2

Asset Allocation(%)

Asset	Percent
Bond - Corporate Bond	54
Equity	25
Bond - Gov't Treasury	8
Cash - Collateral	5
Cash	3

Sector Allocation(%)

Sector	Percent
Bond - Corporate Bond	54
Financial Services	9
Bond - Gov't Treasury	8
Cash - Collateral	5
Industrials	4

Fund Manager

Satyabrata Mohanty

11+ years of experience

Pranay Sinha

5+ years of experience

Dhaval Shah

0+ 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.

connect@birlasunlife.com

Phone

1800 22 7000

Address

Aditya Birla Sun Life AMC Ltd,One India Bulls Centre ,Tower 1, 17th Flr,,Jupiter Mill Compound,841,S.B. Marg,,Elphinstone Road, Mumbai - 400 093

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m