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Aditya Birla Sun Life Savings Fund - Growth - Direct Plan
★★★★★ monitor_heart Health Score: 63/100 · AverageAditya Birla Sun Life Mutual Fund · Debt · Ultra Short Duration Fund
₹598.14
AUM: ₹19,611 Cr
NAV updated about 2 months ago
Plan
Direct
Option
Growth
Risk
Low to Moderate
Expense Ratio
0.32%
Exit Load
Nil
Fund Manager
Sunaina da Cunha, Kaustubh Gupta
Inception
Jan 2013
Benchmark
NIFTY Ultra Short Duration Debt Index A-I
Sharpe Ratio
0.39
Std Dev (1Y)
0.45%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.59%
3m
+1.62%
6m
+3.02%
1y
+6.36%
3y
+7.48%
5y
+6.59%
10y
+7.07%
since inception
+7.68%
rate_review TopFund's Take on Aditya Birla Sun Life Savings Fund - Growth - Direct Plan
Aditya Birla Sun Life Savings Fund - Growth - Direct Plan sits in the middle of the pack for Ultra Short Duration Fund funds, currently carrying a 2-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 63/100.
Cost: At 0.32%, the expense ratio is meaningfully cheaper — about 29% below the Ultra Short Duration Fund category average of 0.45% (based on 41 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a modest Sharpe ratio of 0.39 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 0.45% is on the lower side, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Debt fund.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
donut_small Sector Allocation
pie_chart Asset Allocation
info Fund Snapshot
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Frequently Asked Questions about Aditya Birla Sun Life Savings Fund - Growth - Direct Plan
The current NAV (Net Asset Value) of Aditya Birla Sun Life Savings Fund - Growth - Direct Plan is ₹598.14. NAV is updated every business day after market close by AMFI.
1Y: 6.36% · 3Y CAGR: 7.48% · 5Y CAGR: 6.59%
The expense ratio is 0.32% per annum — the annual fee deducted from your investment to cover fund management costs.
Aditya Birla Sun Life Savings Fund - Growth - Direct Plan is managed by Sunaina da Cunha, Kaustubh Gupta at Aditya Birla Sun Life Mutual Fund.
Aditya Birla Sun Life Savings Fund - Growth - Direct Plan is a Low to Moderate risk fund. Suitable for investors with a moderate risk appetite.
Aditya Birla Sun Life Savings Fund - Growth - Direct Plan is a Ultra Short Duration Fund fund. SIP suitability depends on your investment goal and risk profile.
The Assets Under Management (AUM) of Aditya Birla Sun Life Savings Fund - Growth - Direct Plan is ₹19,611 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.