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Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
★★★★★ TopFund est.
TopFund Score (fallback rating)
- Calculated by: TopFund — used only when no third-party rating exists for this fund
- Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis
TopFund Score: 66/100 · Good
How this score is calculated
- Star rating (35%)4/5
- 3Y CAGR (30%)7.24%
- Expense ratio (20%)0.96%
- AUM (15%)₹1,490 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Aditya Birla Sun Life Mutual Fund · Debt · Ultra Short Duration Fund
₹589.62
AUM: ₹1,490 Cr
NAV updated 28 days ago
Plan
Regular
Option
Growth
Risk
Low to Moderate
Expense Ratio
0.96%
Exit Load
1% for redemption within 90 days.
Fund Manager
Satyabrata Mohanty, Vineet Maloo, Pranay Sinha
Inception
Jan 2013
Benchmark
CRISIL Hybrid 85+15 Conservative Index
Sharpe Ratio
0.19
Std Dev (1Y)
0.48%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.54%
3m
+2.12%
6m
+3.24%
1y
+6.31%
3y
+7.24%
5y
+6.49%
10y
+6.82%
since inception
+20.53%
TopFund's Take on Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan holds up reasonably well within the Ultra Short Duration Fund category, backed by a 4-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 66/100.
Cost: At 0.96%, the expense ratio is roughly in line with the Ultra Short Duration Fund category average of 0.96% — cost isn't a standout factor either way for this fund.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a modest Sharpe ratio of 0.19 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 0.48% is on the lower side for a Ultra Short Duration Fund fund, 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.
Sector Allocation
Asset Allocation
Fund Snapshot
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Frequently Asked Questions about Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
The current NAV (Net Asset Value) of Aditya Birla Sun Life Savings Fund - Growth - Regular Plan is ₹589.62. NAV is updated every business day after market close by AMFI.
1Y: 6.31% · 3Y CAGR: 7.24% · 5Y CAGR: 6.49%
The expense ratio of Aditya Birla Sun Life Savings Fund - Growth - Regular Plan is 0.96% per annum. This is the annual fee charged by the fund to manage your investment.
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan is managed by Satyabrata Mohanty, Vineet Maloo, Pranay Sinha at Aditya Birla Sun Life Mutual Fund.
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan is classified as a Low to Moderate risk fund. It is suitable for investors with a moderate risk appetite.
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan is a Ultra Short Duration Fund fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Aditya Birla Sun Life Savings Fund - Growth - Regular Plan with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Aditya Birla Sun Life Savings Fund - Growth - Regular Plan is ₹1,490 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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