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Aditya Birla Sun Life Capital Protection Oriented Fund - Series 29 Growth Return

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Showing Funds Performance since Sep 07, 2020

Aditya Birla Sun Life Capital Protection Oriented Fund - Series 29 Growth Fund Overview

Min. investment

SIP ₹ & Lump. ₹5000

AUM (Fund size)

₹69 Cr

Lock In Period

N/A

Expense Ratio

1.35

Exit Load

Nil

Benchmark

Crisil MIP Blended Index

Aditya Birla Sun Life Capital Protection Oriented Fund - Series 29 Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.00-0.03297.26
6M0.002.30315.31
1Y0.005.05339.02
3Y0.0012.9755.84

Portfolio Analysis

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About Fund Aditya Birla Sun Life Capital Protection Oriented Fund - Series 29 Growth

Aditya Birla Sun Life Capital Protection Oriented Fund - Series 29 Growth managed by Aditya Birla Sun Life Mutual Fund,is a Debt - Hybridscheme with Assets Under Management of ₹69 Crore. The fund benchmarks its performance against the Crisil MIP Blended Index while maintaining an expense ratio of 1.35. Under the expert guidance of Mohit Sharma ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Mohit Sharma

Mr. Mohit Sharma holds PGDCM - IIM Calcutta, B Tech - IIT Madras He has around 10 years of experience of which 7 years are in financial markets. Prior to joining Birla Sun Life Asset Management Co. Ltd, he ran his own healthcare- tech business (June 2012 - May 2015). He has also worked as an Interest Rates Trader in Standard Chartered Bank (May 2007 - June 2011) and ICICI Bank Ltd (June 2006 - April 2007). He started his career in the Equity Research in Irevna Ltd (June 2005 - June 2006).

Peer Comparison

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Aditya Birla Sun Life Capital Protection Oriented Fund - Series 29 Growth FAQs

Aditya Birla Sun Life Capital Protection Oriented Fund - Series 29 Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Aditya Birla Sun Life Capital Protection Oriented Fund - Series 29 Growth is 1.35. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Aditya Birla Sun Life Capital Protection Oriented Fund - Series 29 Growth’s fund performance is as follows:
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Returns of Aditya Birla Sun Life Capital Protection Oriented Fund - Series 29 Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. Since inception, the return has been 0.00%.

You can invest in Aditya Birla Sun Life Capital Protection Oriented Fund - Series 29 Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Aditya Birla Sun Life Capital Protection Oriented Fund - Series 29 Growth is ₹69 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Aditya Birla Sun Life Capital Protection Oriented Fund - Series 29 Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.