Return
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- 6M
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- 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹0 & Lump. ₹5000
AUM (Fund size)
₹104 Cr
Lock In Period
N/A
Expense Ratio
N/A
Benchmark
Crisil Balanced Fund Index
Exit Load
Nil
Summary
Latest details for Aditya Birla Sun Life Capital Protection Oriented Fund - Series 5 Growth include a ₹ NAV as of Mar 14,2026 and returns since inception of --%. Minimum investments start at SIP ₹0. The Aditya Birla Sun Life Capital Protection Oriented Fund - Series 5 Growth AUM is ₹104 Cr, with a lock-in of N/A years, expense ratio of N/A%, and benchmark Crisil Balanced Fund Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of -1.95% and a category best of 297.26%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.00 | -1.95 | 297.26 |
| 6M | 0.00 | 0.99 | 315.31 |
| 1Y | 0.00 | 4.86 | 339.02 |
| 3Y | 0.00 | 11.98 | 55.84 |
Portfolio Analysis
- Equity:
- Debt:
- Others
As on:
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About Fund
Aditya Birla Sun Life Capital Protection Oriented Fund - Series 5 Growth managed by Aditya Birla Sun Life Mutual Fund,is a Debt - Hybridscheme with Assets Under Management of ₹104 Crore. The fund benchmarks its performance against the Crisil Balanced Fund Index while maintaining an expense ratio of . Under the expert guidance of Satyabrata Mohanty ,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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundICICI Prudential Capital Protection Oriented Fund V - Plan F Growth | 0 | 44.24 CR | 2.25 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundICICI Prudential Capital Protection Oriented Fund V - Plan F Growth | 6.6923 | 0 |
FAQs
Aditya Birla Sun Life Capital Protection Oriented Fund - Series 5 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 5 Growth is . 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 5 Growth’s fund performance is as follows:
- 1 Month : %
- 6 Months : %
- 1 Year : %
- 3 Years : %
You can invest in Aditya Birla Sun Life Capital Protection Oriented Fund - Series 5 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 5 Growth is ₹104 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 5 Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500