Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹0 & Lump. ₹5000
AUM (Fund size)
₹78 Cr
Lock In Period
N/A
Expense Ratio
2.39
Benchmark
Nifty 50
Exit Load
Nil
Summary
Latest details for Aditya Birla Sun Life Dual Advantage Fund Series - 1 Growth include a ₹ NAV as of May 01,2026 and returns since inception of --%. Minimum investments start at SIP ₹0. The Aditya Birla Sun Life Dual Advantage Fund Series - 1 Growth AUM is ₹78 Cr, with a lock-in of N/A years, expense ratio of 2.39%, and benchmark Nifty 50. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 0.34% and a category best of 297.26%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.00 | 0.34 | 297.26 |
| 6M | 0.00 | 1.99 | 315.31 |
| 1Y | 0.00 | 4.77 | 339.02 |
| 3Y | 0.00 | 7.96 | 55.84 |
Portfolio Analysis
- Equity:
- Debt:
- Others
As on:
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About Fund
Aditya Birla Sun Life Dual Advantage Fund Series - 1 Growth managed by Aditya Birla Sun Life Mutual Fund,is a Debt - Hybridscheme with Assets Under Management of ₹78 Crore. The fund benchmarks its performance against the Nifty 50 while maintaining an expense ratio of 2.39. Under the expert guidance of Ajay Garg ,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
Ajay Garg
Mr. Ajay holds BE in Electronics and MBA in Finance. Has been working with AMC since Jan 2003. Prior to this he had worked with Birla Sun Life Securities Ltd.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundUTI Dual Advantage Fixed Term Fund Series III - I Growth | 0 | 32.74 CR | 1.07 |
| This FundICICI Prudential Capital Protection Oriented Fund IX - Plan D Growth | 0 | 110.01 CR | 2.12 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundUTI Dual Advantage Fixed Term Fund Series III - I Growth | 17.3339 | 16.9808 |
| This FundICICI Prudential Capital Protection Oriented Fund IX - Plan D Growth | 6.9514 | 17.1383 |
FAQs
Aditya Birla Sun Life Dual Advantage Fund Series - 1 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 Dual Advantage Fund Series - 1 Growth is 2.39. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Aditya Birla Sun Life Dual Advantage Fund Series - 1 Growth’s fund performance is as follows:
- 1 Month : 0.00%
- 6 Months : 0.00%
- 1 Year : 0.00%
- 3 Years : 0.00%
You can invest in Aditya Birla Sun Life Dual Advantage Fund Series - 1 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 Dual Advantage Fund Series - 1 Growth is ₹78 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Aditya Birla Sun Life Dual Advantage Fund Series - 1 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