Aditya Birla Sun Life Dual Advantage Fund Series - 2 Growth Return

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  • 5Y
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Showing Funds Performance since Sep 07, 2020

Aditya Birla Sun Life Dual Advantage Fund Series - 2 Growth Fund Overview

Min. investment

SIP ₹ & Lump. ₹1000

AUM (Fund size)

₹61 Cr

Lock In Period

N/A

Expense Ratio

1.04

Exit Load

Nil

Benchmark

CRISIL Hybrid 75+25 - Conservative Index

Aditya Birla Sun Life Dual Advantage Fund Series - 2 Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.54-0.52297.26
6M-0.772.13315.31
1Y4.575.21339.02
3Y8.5012.6055.84

Portfolio Analysis

  • Equity: 12.46%
  • Debt: 87.53%
  • Others
As on: 2022-04-15
View allocation % by

1. ICICI Bank Limited1.66%
2. State Bank of India1.42%
3. HDFC Bank Limited1.02%
4. Housing Development Finance Corporation Limited0.90%
5. Bandhan Bank Limited0.27%

1. METROPOLIS HEALTHCARE LIMITED1.52%

1. Voltas Limited0.82%
2. Whirlpool of India Limited0.44%

1. Atul Limited1.04%
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About Fund Aditya Birla Sun Life Dual Advantage Fund Series - 2 Growth

Aditya Birla Sun Life Dual Advantage Fund Series - 2 Growth managed by Aditya Birla Sun Life Mutual Fund,is a Debt - Hybridscheme with Assets Under Management of ₹61 Crore. The fund benchmarks its performance against the CRISIL Hybrid 75+25 - Conservative Index while maintaining an expense ratio of 1.04. 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

Fund NameRatingsAUMExpense Ratio
Canara Robeco Dual Advantage Fund Series 1 Growth0475 CR1.09
ICICI Prudential Capital Protection Oriented Fund XIV - PlanA 1275 D-Direc Growth0524 CR0.86
Aditya Birla Sun Life Dual Advantage Fund Series - 2 Growth060 CR1.04
Fund Name1Y3Y
This FundCanara Robeco Dual Advantage Fund Series 1 Growth14.738127.4385
This FundICICI Prudential Capital Protection Oriented Fund XIV - PlanA 1275 D-Direc Growth3.337527.5456
This FundAditya Birla Sun Life Dual Advantage Fund Series - 2 Growth4.570627.7202

Aditya Birla Sun Life Dual Advantage Fund Series - 2 Growth FAQs

Aditya Birla Sun Life Dual Advantage Fund Series - 2 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 - 2 Growth is 1.04. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Aditya Birla Sun Life Dual Advantage Fund Series - 2 Growth’s fund performance is as follows:
  • 1 Month : 1.54%
  • 6 Months : -0.77%
  • 1 Year : 4.57%
  • 3 Years : 8.50%
Returns of Aditya Birla Sun Life Dual Advantage Fund Series - 2 Growth are updated daily based on NAV of ₹ 13.1691 as on Apr 28,2022. Since inception, the return has been 27.72%.

You can invest in Aditya Birla Sun Life Dual Advantage Fund Series - 2 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 - 2 Growth is ₹61 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Aditya Birla Sun Life Dual Advantage Fund Series - 2 Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.