Return
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- 3M
- 6M
- 1Y
- 3Y
- 5Y
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹0 & Lump. ₹1000
AUM (Fund size)
₹61 Cr
Lock In Period
N/A
Expense Ratio
1.04
Benchmark
CRISIL Hybrid 75+25 - Conservative Index
Exit Load
Nil
Summary
Latest details for Aditya Birla Sun Life Dual Advantage Fund Series - 2 Growth include a ₹13.1691 NAV as of Apr 28,2022 and returns since inception of 27.72%. Minimum investments start at SIP ₹0. The Aditya Birla Sun Life Dual Advantage Fund Series - 2 Growth AUM is ₹61 Cr, with a lock-in of N/A years, expense ratio of 1.04%, and benchmark CRISIL Hybrid 75+25 - Conservative Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 1.54% returns, against a category average of -1.35% and a category best of 297.26%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 1.54 | -1.35 | 297.26 |
| 6M | -0.77 | 0.69 | 315.31 |
| 1Y | 4.57 | 3.77 | 339.02 |
| 3Y | 8.50 | 9.96 | 55.84 |
Portfolio Analysis
- Equity: 12.46%
- Debt: 87.53%
- Others
As on: 2022-04-15
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About Fund
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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundFranklin India Retirement Fund - Growth Growth | 0 | 491.82 CR | 2.28 |
| This FundICICI Prudential Capital Protection Oriented Fund XIV - PlanA 1275 D-Direc Growth | 0 | 524.04 CR | 0.86 |
| This FundAditya Birla Sun Life Dual Advantage Fund Series - 2 Growth | 0 | 60.87 CR | 1.04 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundFranklin India Retirement Fund - Growth Growth | -0.0549 | 27.4832 |
| This FundICICI Prudential Capital Protection Oriented Fund XIV - PlanA 1275 D-Direc Growth | 3.3375 | 27.5456 |
| This FundAditya Birla Sun Life Dual Advantage Fund Series - 2 Growth | 4.5706 | 27.7202 |
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%
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.
Min Inv Amount: ₹500