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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹5000

AUM (Fund size)

22,857 Cr

Lock In Period

N/A

Expense Ratio

0.35

Benchmark

NIFTY Ultra Short Duration Debt Index A-I

Exit Load

Nil

Summary

Latest details for Aditya Birla Sun Life Savings Fund - Retail Plan Growth include a 550.9183 NAV as of Feb 11,2026 and returns since inception of 23.83%. Minimum investments start at SIP ₹1000. The Aditya Birla Sun Life Savings Fund - Retail Plan Growth AUM is ₹22,857 Cr, with a lock-in of N/A years, expense ratio of 0.35%, and benchmark NIFTY Ultra Short Duration Debt Index A-I. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 0.00% and a category best of 0.00%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)

Portfolio Analysis

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As on: 2026-01-15
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About Fund

Aditya Birla Sun Life Savings Fund - Retail Plan Growth managed by Aditya Birla Sun Life Mutual Fund,is a Ultra Short Term Planscheme with Assets Under Management of ₹22,857 Crore. The fund benchmarks its performance against the NIFTY Ultra Short Duration Debt Index A-I while maintaining an expense ratio of 0.35. Under the expert guidance of Kaustubh Gupta ,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 Name1Y3Y
This FundBaroda BNP Paribas Ultra Short Duration Fund Growth6.688322.981
This FundAditya Birla Sun Life Savings Fund Growth7.082223.8252
This FundAditya Birla Sun Life Savings Fund - Retail Plan Growth7.082323.826
This FundFranklin India Ultra Short Bond Fund - Institutional Plan Growth13.688828.4789
This FundFranklin India Ultra Short Bond Fund - Super Institutional Growth13.688628.6768

FAQs

Aditya Birla Sun Life Savings Fund - Retail Plan 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 Savings Fund - Retail Plan Growth is 0.35. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Aditya Birla Sun Life Savings Fund - Retail Plan Growth’s fund performance is as follows:
  • 1 Month : %
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Returns of Aditya Birla Sun Life Savings Fund - Retail Plan Growth are updated daily based on NAV of ₹ 550.9183 as on Feb 11,2026. Since inception, the return has been 23.83%.

You can invest in Aditya Birla Sun Life Savings Fund - Retail Plan 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 Savings Fund - Retail Plan Growth is ₹22,857 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Aditya Birla Sun Life Savings Fund - Retail Plan 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