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Aditya Birla Sun Life Savings Fund Direct growth
Fixed Income • Ultra Short Duration • Direct growth
Average credit rating
AA
CAGR
₹1,000 invested for 5 years
Fund Info
Fixed Income
Ultra Short Duration
Direct growth
Launched On
01 Jan 2013
12.7 years ago
Lock-in Period
No lock-in
NAV
as of 26 Sep 2025
₹567.45
+0.0151% (0.10)
AUM
₹21,521 Cr
Expense ratio
0.34%
Benchmark
Fund Plan
Tax info and exit load
Taxes
Units sold anytime
As per tax slab
Exit Load
If units sold anytime
0%
Distribution
Asset split
Debt56.10%
Cash43.90%
What's in this fund?
Credit Rating
Sectors
Holdings
Fund House
Aditya Birla Sun Life
Inc: 22 Apr 1994 • Total AUM: ₹3,70,019 Cr • Rank #5Aditya Birla Sun Life Mutual Fund, started in 1994, has Aditya Birla Capital Limited ("ABCL") as its sponsor. The fund house is headed by A. Balasubramanian as the CEO. As of 31 March 2024, it has an AUM of ₹315,239.30 Cr. It functions under the holding company Sun Life Financial Inc., with 78.9 lakh investor folios and a presence in over 290 locations across the country as of 30 September 2023.
Fund Managers
Sunaina Cunha
Experience: 14.20 yrs • Total AUM: 11,54,678 Cr
Kaustubh Gupta
Experience: 15.99 yrs • Total AUM: 22,11,061 Cr
Monika Gandhi
Experience: 4.51 yrs • Total AUM: 2,15,213 Cr
Risk
Category risk
Moderate
As provided by the fund house document, this risk is specific to this fund category (Fixed Income). To know the risk of this fund particularly, check 'Risk vs Category'.
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Expense ratio
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Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.