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Mutual Funds

Aditya Birla Sun Life Regular Savings Fund

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Aditya Birla Sun Life Regular Savings Fund

Conservative HybridRank #7
4/5

NAV (2026-07-14)

70.01

AUM

₹1,490.28 Cr

Exp. Ratio: 1.8%

RISK LEVEL

Moderately High

Returns & Performance

1 Year4.38%1.67% vs cat avgRank #6
3 Year8.18%0.55% vs cat avgRank #8
5 Year7.87%0.60% vs cat avgRank #11
Since Launch9.18%--

Fund vs Category Average

1Y
4.38%+1.67%
3Y
8.18%+0.55%
5Y
7.87%+0.60%

Pros & Cons

Pros

Outperforms category avg on 1Y returns
Strong 3Y track record vs category
Above category avg 5Y returns
No lock-in period
Decent 1Y category rank (#6)
Overall top-10 rank in category (#7)

Cons

Higher expense ratio (1.8%)
ISININF209K01751
NAV₹70.01
NAV Date2026-07-14
AUM₹1,490.28 Cr
Expense Ratio1.8%
RiskModerately High
Rating4 / 5
Min SIP Amount₹100
Max SIP Amount₹999999999
Min Additional Inv.₹1000
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1994-12-23

INVESTMENT OBJECTIVE

The scheme primarily seeks to generate regular income through a predominant exposure to debt and money market instruments. It also aims at capital growth through an equity exposure of maximum 25 per cent.

Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsReturns are taxed as per your income tax slab.

Mohit Sharma

Mr. Sharma is B Tech (IIT - Madras) and PGDCM (IIM Calcutta).

Prior to joining Aditya Birla Sun Life AMC, 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).

Top Holdings

Holdings data not available for this scheme