Long Durationregulargrowth
Aditya Birla Sun Life Long Duration Fund-Regular Growth
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-0.64%
1 Month-2.44%
3 Months-1.70%
6 Months-1.08%
1 Year-0.16%
3 Years (CAGR)+5.99%
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Aug 2022)+6.47%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-2.38%
3 Year SIP+3.99%
5 Year SIP—
Since Inception (Aug 2022)+4.68%
Fund Details
Fund HouseAditya Birla Sun Life Mutual Fund
CategoryLong Duration
Plan Typeregular
Optiongrowth
AUM₹150 Cr
Expense Ratio1.09%
Min SIP₹500
Min Lumpsum₹100
Launch Date10 Aug 2022
AMFI Code150482
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Aditya Birla Sun Life Long Duration Fund-Regular Growth by Aditya Birla Sun Life Mutual Fund is a Long Duration fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Long Duration category.
About This Fund
Aditya Birla Sun Life Long Duration Fund-Regular Growth is a Long Duration mutual fund offered by Aditya Birla Sun Life Mutual Fund. The fund has been operational for over 3 years. It manages assets worth ₹150 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.09%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations