3 Year return

5.82%
Launched on January 2013 (11 years)

Investment Details

₹100

Minimum SIP Amount

₹500

Minimum one time investment

Fund has no lock-in period

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Risk Involved

Moderate Risk

Your principal will be at

Moderate Risk

Scheme Information

Asset Under Management

₹44331.38 Cr.

Expense Ratio

0.21% (inclusive of GST)

Exit Load

0.0070% - If redemption/switch out within 1 days from the date of allotment. 0.0065% - If redemption/switch out within 2 days from the date of allotment. 0.0060% - If redemption/switch out within 3 days from the date of allotment. 0.0055% - If redemption/switch out within 4 days from the date of allotment. 0.0050% - If redemption/switch out within 5 days from the date of allotment. 0.0045% - If redemption/switch out within 6 days from the date of allotment. Nil - If redemption/switch out within 7 days from the date of allotment.

Ratings

ARQ Rating
3

Ratings by other agencies

4
1
0

Tax Implications

Withdrawal within 3 years

Tax based on your income tax bracket

Withdrawal after 3 years

20% tax after indexation (adjusting for inflation)

Fund Holdings

Holdings

Aditya Birla Sun Life Mutual Fund Managers

KG

Kaustubh Gupta

Fund Manager since Oct 2018

View Details

Fund House Details

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Mutual Fund Asset management company

AUM ₹332,579.31 Cr.
No. of Schemes 226
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by Aditya Birla Sun Life Mutual Fund

List of mutual fund schemes by AMC

About Aditya Birla Sun Life Liquid Fund Growth Direct Plan

Aditya Birla Sun Life Liquid Fund Growth Direct Plan is managed by Aditya Birla Sun Life Mutual Fund, a reputable asset management company. This fund falls under the category of liquid funds, which are known for their low-risk and high liquidity nature.

Investment Objectives of the Scheme

The primary goal of the Aditya Birla Sun Life Liquid Fund Growth Direct Plan is to provide investors with a secure investment avenue that generates optimal returns over the short term. It aims to achieve this by investing in a diversified portfolio of money market instruments and debt securities with varying maturities.

Key Features of The Fund

5-year return 5.34%
Expense Ratio 0.21%
Fund Manager Kaustubh Gupta
Fund Size ₹44331.38 Cr
Risk Profile Moderate

Is This Scheme Right for Me?

This fund is an excellent choice for investors who seek a safe parking place for their surplus funds, which may not be required for immediate expenses. If you want to earn returns that are potentially higher than traditional savings accounts, while still maintaining easy access to your funds, this liquid fund could be a suitable option. Moreover, it is particularly well-suited for investors with a short investment horizon and a low tolerance for risk. Keep in mind that while liquid funds offer relatively stable returns, they might not yield as high returns as some other investment options with higher risk profiles. Always assess your financial goals, risk appetite, and investment horizon before making any investment decisions. It's also recommended to consult with a financial advisor to ensure that the chosen fund aligns with your overall financial strategy.

AMC Contact Details

Name Aditya Birla Sun Life Mutual Fund
Launch Date September 1994
Addresss One India Bulls Centre, Tower-1, 17th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road, Mumbai, 400013
Contact 1-800-22-7000
Email care.mutualfunds@adityabirlacapital.com
Website https://mutualfund.adityabirlacapital.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Build Investment Discipline with SIPs

SIPs instill a habit of disciplined saving. By automating your investments, you ensure consistent contributions towards your financial goals. Plan your SIP investment strategy the SIP investment calculator. This tool helps you estimate returns and stay on track with your long-term investment plan.

FAQs

What is today's NAV of Aditya Birla Sun Life Liquid Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Aditya Birla Sun Life Liquid Fund Jun 13 2024 is 395.53

What is the AUM of Aditya Birla Sun Life Liquid Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Aditya Birla Sun Life Liquid Fund is 44331.38 crore.

What is the expense ratio of Aditya Birla Sun Life Liquid Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Aditya Birla Sun Life Liquid Fund is 0.21%

What are the returns of Aditya Birla Sun Life Liquid Fund since inception?

The Aditya Birla Sun Life Liquid Fund was launched on Jan 01 2013. The fund has delivered a CAGR of 6.91 since inception.

What is the minimum SIP amount to invest in Aditya Birla Sun Life Liquid Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Aditya Birla Sun Life Liquid Fund is 100.

How do I invest in Aditya Birla Sun Life Liquid Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Aditya Birla Sun Life Liquid Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Aditya Birla Sun Life Liquid Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Aditya Birla Sun Life Liquid Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.