Aditya Birla Sun Life Capital Protection Oriented Fund - Series 7 - Growth - Regular Plan

This Scheme Aditya Birla Sun Life Capital Protection Oriented Fund - Series 7 - Growth - Regular Plan is Suspended
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  • Net Change on 07-10-2014

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

To seek capital protection by investing in high quality fixed income securities maturing in line with the tenure of the scheme and seeking capital appreciation by investing in equity and equity related instruments.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
CRISIL Hybrid 35+65 - Aggressive Index N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Fund Holdings as on 30-September-2014

  • Clearing Corporation of India Ltd

  • Net Receivables / (Payables)

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Fund Manager

  • Education:B.E. (Electronics), MBA (Finance)
  • Experience:15 Years
  • Basic Details:Mr. Ajay Garg has over 15 years of work experience in financial services. Prior to joining BSLAMC, he has worked with Birla Sun Life Securities Ltd.
  • Funds Managed:
  • Education:B.Com, C.A., CFA
  • Experience:12 Years
  • Basic Details:Mr.Satyabrata Mohanty has over 12 years of experience in Finance and Research. He has handled responsibilities across Fund Management, Trading and Credit Research functions. Prior to joining BSLAMC, he has worked with Aditya Birla Management Corporation Ltd.
  • Funds Managed:
  • Cash

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About Aditya Birla Sun Life Capital Protection Oriented Fund - Series 7

Scheme Analysis

Aditya Birla Sun Life Capital Protection Oriented Fund - Series 7 is a Capital Protection fund and belongs to Aditya Birla Sun Life Mutual Fund. It was launched on 04-Oct-2011 and currently has an AUM of ₹143.14 crore. Aditya Birla Sun Life Capital Protection Oriented Fund - Series 7 is benchmarked against CRISIL Hybrid 35+65 - Aggressive Index as primary index.

The NAV of Aditya Birla Sun Life Capital Protection Oriented Fund - Series 7 ended up ₹0.01(0.09%)yesterday to ₹14.8087.

Among its top 3 holdings the fund has exposure to Clearing Corporation of India Ltd, Net Receivables / (Payables) and

The Aditya Birla Sun Life Capital Protection Oriented Fund - Series 7 is managed by Ajay Garg and Satyabrata Mohanty.

Fund House Contact

One World Center , Tower 1, 17th Floor, Jupiter Mill Compound, Senapati Bapat Marg, Elphinstone Road, Mumbai - 400 013

022-43568000
022-43568110/ 8111