Comprehensive analysis of Aditya Birla SL Regular Savings Fund (IDCW-M) (1969) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Aditya Birla Sun Life AMC Ltd
To generate regular income so as to make monthly payment or distribution to unit holders with the secondary objective being growth of capital. Monthly Income is not assured and is subject to availability of distributable surplus.
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Moderate Returns
High Risk
Moderate Expenses
Balanced Mix
Experienced Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Outperformance vs benchmark
Fund manager experience
Recent performance momentum
Risk-adjusted returns
Historical performance consistency
Assets under management
Market exposure level
Fund management costs
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Industry | % Assets |
|---|---|---|
| C C I | Debt Others | 5.54% |
| Indian Railway Finance Corporation Ltd | Finance - Term-Lending Institutions | 4.43% |
| Cholamandalam Investment & Finance Company Ltd | Finance - Large | 3.66% |
| GSEC2034 | Govt. Securities | 3.34% |
| Power Grid Corporation of India Ltd | Power Generation And Supply | 2.96% |
| LIC Housing Finance Ltd | Finance - Housing - Large | 2.76% |
| REC Ltd | Finance - Term-Lending Institutions | 2.75% |
| Muthoot Finance Ltd | NBFC-Others | 2.65% |
| Tata Cap.Hsg. | Debt Others | 2.41% |
| Bajaj Housing Finance Ltd | Finance - Housing - Large | 2.37% |
Compare against Conservative Hybrid Fund category average
This comparison shows how the fund performs relative to the Conservative Hybrid Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Conservative Hybrid Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Canara Robeco Conservative Hybrid Fund-Dir (G) | ₹111.88 | 7.31% | 6.29% | 9.68% |
| Franklin India Conservative Hybrid Fund - Dir (G) | ₹99.81 | 6.42% | 5.65% | 10.19% |
| Canara Robeco Conservative Hybrid Fund (G) | ₹97.34 | 6.68% | 5.07% | 8.40% |
| Franklin India Conservative Hybrid Fund (G) | ₹90.73 | 6.06% | 4.92% | 9.39% |
| LIC MF Conservative Hybrid Fund - Direct (G) | ₹90.00 | 3.80% | 3.58% | 7.03% |
| HDFC Hybrid Debt Fund - Direct (G) | ₹86.79 | 4.97% | 3.28% | 10.51% |
| ICICI Pru Regular Savings Fund - Direct (G) | ₹84.05 | 7.61% | 7.31% | 10.91% |
| HDFC Hybrid Debt Fund (G) | ₹81.51 | 4.66% | 2.69% | 9.93% |
| LIC MF Conservative Hybrid Fund - Regular (G) | ₹81.04 | 3.28% | 2.53% | 6.00% |
| SBI Conservative Hybrid Fund - Direct (G) | ₹79.53 | 7.10% | 5.06% | 10.43% |
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