Aditya Birla Sun Life Reg Savings Fund
Get the latest NAV of Aditya Birla Sun Life Reg Savings Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹76.58
▲0.3%1D
NAV as on 18 Mar 2026
10.32%/per year
Since Inception
▲▼
95 people have invested ₹ 48.5L in Aditya Birla Sun Life Reg Savings Fund in the last three months
Aditya Birla Sun Life Reg Savings Fund Performance vs. Conservative Allocation Index
Fund returns vs Benchmark returns vs Category Average returns as on (18-Mar-26)
The fund has consistently outperformed the benchmark (Conservative Allocation Index) over the last 1Y, 3Y, 5Y time periods.
Aditya Birla Sun Life Reg Savings Fund Ranking and Peer Comparison
Ranked based on performance, risk management and cost efficiency
Ranked 6 out of 10 mutual funds in the conservative allocation category as per INDmoney.
Aditya Birla Sun Life Reg Savings Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Aditya Birla Sun Life Reg Savings Fund Asset Allocation
See fund asset allocation details as on (14-Mar-26)
Fund Distribution
as on (14-Mar-26)
Aditya Birla Sun Life Reg Savings Fund Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
Top 3 Sectors in February were Corporate, Financial Services & Government
Corporate
58%
Financial Services
36%
Government
35%
Corporate
59%
Financial Services
37%
Government
34%
Aditya Birla Sun Life Reg Savings Fund Holdings Details
as on (28-Feb-26)
Aditya Birla Sun Life Reg Savings Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.93% |
Benchmark | CRISIL Hybrid 85+15 - ConservativeTR INR |
| AUM | ₹1523 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | ₹500/₹100 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 146.13% |
| Risk |   High Risk |
About Aditya Birla Sun Life Reg Savings Fund
Aditya Birla Sun Life Reg Savings Fund is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Mohit Sharma, Harshil Suvarnkar. This fund gives you the benefit of diversification.
Key Parameters
- Aditya Birla Sun Life Reg Savings Fund has ₹1523 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 0.9.
Returns
Aditya Birla Sun Life Reg Savings Fund has given a CAGR return of 10.32% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 8.23%, 10.12% and 9.24% respectively.
Holdings
Aditya Birla Sun Life Reg Savings Fund has allocated its funds majorly in Corporate, Financial Services, Government, Health, Consumer Cyclical, Basic Materials, Industrial, Cash Equivalent, Tech, Communication, Consumer Defensive, Real Estate, Utilities, Energy.
Taxation
As it is a conservative allocation mutual fund the taxation is as follows:If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitLong term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).
Investment objective of Aditya Birla Sun Life Reg Savings Fund
The primary objective of the scheme is to generate regular income so as to make monthly payments or distribution to unit holders, with the secondary objective being growth of capital. There can be no assurance that the Scheme objectives will be realised.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 100.00. Aditya Birla Sun Life Reg Savings Fund has no lock in period.
Fund Manager
Mohit Sharma
Fund Manager of Aditya Birla Sun Life Reg Savings Fund, since 31 October 2024
Harshil Suvarnkar
Fund Manager of Aditya Birla Sun Life Reg Savings Fund, since 22 March 2021
- AUM of the fund stands at 1.5K Cr as of Feb'26
- AUM decreased by 16.2 Cr between Feb'26 and Jan'26
Frequently Asked Questions for Aditya Birla Sun Life Reg Savings Fund
How do I invest in Aditya Birla Sun Life Reg Savings Fund?
- Download the INDmoney app.
- Search for ‘Aditya Birla Sun Life Reg Savings Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.