Monzy

Aditya Birla Sun Life Banking & PSU Debt Fund

Annual Returns

5Y5-Year Return
6.1%
3Y3-Year Return
6.7%
1Y1-Year Return
3.3%

  • 13 yrs 9m track record.

  • Risk band: low to moderate.

Returns calculator

Your investment

In

Worst Period

7.0%

₹1,95,970

Typical Period

8.0%

₹2,16,539

Best Period

8.6%

₹2,28,006

Based on investments started between 2 Jan 2013 and 21 Oct 2016.

Based on historical returns. Future returns may be higher or lower.

Fund snapshot

₹8,740.76 Cr

🏦 AUM (Fund size)

8.09%

📈 Returns since inception (p.a.)

0.41%

⭐ Yearly fund fee

₹402.19

📅 NAV as of today

Historical NAV & Returns

Oct 2016Today

Fund overview / numbers that matter

Start your investment from

SIP ₹1,000 · Lumpsum ₹5,000

0.41% Total Expense Ratio

13 yrs 9m old · Low to Moderate Risk

Understand Mutual Fund Taxation here.

Things to keep in mind

⚠️ Low to Moderate risk — equity NAV can swing sharply, especially over short periods.

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Recommendation based on your answers.
Mutual funds are subject to market risk - read all scheme documents carefully.