Our Opinion
Recently Viewed
Clear AllValue Research Rating
Our Opinion
Riskometer
High
₹76.5793 0.27%
As on 18-Mar-2026
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Aditya Birla Sun Life Regular Savings Fund - Direct Plan
|
|
|
High
|
loading... |
0.93 |
|
|
|
High
|
loading... |
1.04 |
||
 |
|
Moderately High
|
loading... |
0.34 |
||
|
|
High
|
loading... |
0.95 |
||
|
|
Moderately High
|
loading... |
1.20 |
₹1,523 Cr
1.00 (90)
1,000
1
100
6
About Aditya Birla Sun Life Regular Savings Fund - Direct Plan
Aditya Birla Sun Life Regular Savings Fund - Direct Plan is a hybrid mutual fund scheme of Aditya Birla Sun Life Mutual Fund. Launched on January 01, 2013, it is currently managed by Mohit Sharma and Harshil Suvarnkar. The fund has an expense ratio of 0.93% with an overall AUM (Assets Under Management) of ₹1,523 Cr.
Aditya Birla Sun Life Regular Savings Fund - Direct Plan invests 75-90 per cent of its assets in bonds and the remaining 10-25 per cent in equity stocks. The fund allows minimum lumpsum investment of ₹1,000 and minimum SIP of ₹100.
Investment Strategy
The scheme primarily seeks to generate regular income through a predominant exposure to debt and money market instruments. It also aims at capital growth through an equity exposure of maximum 25 per cent.
Suitability
Conservative Hybrid funds are suitable for investors:
Note:
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
3 min read•By Agnisheik Chatterji and Karan Jaiswal
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Aditya Birla Sun Life Regular Savings Fund - Direct Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Aditya Birla Sun Life Regular Savings Fund - Direct Plan can be bought from the Aditya Birla Sun Life Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Aditya Birla Sun Life Regular Savings Fund - Direct Plan, is ₹76.5793 as of 19-Mar-2026.
| Company | Percentage of Portfolio |
|---|---|
|
Cholamandalam Investment & Finance Company Ltd SR SD73 Debenture 8.92 02/12/2034 |
3.67
|
|
Housing & Urban Development Corporation Ltd SR D NCD 6.64 17/07/2028 |
3.26
|
|
JTPM Metal Traders Ltd Debenture 30/04/2030 |
2.95
|
|
GOI Sec 6.68 07/07/2040 |
2.85
|
|
Adani Power Ltd SR II Debenture 8.20 25/01/2029 |
2.29
|
Over the past five years, Aditya Birla Sun Life Regular Savings Fund - Direct Plan has delivered an annualised return of 9.23% as of 19-Mar-2026.
The minimum investment required to start investing in Aditya Birla Sun Life Regular Savings Fund - Direct Plan is ₹1,000 for the lump sum option and ₹100 for the SIP (Systematic Investment Plan) option.
New Process Alert 
Seems like you've uploaded a wrong QR code. Please upload the QR code downloaded from MF Central platform.