Moneycontrol
SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > Debt Short Term > Aditya Birla Sun Life Mutual Fund > Aditya Birla Sun Life Dynamic Bond Fund (Discipline Advantage Plan)

Aditya Birla Sun Life Dynamic Bond Fund (Discipline Advantage Plan)

PLAN: Retail Plan OPTIONS: Discipline Advantage Plan
20.932 0.01 (0.04%)

NAV as on 23 Oct, 2017

CRISIL MF RANK

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
OR
Add to Watchist
Have you invested in these stocks? You can track them better in your Portfolio
ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Debt Short Term category by Crisil (for quarter ended Jun 2017) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

View Historic Graph From     To     

Returns (NAV as on 23 Oct, 2017)

Period Returns (%) Rank #
1 mth - -
3 mth -0.3 -
6 mth 4.8 -
1 year 4.7 -
2 year 8.5 -
3 year 10.1 -
5 year 9.6 -

# Moneycontrol Rank within 146 Debt Short Term Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 -1.7 3.8 1.1 - -
2016 2.9 2.9 5.8 0.9 13.9
2015 2.8 0.5 3.8 -0.1 7.5
2014 2.4 3.5 1.5 6.5 14.8
2013 2.1 3.2 -1.7 2.5 6.6
2012 2.2 2.5 2.9 2.0 10.3

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (Debt Short Term)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -- -0.3 4.8 4.7 8.5 10.1 9.6
Category avg 0.5 1.4 3.8 7.3 8.1 8.2 6.9
Difference of Fund returns and Category returns -- -1.7 1.0 -2.6 0.4 1.9 2.7
Best of category 1.6 4.5 8.0 17.8 11.2 10.8 10.0
Worst of category 0.1 -0.3 2.8 4.7 6.2 1.5 2.8
Aditya Birla Sun Life Dynamic Bond Fund (Discipline Advantage Plan) Review by Crisil - Rating: 3 (Rank 3 out of 5)

Investment Info

Investment Objective

An Open-ended income scheme with the objective to generate optimal returns with high liquidity through active management of the portfolio by investing in high quality debt and money market instruments.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Apr 08, 2009
Benchmark CRISIL Composite Bond Fund
Asset Size (Rs cr) 0.03 (Sep-30-2017)
Minimum Investment Rs.5000
Last Dividend N.A.
Bonus N.A.
Fund Manager Maneesh Dangi / Pranay Sinha
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 0.50%
Load Comments Exit Load 0.50% of applicable NAV, for redemption/switch-out of units within 90 days from the date of allotment

Contact Details

Regd. Office Ahura Centre, Mahakali Caves Road, MIDC, Andheri (E), Mumbai, 400093
Tel. No. 022 4356 8000
Fax No. 022 43568110/ 8111
Email connect@birlasunlife.com
Website http://www.mutualfund.birlasunlife.com

Peer Comparison

Debt Short Term Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Reliance Short Term - Direct (G) Rank 4
10,553.39 1.5 4.2 7.6 9.3 --
ABSL Short Term - Direct (G) Rank 3
15,550.77 1.5 4.1 7.7 9.3 --
HDFC Medium Term Opport. - DP (G) Rank 2
8,203.74 1.6 4.4 7.8 9.3 --
ABSL Dynamic Bond -RP (G) Rank 3
8,432.52 -0.3 4.8 4.7 10.1 9.6
Reliance Floating Rate -Direct (G) Rank 3
8,061.66 1.7 4.4 7.7 9.1 --
* Returns over 1 year are Annualised More »

Portfolio

Sector Allocation (Sep 29, 17)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Sep 29, 17)

Equity 0.00
Others 0.00
Debt 94.74
Mutual Funds 0.00
Money Market 0.00
Cash / Call 5.22

View All

Concentration

Holdings (%)
Top 5 66.29
Top 10 77.69
Sector (%)
Top 3 N.A.

News & Videos

News

Messages & Community

Sections
Follow us on
Available On