Home Mf Research Aditya Birla Sun Life Resurgent India Fund Series1 Growth Regular

Aditya Birla Sun Life Resurgent India Fund Series1 - Growth. REGULAR

-
-
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • SI
Fund info
NAV (as on 2020-03-11)
10.68 0.09%
AUM (Fund Size)
N/A
Expense Ratio
N/A
Exit load
N/A
Risk
N/A
AMC
Aditya Birla Sun Life Mutual Fund
View AMC Details

SIP Returns

Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2020-03-04 ₹1,000.00 ₹985.24
-1.48 %
Two Week 2020-02-25 ₹1,000.00 ₹935.20
-6.48 %
One Month 2020-02-10 ₹1,000.00 ₹916.74
-8.33 %
Three Months 2019-12-12 ₹3,000.00 ₹2,798.29
-6.72 %
Six Months 2019-09-13 ₹6,000.00 ₹5,805.61
-3.24 %
One Year 2019-03-12 ₹12,000.00 ₹11,850.73
-1.24 %
Three Year 2017-03-14 ₹36,000.00 ₹34,233.94
-4.91 %
Since Inception 2016-09-14 ₹43,000.00 ₹41,852.68
-2.67 %

Return Calculator

SIP Amount
1M
6M
1Y
3Y
5Y
Investment
₹0
Maturity Value
₹0
Abs. Returns
0
Current CAGR
0

Portfolio

Allocation of Equity and Debt Asset Classes.

Equity N/A
Debt N/A
Others N/A

Sectors Holding in Aditya Birla Sun Life Resurgent India Fund Series1 - Growth. REGULAR

No Sectors Holding data available for this scheme.

Companies Holding in Aditya Birla Sun Life Resurgent India Fund Series1 - Growth. REGULAR

No Companies Holding data available for this scheme.

Risk Ratios

Std. Deviation N/A
Beta N/A
Sharpe Ratio N/A
Lock In Period N/A
Residual Maturity N/A

Standard Deviation:

Standard deviation numbers measure the variability or volatility of a fund's returns over a specific time period (often 3 years).
  • Low standard deviation = Stable, predictable returns → Suitable for conservative investors seeking stability.
  • High standard deviation = High volatility, more risk → Be cautious, suitable for risk-tolerant investors who can handle fluctuations.

Beta:

Beta measures a fund's volatility about the market or a benchmark. A lower beta means the fund's performance is less sensitive to market movements, making it more predictable compared to the market.
  • Low beta = Less sensitive to market changes → Great for investors with less market exposure.
  • High beta = More sensitive to market changes → Better for aggressive investors who seek higher returns but can handle market risks.

Sharpe Ratio:

The Sharpe Ratio measures how much return a fund has made compared to the risk it carries. A higher Sharpe ratio indicates better returns relative to the risk taken, meaning the fund delivers more efficiently.
  • A higher Sharpe ratio indicates better risk-adjusted returns → Look for funds with higher ratios for better return efficiency.
  • Use it to compare different funds' efficiency in generating returns relative to the risk taken.

Lock-In Period:

India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.

Lock-in times for various investment types

  • Most ELSS mutual fund holders hold for 3 years.
  • Tax savings FDs lock in for 5 years.
  • The lock-in period for 8% Government of India bond investment is 6 years.
  • ULIPs must be locked in for 5 years.
  • The average hedge fund holding period is 30-90 days.
  • The average PPF investor holds onto their money for 15 years.

Residual Maturity:

Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.

There are two different types of residual maturity.

  • Short-term residual maturity: This occurs when a security has less than a year left on its maturity.
  • Long-term residual maturity: This occurs when a security has more than a year left on its remaining maturity.

Scheme Details

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio Regular
N/A
Expense Ratio Direct
N/A
Lock-in Period
N/A
Fund Age
N/A
Benchmark
N/A

FAQs

Is a Mutual Fund with a Lower NAV Better?
What Are the Charges in Mutual Fund Investments?
What Are the Tax Benefits of Mutual Funds?
Is It a Good Time to Invest in Mutual Funds?
What Is the Difference Between Dividend and Growth Plans?
Should I Invest in Infrastructure Funds?
What Are Sector-Specific Funds/Schemes?
What Happens If I Miss an SIP Payment?
How Can I Compare Different Mutual Funds?