Aditya Birla SL Savings Fund - Regular (IDCW-W) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Aditya Birla SL Savings Fund - Regular (IDCW-W) (5174) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Aditya Birla SL Savings Fund - Regular (IDCW-W)
Aditya Birla Sun Life AMC Ltd
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Good Returns
Risk
Moderate Risk
Expenses
Low Expense Ratio
Portfolio Mix
Debt Focused
Management
Experienced Team
Quality Score
Average Quality
Aditya Birla SL Savings Fund - Regular (IDCW-W) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
Alpha Generation
Outperformance vs benchmark
Management Stability
Fund manager experience
1-Year Returns
Recent performance momentum
Cost Efficiency
Fund management costs
Risk Assessment
Risk-adjusted returns
Fund Size
Assets under management
Long-term Track Record
Historical performance consistency
Equity Exposure
Market exposure level
Investment Timing Insights
See how your money can grow and compare with popular investment options
Your Investment
Compare With Popular Options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Industry | % Assets |
|---|---|---|
| N A B A R D | Debt Others | 4.83% |
| GSEC2025 | Govt. Securities | 4.21% |
| Axis Bank Ltd | Banks - Private Sector | 4.10% |
| Bharti Telecom | Debt Others | 3.99% |
| Muthoot Finance Ltd | Finance - Large | 3.82% |
| Canara Bank | Banks - Public Sector | 3.76% |
| Shriram Finance Ltd | Finance - Large | 2.95% |
| REC Ltd | Finance - Term-Lending Institutions | 2.72% |
| Mankind Pharma Ltd | Pharmaceuticals - Indian - Bulk Drugs & Formln Lrg | 2.41% |
| Bharat Heavy Electricals Ltd | Electric Equipment - General - Large | 2.38% |
Compare against Ultra Short Duration Fund category average
Performance Summary
This comparison shows how the fund performs relative to the Ultra Short Duration Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Ultra Short Duration Fund category
Aditya Birla SL Savings Fund - Regular (IDCW-W) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| SBI Magnum Ultra Short Duration Fund-Dir (G) | ₹6197.35 | 3.84% | 7.56% | 7.30% |
| SBI Magnum Ultra Short Duration Fund - (G) | ₹6086.46 | 3.74% | 7.34% | 7.07% |
| UTI-Ultra Short Duration Fund - Direct (G) | ₹4636.36 | 3.90% | 7.76% | 7.42% |
| Nippon India Ultra Short Duration Fund - Direct (G) | ₹4532.72 | 4.05% | 7.96% | 7.66% |
| UTI-Ultra Short Duration Fund (G) | ₹4313.80 | 3.59% | 7.11% | 6.82% |
| Canara Robeco Ultra Short Term Fund - Dir (G) | ₹4116.83 | 3.84% | 7.52% | 7.09% |
| Nippon India Ultra Short Duration Fund (G) | ₹4101.59 | 3.66% | 7.18% | 6.85% |
| Canara Robeco Ultra Short Term Fund (G) | ₹3863.93 | 3.55% | 6.90% | 6.51% |
| DSP Ultra Short Fund - Direct (G) | ₹3774.90 | 4.00% | 7.86% | 7.50% |
| DSP Ultra Short Fund (G) | ₹3464.58 | 3.62% | 7.09% | 6.72% |
Category Average Returns
Kaustubh Gupta
A seasoned investment professional with over 19 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.