Aditya Birla Sun Life Government Securities Fund

Current Fund Size :

₹ 7.04 Lakh

₹86.42

NAV

8.6% p.a.

Overall Return

0.01%

1-Day Change

0.49%

Expense Ratio

₹ 1,991 Cr

AUM (Fund Size)

12+ yrs

Fund Age

Investment Policy

Benchmark

NIFTY All Duration G-Sec Index

Risk Level

Moderate Risk

Min. Investment

SIP: ₹1000 & Lumpsum: ₹1000

Exit Load

0%

Lock-in Period

Nil

Capital Gains Tax Rules (Equity)

STCG (Before 1 Year)

LTCG (After 1 Year)

Age of Fund

12 yrs 8 m since Jan 01, 2013

Current Value (Example)

₹ 7.04 Lakh

Returns Ratio

N/A

Holdings Lists

# Company Name Sector Instrument % of Assets
1 GOI Sovereign GOI Sec 38.91%
2 GOI Sovereign GOI Sec 5.53%
3 GOI Sovereign GOI Sec 1.39%
4 GOI Sovereign GOI Sec 0.77%
5 GOI Sovereign GOI Sec 0.11%
6 GOI Sovereign GOI Sec 0.03%

Peer Comparison: Returns & Risk Ratios

# Fund Name Annualized Returns Risk Ratios Other Details
1 Year 3 Year 5 Year Std. Deviation Beta Sharpe Ratio Sortino Ratio AUM Fund Age Expense Ratio
1 Aditya Birla Sun Life Government Securities Fund 3.58% 7.55% 6.04% 3.60 0.97 0.06 0.07 1,991 Cr 12 yrs 8 m 0.49%
2 SBI Magnum Gilt Fund 5.08% 8.07% 6.71% 3.02 0.81 0.37 0.50 11,322 Cr 12 yrs 8 m 0.46%
3 PGIM India Gilt Fund 4.97% 7.84% 6.27% 2.93 0.81 0.26 0.35 107 Cr 12 yrs 8 m 0.55%
4 Axis Gilt Fund 5.47% 7.92% 6.4% 2.97 0.80 0.28 0.42 613 Cr 12 yrs 8 m 0.42%
5 DSP Gilt Fund 4.82% 8.2% 6.54% 3.53 0.96 0.31 0.43 1,494 Cr 12 yrs 8 m 0.57%
6 ICICI Prudential Gilt Fund 7.74% 8.43% 7.09% 1.90 0.46 0.84 0.97 8,551 Cr 12 yrs 8 m 0.56%

Trailing Returns vs. Category Average

# Period Fund Return Category Average
1 1 Month 1.78% 1.59%
2 3 Months -0.31% -0.01%
3 6 Months -0.06% 1%
4 1 Year 3.58% 4.76%
5 2 Years 7.48% 7.82%
6 3 Years 7.55% 7.66%
7 4 Years 5.87% 6.16%
8 5 Years 6.04% 6.08%
9 7 Years 8.06% 7.91%
10 10 Years 8.02% 7.67%

Related Funds

# Fund Name AUM Return 1y Return 5y url
1 Aditya Birla Sun Life Credit Risk Fund 1,033 Cr 16.74% View Detail
2 Aditya Birla Sun Life Medium Term Fund 2,829 Cr 13.11% View Detail
3 Aditya Birla Sun Life CRISIL IBX Gilt -Apr 2029 Index Fund 600 Cr 8.52% View Detail
4 Aditya Birla Sun Life Long Duration Fund 154 Cr 5.14% View Detail
5 Aditya Birla Sun Life Dynamic Bond Fund 1,914 Cr 7.17% View Detail
6 Aditya Birla Sun Life Short Term Fund 10,648 Cr 8.43% View Detail

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