Aditya Birla Sun Life - Individual Builder Fund | Insurance Fund Overview

NAV / 1-Day Return

Total Assets

2.2 Bil

Inception Date

Mar 22, 2001

Expense Ratio

—

Fee Level

—

Load

None

Growth of 10,000

Returns

Growth of 10K component includes four parts: Growth of 10K chart, Manager Change, Fund Flows, and Annual Return table.
	2015	2016	2017	2018	2019	2020	2021	2022	2023	2024	YTD
Investment	7.00	11.94	10.04	4.50	10.77	11.34	7.00	2.69	9.55	9.07	5.35
Category	5.16	10.74	9.53	3.78	7.82	12.03	8.62	2.47	10.23	7.99	N/A
Index	7.42	11.94	8.85	5.28	10.76	14.19	7.07	3.11	9.83	9.88	5.09
Quartile Rank	Quartile Rank is first	Quartile Rank is first	Quartile Rank is second	Quartile Rank is second	Quartile Rank is first	Quartile Rank is fourth	Quartile Rank is third	Quartile Rank is second	Quartile Rank is second	Quartile Rank is second	—
Percentile Rank	6	24	43	36	4	78	71	36	44	44	—
# of Invest. in Cat.	77	77	78	77	53	68	69	66	61	65	—
Category Name	IN013 India Insurance Conservative Allocation	IN013 India Insurance Conservative Allocation	IN013 India Insurance Conservative Allocation	IN013 India Insurance Conservative Allocation	IN013 India Insurance Conservative Allocation	IN013 India Insurance Conservative Allocation	IN013 India Insurance Conservative Allocation	IN013 India Insurance Conservative Allocation	IN013 India Insurance Conservative Allocation	IN013 India Insurance Conservative Allocation	IN013 India Insurance Conservative Allocation

Asset Class	Investment	Category	Index
Equity	19.19	25.51	–
Fixed Income	61.93	69.73	–
Preferred	0.00	0.00	–
Convertible	0.00	0.00	–
Cash	18.88	4.64	–
Other	0.00	0.40	–

Stock Style

People

Inception Date

Mar 22, 2001

Number of Managers

Longest Tenure

3.5 Years

Average Tenure

3.3 Years

Advisor(s)

Birla Sun Life Insurance Co. Ltd.

Management Team

Richa Sharma

Dec 01, 2021 –Present

Sujit Lodha

Apr 29, 2022 –Present

Manager Timeline

Male
Female
Non-Binary
Not Disclosed
Not Available

Morningstar Risk & Return

Risk vs. Category

Return vs. Category

Holdings

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