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Who Should Invest in Aditya Birla Sun Life Dynamic Bond Fund

The primary objective of investment of the scheme is to generate optimal returns with high liquidity through active portfolio management through investment in high-quality debt and money market instruments.

  • Investment in high-quality corporate bonds and government securities
  • Dynamic tracking of interest rate

Aditya Birla Sun Life Dynamic Bond Fund Growth- Fund Details

  • Category: Debt: Dynamic Bond
  • Launch Date: 27-09-2004
  • Asset Class: Fixed Interest
  • Expense Ratio: 1.4% as on (31-01-2020)
  • Risk- Low Risk
  • Status: Open-Ended Schemes
  • Minimum Top-up: 1000.0
  • Minimum Investment: Rs 5,000
  • Min SIP Investment: Rs 1,000.0
  • Total Assets: 2,536.4 Cr As on (31-01-2020)
  • Exit Load: For units above 15% of the investment, 0.5% will be charged for redemption within 90 days

From the date of allotment, in respect of each purchase / switch-in of units, up to 15 percent of the units can be redeemed / switched-out without any exit load. Any redemption exceeding this limit will be subject to the exit charge.

Aditya Birla Sun Life Dynamic Bond Fund is suitable for investors who are seeking

  • Income with the capital increase
  • Investment in an actively managed portfolio of debt and money market instruments including government securities
  • Investors who want to invest for the long term but prefer lower-risk assets than equity funds.

Aditya Birla Sun Life Midcap Fund Management

Jayesh Gandhi is the fund manager of Aditya Birla Sun Life Midcap Fund. He has nearly 18 years of experience in Indian equities through equity, fixed income, and gold from market-cap groups, large-cap, mid-cap, and multi-asset funds.

Jayesh has been a member of ABSLAMC for over seven years, first as a fund manager between 2004 and 2007 and later in 2014. His previous work experience includes Morgan Stanley Investment Management Private Limited, where he was Executive Director and Lead Portfolio Manager Multicap / Midcap Strategies in India, and co-manager of Multi-Asset Strategies.

Jayesh is an ICAI Chartered Accountant, Chartered Financial Analyst from CFA Institute, USA, and Master in International Management from Thunderbird School of Global Management, USA. Jayesh also serves as an active volunteer for CFA Society India and has served as the President of the Society for five years, 2013-18, forming a group of over 50 volunteers across India.

Who Should Invest in Aditya Birla Sun Life Dynamic Bond Fund

Aditya Birla Sun Life Dynamic Bond Fund-Growth is one of the low-risk debt-fund schemes of Aditya Birla Sun Life Mutual Fund. The scheme was launched on 27 September 2004 and had a Net Asset Value (NAV) of Rs 31.95. The minimum investment required for the scheme is Rs 5,000, with a SIP investment of Rs 1,000.0. An investor can invest based on your investment goals.

Fund management

Maneesh has been with Aditya Birla Sun Life AMC for the past decade. He manages funds such as ABSL Corporate Bond Fund, ABSL Banking and PSU Debt Fund, ABSL Credit Risk Fund, ABSL Medium Term Plan, ABSL Short Term Fund, and ABSL Dynamic Bond Fund.

Maneesh Dangi made a fixed income investment in Aditya Birla Sun Life AMC Limited as a co-chief investment director. With nearly twenty years of rich finance and analytics experience, Maneesh led a team of twenty-two, consisting of fund managers and analysts managing over INR 1.6 lakh crore.

Pranay Sinha is a fund manager with Aditya Birla Sun Life AMC (ABSLAMC) Limited. Pranay has around 13 years of experience with over a decade of fund management and trading in Indian tariff markets. He also has experience in trading in currencies.

Pranay was working with Morgan Stanley Investment Management Private Limited, BNP Paribas Bank and ICICI Prudential Asset Management Company Limited before joining ABSLAMC in 2014.

Pranay has completed his MBA from IIM Kolkata and a BTech degree in Aerospace Engineering from IIT Kharagpur.

Note: If investors are in doubt as to whether the scheme is suitable for them, they should consult their financial advisors.