Aditya Birla Sun Life Income Fund - Growth - Regular Plan
(Erstwhile Aditya Birla Sun Life Income Plus - Growth - Regular Plan)
Fund House: Aditya Birla Sun Life Mutual Fund| Category: Debt: Medium to Long Duration |
| Launch Date: 05-10-1995 |
| Asset Class: Fixed Income |
| Benchmark: CRISIL Medium to Long Duration Debt A-III Index |
| TER: 1.16% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 2,208.51 Cr As on 28-02-2025(Source:AMFI) |
| Turn over: - | Exit Load: Nil |
123.6703
0.34 (0.2729%)
8.91%
Benchmark: 7.57%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
Nifty 4-8 yr G-Sec Index
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
5 Years 7 Months
13 Years 2 Months
16 Years 11 Months
25 Years 10 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks to generate consistent income through superior yields on its investment at relatively moderate levels of risk through a diversified investment approach.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 2.15 |
| Sharpe Ratio | -0.17 |
| Alpha | -0.3 |
| Beta | 1.13 |
| Yield to Maturity | 7.37 |
| Average Maturity | 15.76 |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Income Fund - Growth - Regular Plan | 05-10-1995 | 8.59 | 8.05 | 6.36 | 6.62 | 6.99 |
| ICICI Prudential Bond Fund - Growth | 05-08-2008 | 8.95 | 8.79 | 7.42 | 6.7 | 7.38 |
| LIC MF Medium to Long Duration Fund-Regular Plan-Growth | 19-06-1999 | 8.79 | 8.39 | 6.93 | 5.6 | 6.28 |
| HDFC Income Fund - Growth Option | 01-09-2000 | 8.56 | 8.2 | 6.26 | 5.41 | 6.01 |
| UTI Medium to Long Duration Fund- Regular Plan - Growth | 17-05-1998 | 8.43 | 7.92 | 9.24 | 8.85 | 5.6 |
| JM Medium to Long Duration Fund (Regular) - Growth Option | 01-04-1995 | 8.33 | 7.86 | 6.0 | 5.31 | 3.96 |
| Nippon India Income Fund - Growth Plan Growth Option | 01-01-1998 | 8.3 | 8.06 | 7.02 | 5.82 | 6.91 |
| SBI Magnum Income Fund-Regular Plan-Growth | 25-11-1998 | 8.16 | 8.04 | 6.82 | 6.53 | 7.48 |
| Kotak Bond Fund - Regular Plan Growth | 25-11-1999 | 8.03 | 7.95 | 6.34 | 6.04 | 6.61 |
| HSBC Medium to Long Duration Fund - Regular Growth | 10-12-2002 | 7.93 | 7.27 | 5.52 | 4.83 | 5.73 |
Scheme Characteristics
Investment in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 4 - 7 years.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
100.03%
