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 (30-12-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 2,185.06 Cr As on 31-12-2024(Source:AMFI) |
| Turn over: - | Exit Load: Nil |
120.8176
0.15 (0.1271%)
8.89%
Benchmark: 7.51%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
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vs
Nifty 4-8 yr G-Sec Index
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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 | 7.33 |
| Average Maturity | 15.25 |
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 | 8.2 | 7.36 | 5.88 | 6.74 | 6.84 |
| LIC MF Medium to Long Duration Fund-Regular Plan-Growth | 19-06-1999 | 9.11 | 7.75 | 6.27 | 5.69 | 6.14 |
| HDFC Income Fund - Growth Option | 01-09-2000 | 8.72 | 7.48 | 5.53 | 5.44 | 5.83 |
| ICICI Prudential Bond Fund - Growth | 05-08-2008 | 8.53 | 8.11 | 6.7 | 6.69 | 7.23 |
| UTI Medium to Long Duration Fund- Regular Plan - Growth | 17-05-1998 | 8.28 | 7.32 | 8.39 | 7.93 | 5.45 |
| Kotak Bond Fund - Regular Plan Growth | 25-11-1999 | 8.12 | 7.46 | 5.74 | 6.28 | 6.43 |
| Nippon India Income Fund - Growth Plan Growth Option | 01-01-1998 | 8.02 | 7.43 | 6.18 | 6.04 | 6.68 |
| SBI Magnum Income Fund-Regular Plan-Growth | 25-11-1998 | 7.98 | 7.52 | 6.23 | 6.64 | 7.3 |
| JM Medium to Long Duration Fund (Regular) - Growth Option | 01-04-1995 | 7.91 | 7.24 | 5.26 | 5.4 | 3.78 |
| HSBC Medium to Long Duration Fund - Regular Growth | 10-12-2002 | 7.43 | 6.53 | 4.75 | 4.89 | 5.57 |
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%
Scheme Documents
There are no scheme documents available
