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 (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,303.58 Cr As on 30-04-2025(Source:AMFI)
Turn over: - | Exit Load: Nil

126.0834

8.92%

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:  

RETURNS ANALYSIS

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 objective of the scheme is to generate consistent income through superior yields on its investments at moderate levels of risk through a diversified investment approach. This income may be complemented by price changes of instruments in the portfolio.

Current Asset Allocation (%)

Indicators

Standard Deviation 2.15
Sharpe Ratio -0.17
Alpha -0.3
Beta 1.13
Yield to Maturity 6.88
Average Maturity 14.77

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 9.48 7.81 7.8 6.36 7.28
LIC MF Medium to Long Duration Fund-Regular Plan-Growth 19-06-1999 10.59 8.11 8.5 5.58 6.56
ICICI Prudential Bond Fund - Growth 05-08-2008 10.48 8.77 8.79 6.65 7.57
JM Medium to Long Duration Fund (Regular) - Growth Option 01-04-1995 9.98 7.97 7.81 5.3 4.3
UTI Medium to Long Duration Fund- Regular Plan - Growth 17-05-1998 9.65 7.67 7.79 8.51 5.86
HDFC Income Fund - Growth Option 01-09-2000 9.58 8.0 7.87 5.41 6.32
SBI Magnum Income Fund-Regular Plan-Growth 25-11-1998 9.23 7.79 8.05 6.46 7.75
Kotak Bond Fund - Regular Plan Growth 25-11-1999 9.2 7.95 7.85 5.77 6.94
HSBC Medium to Long Duration Fund - Regular Growth 10-12-2002 9.06 7.29 7.11 4.69 6.02
Nippon India Income Fund - Growth Plan Growth Option 01-01-1998 8.87 7.57 7.89 5.52 7.17

Scheme Characteristics

Investment in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 4 - 7 years.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.01%

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