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: 1.09% As on (31-05-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,751.89 Cr As on 31-05-2026(Source:AMFI) |
| Turn over: - | Exit Load: Nil |
130.3288
0.17 (0.127%)
8.71%
Benchmark: 7.26%
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 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 | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | 7.74 |
| Average Maturity | 15.14 |
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 | 3.64 | 5.87 | 6.28 | 5.58 | 6.7 |
| ICICI Prudential Bond Fund - Growth | 05-08-2008 | 4.75 | 7.12 | 7.31 | 6.25 | 7.03 |
| FranklIn India Medium To Long Duration Fund - Growth | 24-09-2024 | 4.52 | - | - | - | - |
| SBI Medium To Long Duration Fund-Regular Plan-Growth | 25-11-1998 | 4.21 | 6.28 | 6.59 | 5.82 | 7.14 |
| Kotak Bond Fund - Regular Plan Growth | 25-11-1999 | 4.16 | 6.07 | 6.61 | 5.55 | 6.31 |
| HDFC Income Fund - Growth Option | 01-09-2000 | 4.03 | 6.27 | 6.74 | 5.25 | 5.67 |
| Nippon India Medium To Long Duration Fund - Growth Plan Growth Option | 01-01-1998 | 3.99 | 5.89 | 6.32 | 5.62 | 6.55 |
| LIC MF Medium To Long Duration Fund-Regular Plan-Growth | 19-06-1999 | 3.97 | 6.75 | 6.77 | 5.73 | 6.19 |
| HSBC Medium To Long Duration Fund - Regular Growth | 10-12-2002 | 3.81 | 5.87 | 6.08 | 4.82 | 5.5 |
| UTI Medium To Long Duration Fund- Regular Plan - Growth | 17-05-1998 | 3.43 | 6.06 | 6.27 | 8.38 | 5.31 |
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
100.0%
