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: 2,316.73 Cr As on 30-05-2025(Source:AMFI) |
| Turn over: - | Exit Load: Nil |
125.3611
-0.06 (-0.0505%)
8.89%
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 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 | 8.15 | 7.42 | 7.49 | 5.96 | 7.21 |
| LIC MF Medium to Long Duration Fund-Regular Plan-Growth | 19-06-1999 | 9.73 | 8.0 | 8.2 | 5.41 | 6.51 |
| ICICI Prudential Bond Fund - Growth | 05-08-2008 | 9.59 | 8.45 | 8.48 | 6.3 | 7.51 |
| JM Medium to Long Duration Fund (Regular) - Growth Option | 01-04-1995 | 9.49 | 7.91 | 7.62 | 5.28 | 4.33 |
| UTI Medium to Long Duration Fund- Regular Plan - Growth | 17-05-1998 | 8.69 | 7.47 | 7.61 | 8.23 | 5.8 |
| HDFC Income Fund - Growth Option | 01-09-2000 | 8.62 | 7.85 | 7.68 | 5.25 | 6.28 |
| SBI Magnum Income Fund-Regular Plan-Growth | 25-11-1998 | 8.35 | 7.64 | 7.82 | 6.21 | 7.74 |
| Kotak Bond Fund - Regular Plan Growth | 25-11-1999 | 8.1 | 7.64 | 7.66 | 5.53 | 6.89 |
| HSBC Medium to Long Duration Fund - Regular Growth | 10-12-2002 | 7.99 | 6.96 | 6.76 | 4.49 | 5.96 |
| Nippon India Income Fund - Growth Plan Growth Option | 01-01-1998 | 7.73 | 7.26 | 7.84 | 5.23 | 7.11 |
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
100.1%
