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 (30-06-2025)
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

126.1617

8.89%

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 6.93
Average Maturity 15.06

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 8.34 7.6 7.51 5.68 7.25
ICICI Prudential Bond Fund - Growth 05-08-2008 9.79 8.63 8.44 6.09 7.53
LIC MF Medium to Long Duration Fund-Regular Plan-Growth 19-06-1999 9.45 8.0 8.18 5.17 6.49
JM Medium to Long Duration Fund (Regular) - Growth Option 01-04-1995 9.42 8.03 7.62 4.75 4.34
UTI Medium to Long Duration Fund- Regular Plan - Growth 17-05-1998 8.72 7.56 7.61 8.05 5.81
HDFC Income Fund - Growth Option 01-09-2000 8.66 7.96 7.69 5.04 6.28
SBI Magnum Income Fund-Regular Plan-Growth 25-11-1998 8.44 7.74 7.86 6.01 7.72
Kotak Bond Fund - Regular Plan Growth 25-11-1999 8.22 7.76 7.62 5.38 6.89
HSBC Medium to Long Duration Fund - Regular Growth 10-12-2002 8.03 7.13 6.79 4.35 5.96
Nippon India Medium to Long Duration Fund - Growth Plan Growth Option 01-01-1998 7.94 7.44 7.88 5.13 7.13

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

99.97%

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