Home>Mutual Funds>Aditya Birla Sun Life Mutual Fund>Aditya Birla Sun Life Income Fund Direct Growth
shareSHARE

Aditya Birla Sun Life Income Fund Direct Growth0.00%

12.48%
1 Year Return
Debt
Medium to Long Duration
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Income Fund Direct Growth

RiskModerate
Min SIP Amount₹1000
Expense Ratio0.60%
NAV₹103.58 (25 Jan 2021)
Fund Started01 Jan 2013
Fund Size1,748 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
12.5%
9.8%
9.7%
9.0%
Category Average
9.6%
7.4%
7.6%
-
Rank Within Category
2
5
3
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount1,000
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 12.5% returns per annum

Comparison

Data not available
Pros
1. Lower expense ratio - 0.42%
2. Exit load is zero
3. 1Y Returns are higher than the category average returns
4. 3Y Returns are higher than the category average returns
5. 5Y Returns are higher than the category average returns
Cons
Found nothing so far.

Top Holdings

NameSectorInstrument% Assets
Axis Bank Ltd.FinancialNCD4.9%
Uttar Pradesh StateOthersSDL4.3%
Indian Railway Finance Corpn. Ltd.FinancialDebenture4.3%
Mangalore Refinery & Petrochemicals Ltd.EnergyNCD3.9%
National Highways Authority of India Ltd.ServicesNCD3.6%
Housing & Urban Development Corpn. Ltd.FinancialDebenture3.5%
GOISovereignGOI Sec3.4%
Power Finance Corpn. Ltd.FinancialNCD3.1%
Nuclear Power Corpn. Of India Ltd.EnergyDebenture3.0%
Housing Development Finance Corpn. Ltd.FinancialNCD2.8%
See All

Fund Managers

Pranay Sinha
keyboard_arrow_down

Aditya Birla Sun Life Income Fund Direct Growth Details

Aditya Birla Sun Life Income Fund Direct Growth is a Debt Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Pranay Sinha, Ashish Kela is the Current Fund Manager of Aditya Birla Sun Life Income Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,748 Cr and the Latest NAV as of 25 Jan 2021 is ₹103.58.

The Aditya Birla Sun Life Income Fund Direct Growth is rated Moderate risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 1000.

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.

Tax Implications

Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Scheme Information Document(SID)

₹1000
Min for First Investment
₹1000
Min for Second Investment
Nil
Exit Load

Compare Funds

Aditya Birla Sun Life Income Fund Direct Growth
VS
search

About Aditya Birla Sun Life Mutual Fund

Address
One India Bulls Centre ,Tower 1, 17th Flr, Jupiter Mill Compound,841,S.B. Marg,Elphinstone Road Mumbai 400 013
Phone
022 43568000
Launch Date
23 Dec 1994
Aditya Birla Sun Life Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Similar Funds