Aditya Birla Sun Life Income Fund-Dividend+0.07%

3Groww
13.83%
1 Year Return
Debt
Medium to Long Duration
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Income Fund-Dividend

RiskModerate
Min SIP Amount₹1000
Expense Ratio1.59%
NAV12.0 (19 Jul 2019)
Fund Started28 Jan 2015
Fund Size960 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Aditya Birla Sun Life Income Fund-Dividend
13.8%
7.8%
8.9%
9.5%
Category Average
8.3%
6.7%
7.6%
-
Rank within category
4
6
6
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 13.8% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. 1Y Returns are higher than the benchmark
    3. 3Y Returns are higher than the benchmark
    4. 5Y Returns are higher than the benchmark
    5. Exit load is zero
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Risk is higher compared to the benchmark
    3. Higher expense ratio

    Top Holdings

    NameSectorInstrument% Assets
    GOISovereignGOI Sec8.1%
    GOISovereignGOI Sec7.1%
    EnergyDebenture6.5%
    Housing & Urban Development Corpn. Ltd.FinancialDebenture5.5%
    Indian Railway Finance Corpn. Ltd.FinancialDebenture5.4%
    Haryana StateOthersSDL5.4%
    National Bank For Agriculture & Rural DevelopmentFinancialDebenture4.5%
    FinancialNCD4.3%
    State Bank of IndiaFinancialDebenture3.8%
    Karnataka StateOthersSDL3.3%
    See All

    Fund Managers

    addPranay Sinha
    Education
    Mr. Sinha has done B.Tech in Aerospace Engg. from IIT Kharagpur and PGDM with Major in Finance from IIM Calcutta.
    Experience
    Prior to joining BSLAMC , he has worked with BNP Paribas Bank (October 2010 - August,2014) , Morgan Stanley Investment Management Pvt. Ltd. (March 2008 - October 2010) and ICICI Prudential Asset Management Co. Ltd. ( October 2005 - March 2008).
    Funds Managed

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    Aditya Birla Sun Life Income Fund-Dividend
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    About Aditya Birla Sun Life Mutual Fund

    Birla Sun Life Mutual Fund started their mutual fund on 23/12/1994 and its managing total assets of ₹2,24,938 Cr. Its ranked at 4 as per total assets at end of 30th Sep 2017.

    Aditya Birla Sun Life Mutual Funds is one of the best and biggest asset management companies in India. It has a strong presence across the financial industry and has more than 16,000 employees working under it.

    They have four main visions that they aspire to achieve. The first being a leader in the mutual fund industry, rather than just being another competitor. The second is to be a role model by being the best in whatever they do. The third is to be a broad-based player to meet all the needs of their customers and the last is to become an integrated player to garner a competitive edge in the market.

    Aditya Birla Sun Life Mutual Fund offers various mutual fund schemes across various categories and sub- categories. An investor can choose the particular fund he/she wants to invest in based on their financial goals.

    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
    22 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,
    Invest Now
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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