Fund Details
Aditya Birla Sun Life Income Fund Growth
| Risk | Moderate |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 1.07% |
| NAV | ₹98.02 (15 Jan 2021) |
|---|---|
| Fund Started | 21 Oct 1995 |
| Fund Size | ₹1,748 Cr |
Returns
Comparison
1. Age is more than 10 years
2. 1Y Returns are higher than the benchmark
3. 3Y Returns are higher than the benchmark
4. Exit load is zero
5. Age is more than 10 years
6. 1Y Returns are higher than the category average returns
7. 3Y Returns are higher than the category average returns
8. 5Y Returns are higher than the category average returns
9. 10Y Returns are higher than the category average returns
1. Risk is higher compared to the benchmark
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Axis Bank Ltd. | Financial | NCD | 5.1% |
| Uttar Pradesh State | Others | SDL | 4.5% |
| Indian Railway Finance Corpn. Ltd. | Financial | Debenture | 4.5% |
| Mangalore Refinery & Petrochemicals Ltd. | Energy | NCD | 4.1% |
| National Highways Authority of India Ltd. | Services | NCD | 3.8% |
| Housing & Urban Development Corpn. Ltd. | Financial | Debenture | 3.7% |
| Power Finance Corpn. Ltd. | Financial | NCD | 3.2% |
| Nuclear Power Corpn. Of India Ltd. | Energy | Debenture | 3.1% |
| Housing Development Finance Corpn. Ltd. | Financial | NCD | 2.9% |
| GOI | Sovereign | GOI Sec | 2.7% |
Fund Managers
Aditya Birla Sun Life Income Fund Growth Details
Aditya Birla Sun Life Income Fund Growth is a Debt Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 21 Oct 1995. Pranay Sinha, Ashish Kela is the Current Fund Manager of Aditya Birla Sun Life Income Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,748 Cr and the Latest NAV as of 15 Jan 2021 is ₹98.02.
The Aditya Birla Sun Life Income Fund 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.
