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Aditya Birla Sun Life Monthly Income Growth-0.02%

5.46%
1 Year Return
Hybrid
Conservative
3.0star
6M
1Y
3Y
5Y

Fund Details

Aditya Birla Sun Life Monthly Income Growth

RiskModerate
Min SIP AmountNot Supported
Expense Ratio1.15%
NAV₹66.81 (01 Jun 2018)
Fund Started14 Jul 1999
Fund Size260 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
5.5%
7.7%
9.0%
9.0%
Category Average
15.7%
5.9%
7.4%
-
Rank Within Category
-
-
-
-
*All returns are annualized.
SIP
Minimum SIP amount1,000
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 5.5% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
4. 10Y Returns are higher than the category average returns
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. 1Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Punjab StateOthersSDL33.5%
Punjab StateOthersSDL17.7%
ONGC Petro Additions Ltd.EnergySO9.8%
SP Imperial Star Pvt. Ltd.ServicesDebenture7.0%
Sterlite Power Grid Ventures Ltd.EngineeringDebenture3.9%
IRB InvIT FundConstructionEquity1.0%
Power Finance Corpn. Ltd.FinancialBonds0.3%
Magnasound India LtdServicesEquity0.0%

Fund Managers

Aditya Birla Sun Life Monthly Income Growth Details

Aditya Birla Sun Life Monthly Income Growth is a Hybrid Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 14 Jul 1999. Sunaina da Cunha is the Current Fund Manager of Aditya Birla Sun Life Monthly Income Growth fund.The fund currently has an Asset Under Management(AUM) of ₹260 Cr and the Latest NAV as of 01 Jun 2018 is ₹66.81.

The Aditya Birla Sun Life Monthly Income Growth is rated Moderate risk. Minimum SIP Investment is set to 1000. Exit load of 1% if redeemed within 180 days.

Investment Objective

The fund seeks to generate regular income and long term capital growth through fixed income securities, money market instruments, cash and cash equivalents and a small exposure to the equity market.

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)

Not Supported
Min for First Investment
Not Supported
Min for Second Investment
Exit load of 1% if redeemed within 180 days.
Exit Load

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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
NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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