Aditya Birla Sun Life Income Growth Direct Plan
SIP amount
Min. ₹1,000
Lumpsum amount
Min. ₹1,000

Aditya Birla Sun Life Income Growth Direct Plan

NAV
₹128.8191
-0.04%
(12 Nov)
AUM
2,181 Cr
TER
0.74%
Risk
Moderate Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+9.9%
+9.9%
+9.4%
+9.4%
+9.3%
+9.1%
3Y
+6.7%
+6.1%
+6.7%
+6.6%
+8.3%
+5.8%
5Y
+7.1%
+7.3%
+7.3%
+7.8%
+7.5%
+6.0%
ALL
+8.1%
+8.0%
+8.2%
+8.2%
+7.0%
+6.3%
VOL
3.7%
3.9%
3.3%
3.1%
4.9%
-
TER
0.7%
0.7%
0.6%
0.8%
1.3%
-
AUM
₹397 Cr
₹2,181 Cr
₹2,963 Cr
₹1,809 Cr
₹315 Cr
-
INFO
2.17
2.06
2.50
2.62
1.41
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
ABSL Income (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 15th Sep
Top holdings
7.34% Govt Stock 2064
15.0%
7.18% Govt Stock 2037
14.7%
7.3% Govt Stock 2053
8.0%
7.18% Govt Stock 2033
6.4%
7.36 RJ Sgs 2034
3.0%
LIC Housing Finance Ltd - NCD & Bonds - NCD & Bonds
3.0%
Small Industries Development Bank Of India - NCD & Bonds - NCD & Bonds
2.9%
Clearing Corporation Of India Limited
2.7%
Net Receivables / (Payables)
2.7%
7.25% Govt Stock 2063
2.6%
Top industry exposure
Real Estate
0.3%
Other information
Minimum SIP
₹1,000
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
-
Lock-in period
-
Exit load
No exit load
Fund 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.
Fund manager(s)
Bhupesh Bameta
Dhaval Joshi

FAQs