Rating : ★ ★ ★ ☆ ☆
Aditya Birla Sun Life Income Fund Regular Plan Quarterly Reinvestment Inc Dist cum Cap Wdrl
 ÂMedium to Long Duration Fund
Fund Type
Open Ended
Investment Plan
Dividend Reinvestment
Expense Ratio
1%
Asset Size
1793.14 Cr.
(As of 15 Sep, 2023)
Benchmark
CRISIL Medium to Long Duration Fd TR INR
Riskometer
Investors understand that their principal will be at Moderate Risk.
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
Bhupesh Bameta
Exit load
N / A
Minimum sip
₹0
Minimum investment
₹5000
Top Holdings
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
Company
Assets
7.26% Govt Stock 2033
14.56%
07.17 Goi 2030
9.39%
7.1% Govt Stock 2029
6.24%
7.38% Govt Stock 2027
4.38%
Sector Allocation
About the Scheme Type
Medium to Long Duration Funds are open ended schemes investing in debt and money market instruments such that the Macaulay Duration of the portfolio is between 4 – 7 years.
Ratings
This fund is rated 3 stars by Morning Star Ratings.
★ ★ ★ ☆ ☆
Overview of Aditya Birla Sun Life AMC Ltd
Aditya Birla Sun Life AMC Limited (formerly known as Birla Sun Life Asset Management Company Limited), the investment manager of Aditya Birla Sun Life Mutual Fund (formerly known as Birla Sun Life Mutual Fund), is a joint venture between the Aditya Birla Group and the Sun Life Financial Inc. of Canada.
The joint venture brings together the Aditya Birla Group's experience in the Indian market and Sun Life's global experience. Aditya Birla Sun Life Mutual Fund (ABSLMF) was established in 1994 and is co-sponsored by Aditya Birla Capital Limited (ABCL) and Sun Life (India) AMC Investments Inc. The Aditya Birla Sun Life Mutual Fund is one of the leading Fund Houses in India based on domestic average AUM as published by the Association of Mutual Funds of India (AMFI). The Aditya Birla Mutual Fund has total domestic assets under management (AUM) of close to Rs. 2423 billion (Quarter ended December 31st, 2018). The fund house has an extraordinary mix of reach, a wide range of product offerings across equity, debt, balanced as well as structured asset classes and sound investment performance, with around 6.8 million investor folios (as of December 31st, 2018).