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Aditya Birla Sun Life Income Fund Regular Plan Growth INF209K01579

NAV / 1-Day Return
Total Assets
22.1 Bil
Inception Date
Oct 21, 1995
Expense Ratio
1.160%
Fee Level
Load
Multiple
Category
India Fund Medium to Long Duration
Credit Quality / Interest Rate Sensitivity
High/Extensive
Minimum Initial Investment
5,000
Status
Open
TTM Yield
0.00%
Turnover
634%

Morningstar’s Analysis

Growth of 10,000


Articles related to this fund


Asset Allocation

Asset Class Investment Category Index
Equity 0.00 0.00 0.00
Fixed Income 97.17 93.67 99.60
Preferred 0.00 0.00 0.00
Convertible 0.00 0.00 0.00
Cash 2.56 6.31 0.40
Other 0.27 0.03 0.00

Stock Style

People

Inception Date
Oct 21, 1995
Number of Managers
1
Longest Tenure
4.5 Years
Average Tenure
4.5 Years
Advisor(s)
Aditya Birla Sun Life AMC Ltd

Management Team

Aug 06, 2020 –Present

Manager Timeline

  • Male
  • Female
  • Non-Binary
  • Not Disclosed
  • Not Available

Morningstar Risk & Return

Risk vs. Category
Below Avg.
Return vs. Category
Average

Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
0 0
Bond Holding
59 0
Other Holding
5 0
Total Holding
64 0
Equity Holdings
0
Bond Holdings
59
Other Holdings
5
Total Holdings
64
% Assets in Top 10 Holdings
61
Reported Turnover %
633.98
As of 03 / 31 / 24
Women Directors %
Women Executives %
Holdings
% Portfolio Weight
First Bought
Market Value as of Jan 31, 2025
Cur Currency
Share Change %
1-Year Return
Forward P/E
Equity Star Rating
Economic Moat
ESG Risk Rating Assessment
Sector
0
17.28 Utilities
Holdings as of Jan 31, 2025 | The top 64 largest holdings are available for display across Equity, Bond and Other.


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