Aditya Birla Sun Life Income Fund - Discipline Advantage Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 7.38 | 5.3 | 7.01 | 6.79 |
Average Rolling Returns(%) | 8.37 | 7.93 | 8.02 | 8.19 |
The Current NAV of Aditya Birla Sun Life Income Fund - Discipline Advantage Plan is ₹28.62.
It is better to invest in a fund with a longer track record as Aditya Birla Sun Life Income Fund - Discipline Advantage Plan cannot be assessed for consistency of out-performance. However, funds returns unlikely to be different than its benchmark , as the Funds portfolio is similar to its benchmark.
Aditya Birla Sun Life Income Fund - Discipline Advantage Plan fund’s expense ratio is 1.69%
The process for redemption is
The AUM of Aditya Birla Sun Life Income Fund - Discipline Advantage Plan is currently ₹1,793 Crores.
The Top three stocks are , and and account for 0% of its portfolio. Top 5 and 10 stocks of fund account for 0% and 0% of fund’s portfolio respectively.
Top three sectors of Aditya Birla Sun Life Income Fund - Discipline Advantage Plan fund are Others, Miscellaneous and accounting for 100% of the total portfolio.
Since this is a Debt - Medium to Long Duration Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Aditya Birla Sun Life Income Fund - Discipline Advantage Plan Fund is Debt - Medium to Long Duration Fund.
Bhupesh Bameta manages the Aditya Birla Sun Life Income Fund - Discipline Advantage Plan Fund.
Aditya Birla Sun Life Income Fund - Discipline Advantage Plan current PE ratio is 0.00 and PB ratio is 0.00
The asset allocation of Aditya Birla Sun Life Income Fund - Discipline Advantage Plan is Stocks : 0%, Debt : 100.01% and Gold : 0.25%
The minimum SIP amount for Aditya Birla Sun Life Income Fund - Discipline Advantage Plan is ₹1000.00 and minimum lumpsum is ₹1000.00
The exit load for Aditya Birla Sun Life Income Fund - Discipline Advantage Plan is Nil