Aditya Birla SL Interval Income-Qrtly-Sr.I-Dir Growth

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Min SIP
5,000
Min Lumpsum
- %
Expense Ratio
Rating
155
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 29 September 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 7.2% 5% 5.3% 6.6%
Category Average 18.2% 21.6% 13.9% -

Scheme Allocation

By Holding
By Sector
By Asset
REC Ltd
10.68%
S I D B I
10.5%
TV18 Broadcast
10.5%
Bank of Maha
9.45%
Godrej Propert.
9.44%
Others
49.43%
View all Holdings
Holdings Sector Instrument Asset
REC Ltd - - 10.68%
S I D B I - - 10.5%
TV18 Broadcast - - 10.5%
Bank of Maha - - 9.45%
Godrej Propert. - - 9.44%
ICICI Securities - - 9.44%
Tata Housing - - 9.44%
Vedanta - - 9.43%
Piramal Enterp. - - 9.43%
Bank of Baroda - - 5.26%
Netwrk.18 Media - - 5.25%
Net CA & Others - - 0.66%
C C I - - 0.52%
Others
100%
View all Sectors
Sectors Asset
Commercial Paper
59.6%
Certificate of Deposit
30.77%
Corporate Debentures
8.99%
Net Curr Ass/Net Receivables
0.56%
Reverse Repos
0.08%
Others
0%

Advance Ratio

5.02
Alpha
0.2
SD
-0.01
Beta
7.15
Sharpe

Exit Load

Exit Load N/A

Fund Objective

To generate regular income through investments in debt and money market instruments. The scheme would aim to derive regular income through investments in a portfolio of fixed income securities normally maturing in line with the time profile of the respective plans.

Fund Managers

Mohit Sharma - Investment Team - Senior Fund Manager

Mohit Sharma is a Senior Fund Manager at Aditya Birla Sun Life Mutual Fund (ABSLAMC) with over 15 years of experience. Mohit has been part of ABSLAMC for the past 5 years. His previous experience includes Standard Chartered Bank, ICICI Bank, Irevna Limited (a subsidiary of CRISIL), and entrepreneurial experience. Mohit completed business administration at IIM Calcutta (2005) and engineering research at IIT Madras (2003).

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Address:
One World Centre,Tower 1,17th Flr, Jupiter Mills,senapati Bapat Marg,Elphinstone Road, Mumbai 400013
Contact:
43568000
Email ID:
care.mutualfunds@adityabirlacapital.com

Frequently Asked Questions

How to invest in Aditya Birla SL Interval Income-Qrtly-Sr.I-Dir Growth ?

You can invest in Aditya Birla SL Interval Income-Qrtly-Sr.I-Dir Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Aditya Birla SL Interval Income-Qrtly-Sr.I-Dir Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Aditya Birla SL Interval Income-Qrtly-Sr.I-Dir Growth ?

The NAV of Aditya Birla SL Interval Income-Qrtly-Sr.I-Dir Growth is ₹30.2 as of 29 September 2023.

What is the AUM of Aditya Birla SL Interval Income-Qrtly-Sr.I-Dir Growth?

The AUM of Aditya Birla SL Interval Income-Qrtly-Sr.I-Dir Growth is ₹2,97,662 Cr as of 29 September 2023

How can I redeem my investments in Aditya Birla SL Interval Income-Qrtly-Sr.I-Dir Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Aditya Birla SL Interval Income-Qrtly-Sr.I-Dir Growth in Scheme, enter the redemption amount, and click on submit button.

How much returns have Aditya Birla SL Interval Income-Qrtly-Sr.I-Dir Growth generated ?

The Aditya Birla SL Interval Income-Qrtly-Sr.I-Dir Growth has delivered 6.6% since inception

How to redeem Aditya Birla SL Interval Income-Qrtly-Sr.I-Dir Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What are the top stock holdings of Aditya Birla SL Interval Income-Qrtly-Sr.I-Dir Growth?

The top stock holdings of Aditya Birla SL Interval Income-Qrtly-Sr.I-Dir Growth are
  1. REC Ltd - 10.68%
  2. S I D B I - 10.5%
  3. TV18 Broadcast - 10.5%
  4. Bank of Maha - 9.45%
  5. Godrej Propert. - 9.44%

Can I make investments in both the SIP and Lump Sum schemes of Aditya Birla SL Interval Income-Qrtly-Sr.I-Dir Growth?

Yes, You can select both SIP or Lumpsum investment of Aditya Birla SL Interval Income-Qrtly-Sr.I-Dir Growth based on your investment objective and risk tolerance.
Invest Now