Aditya Birla SL Income Fund (Displine Advant Plan)

Aditya Birla SL Income Fund (Displine Advant Plan)

AMC Name: Aditya Birla Sun Life Mutual Fund

Riskometer

Moderate

Investment Objective

Bench Mark S&P BSE Sensex
Fund Manager Pranay Sinha
Fund Horizon OPEN
Inception Date 18-Mar-2009
Scheme AUM(CR) ` 980.92
Minimum SIP/LUMPSUM ` 1000/ ` 1000
Increment SIP/LUMPSUM ` 0/ ` 0
SIP Dates ANY
Entry Load Nil
Exit Load Nil
Expense Ratio 1.59

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month -0.44% -4.10%
3 Month 5.14% -6.74%
6 Month 7.59% 1.68%
1 Year 12.75% -4.86%
3 Year 6.62% 9.23%
5 Year 8.72% 6.66%
Since Inception 7.67% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others