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Aditya Birla Sun Life Income Fund - Growth - Direct Plan
★★★★★ monitor_heart Health Score: 58/100 · AverageAditya Birla Sun Life Mutual Fund · Debt · Medium to Long Duration Fund
₹140.52
AUM: ₹1,074 Cr
NAV updated about 2 months ago
Plan
Direct
Option
Growth
Risk
Moderate to High
Expense Ratio
0.06%
Exit Load
Nil
Fund Manager
Shravan Kumar Sreenivasula
Inception
Jan 2013
Benchmark
CRISIL Composite Bond Index
Sharpe Ratio
-1.67
Std Dev (1Y)
2.68%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.56%
3m
+1.29%
6m
+2.36%
1y
+4.82%
3y
+7.18%
5y
+5.76%
10y
+7.21%
since inception
+7.58%
rate_review TopFund's Take on Aditya Birla Sun Life Income Fund - Growth - Direct Plan
Aditya Birla Sun Life Income Fund - Growth - Direct Plan sits in the middle of the pack for Medium to Long Duration Fund funds, currently carrying a 2-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 58/100.
Cost: At 0.06%, the expense ratio is meaningfully cheaper — about 93% below the Medium to Long Duration Fund category average of 0.92% (based on 27 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -1.67 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 2.68% is on the lower side, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Debt fund.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
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Frequently Asked Questions about Aditya Birla Sun Life Income Fund - Growth - Direct Plan
The current NAV (Net Asset Value) of Aditya Birla Sun Life Income Fund - Growth - Direct Plan is ₹140.52. NAV is updated every business day after market close by AMFI.
1Y: 4.82% · 3Y CAGR: 7.18% · 5Y CAGR: 5.76%
The expense ratio is 0.06% per annum — the annual fee deducted from your investment to cover fund management costs.
Aditya Birla Sun Life Income Fund - Growth - Direct Plan is managed by Shravan Kumar Sreenivasula at Aditya Birla Sun Life Mutual Fund.
Aditya Birla Sun Life Income Fund - Growth - Direct Plan is a Moderate to High risk fund. Suitable for investors with a moderate risk appetite.
Aditya Birla Sun Life Income Fund - Growth - Direct Plan is a Medium to Long Duration Fund fund. SIP suitability depends on your investment goal and risk profile.
The Assets Under Management (AUM) of Aditya Birla Sun Life Income Fund - Growth - Direct Plan is ₹1,075 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.