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Aditya Birla Sun Life Income Fund - Growth - Regular Plan
★★★★★ TopFund est.
TopFund Score (fallback rating)
- Calculated by: TopFund — used only when no third-party rating exists for this fund
- Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis
TopFund Score: 58/100 · Average
How this score is calculated
- Star rating (35%)2/5
- 3Y CAGR (30%)7.17%
- Expense ratio (20%)0.06%
- AUM (15%)₹1,050 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Aditya Birla Sun Life Mutual Fund · Debt · Others
₹42.26
AUM: ₹1,050 Cr
NAV updated 5 days ago
Plan
Regular
Option
Growth
Risk
Moderate
Expense Ratio
0.06%
Exit Load
Nil
Fund Manager
Shravan Kumar Sreenivasula
Inception
Jan 2013
Benchmark
CRISIL Composite Bond Index
Sharpe Ratio
-0.9
Std Dev (1Y)
2.63%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.31%
3m
+1.32%
6m
+2.92%
1y
+5.56%
3y
+7.17%
5y
+6.19%
10y
+6.7%
since inception
+7.66%
TopFund's Take on Aditya Birla Sun Life Income Fund - Growth - Regular Plan
Aditya Birla Sun Life Income Fund - Growth - Regular Plan sits in the middle of the pack for Others 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 33% below the Others category average of 0.09% (based on 61 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 -0.9 — 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 2.63% is on the lower side for a Others fund, 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.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Aditya Birla Sun Life Income Fund - Growth - Regular Plan
The current NAV (Net Asset Value) of Aditya Birla Sun Life Income Fund - Growth - Regular Plan is ₹42.26. NAV is updated every business day after market close by AMFI.
1Y: 5.56% · 3Y CAGR: 7.17% · 5Y CAGR: 6.19%
The expense ratio of Aditya Birla Sun Life Income Fund - Growth - Regular Plan is 0.06% per annum. This is the annual fee charged by the fund to manage your investment.
Aditya Birla Sun Life Income Fund - Growth - Regular Plan is managed by Shravan Kumar Sreenivasula at Aditya Birla Sun Life Mutual Fund.
Aditya Birla Sun Life Income Fund - Growth - Regular Plan is classified as a Moderate risk fund. It is suitable for investors with a moderate risk appetite.
Aditya Birla Sun Life Income Fund - Growth - Regular Plan is a Others fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Aditya Birla Sun Life Income Fund - Growth - Regular Plan with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Aditya Birla Sun Life Income Fund - Growth - Regular Plan is ₹1,050 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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