Medium to Long Durationregulargrowth
Aditya Birla Sun Life Income Fund (Discipline Advantage Plan)
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week+0.29%
1 Month+0.96%
3 Months+2.64%
6 Months+4.85%
1 Year+8.39%
3 Years (CAGR)+5.43%
5 Years (CAGR)+6.82%
10 Years (CAGR)+7.60%
Since Inception (Mar 2009)+7.33%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP+9.87%
3 Year SIP+7.15%
5 Year SIP+6.46%
Since Inception (Mar 2009)+7.33%
Fund Details
Fund HouseAditya Birla Sun Life Mutual Fund
CategoryMedium to Long Duration
Plan Typeregular
Optiongrowth
Min SIP₹500
Min Lumpsum₹1,000
Launch Date18 Mar 2009
AMFI Code111777
Risk Metrics
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Sharpe Ratio
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Alpha
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Beta
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Sortino
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Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
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Investment Objective
Aditya Birla Sun Life Income Fund (Discipline Advantage Plan) by Aditya Birla Sun Life Mutual Fund is a Medium to Long Duration fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Medium to Long Duration category.
About This Fund
Aditya Birla Sun Life Income Fund (Discipline Advantage Plan) is a Medium to Long Duration mutual fund offered by Aditya Birla Sun Life Mutual Fund. The fund has been operational for over 17 years.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations