- Mutual Funds
- Aditya Birla Sun Life Mutual Fund
- Aditya Birla Sun Life Income Fund Discipline Advantage Plan (Growth)
Formerly Aditya BSL Income Plus DAP
Aditya Birla Sun Life Income Fund Discipline Advantage Plan (Growth)
₹ 27.5761
NAV (Oct 03)
Medium to Long Duration Funds invest in debt and money market instruments such that the duration of the portfolio is between 3 to 4 years.
The tenure of the instruments held by these funds exposes them to very high degrees of variations when interest rate changes.Funds in this category tend to invest in instruments that are highly rated.This is a small category(less than 1 % of total debt fund assets).We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher interest rate risk.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 27.5761
NAV (Oct 3)
Fund Returns
Last 1Y | 6.7% |
Last 3Y | 4.9% |
Last 5Y | 7.5% |
Last 10Y | 7.7% |
Since Inception | 7.2% |
6 Month CAGR | 3.1% |
Scheme Information
The objective of the scheme is to generate consistent income through superior yields on its investments at moderate levels of risk through a diversified investment approach. This income may be complemented by price changes of instruments in the portfolio.
Expense Ratio | 1.09 |
Launched (14y ago) | Mar 12, 2009 |
AUM in Crores | 1793.144 |
ISIN | INF209K01LD8 |
Lock-in | No Lock-in |
Benchmark | CRISIL Mid to Long Duration Debt TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 2.8 |
Standard Deviation (5yr) | 3.2 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.024 |
Sharpe Ratio (5yr) | 0.729 |
YTM | 7.34 |
Fund Managers
Returns Calculator Comparison
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with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Aditya Birla Sun Life Income Fund Discipline Advantage Plan (Growth) | 8,78,517 | 1,45,905 | 7.5% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Debt Holdings
07.18 goi 2037
49.5%7.1% govt stock 2029
10.3%07.18 goi 2033
9.8%7.17% govt stock 2030
7.1%gs cg 22/08/2027 - (strips) strips
3.8%Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 44,468 cr | ||
₹ 18,357 cr | ||
₹ 10,408 cr | ||
₹ 14,357 cr | ||
₹ 9,121 cr |
About the AMC
Aditya Birla Sun Life AMC Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
- | 3.9% | ||
5.2% | 7.4% | ||
5.1% | 6.8% | ||
5.2% | 7.3% | ||
5.1% | 7.1% |
Aditya Birla Sun Life Income Fund Discipline Advantage Plan (G) Review
Aditya Birla Sun Life Income Fund Discipline Advantage Plan (G) is a Medium To Long Duration Debt fund and has delivered an annualised return of 7.2% over a period of 14 years. The fund was previously known as Aditya BSL Income Plus DAP. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Bhupesh Bameta, Dhaval Joshi.
Nav of Aditya Birla Sun Life Income Fund Discipline Advantage Plan (G) as of 10/3/2023 is ₹27.58 with the total AUM as of 10/4/2023 is ₹1793.144. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Income Fund Discipline Advantage Plan (G) was launched on Mar 12, 2009. The category risk of the fund is Moderate Risk.
The minimum SIP amount for Aditya Birla Sun Life Income Fund Discipline Advantage Plan (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Aditya Birla Sun Life Income Fund Discipline Advantage Plan (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL Mid to Long Duration Debt TR INR.
Aditya Birla Sun Life Income Fund Discipline Advantage Plan (G) is rated as a 4 fund in Debt and delivered 6.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Aditya Birla Sun Life Income Fund Discipline Advantage Plan (G).
Frequently Asked Questions
What is Aditya Birla Sun Life Income Fund Discipline Advantage Plan (G)?
How to invest in Aditya Birla Sun Life Income Fund Discipline Advantage Plan (G)?
You can invest in Aditya Birla Sun Life Income Fund Discipline Advantage Plan (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Aditya Birla Sun Life Income Fund Discipline Advantage Plan (G)?
The minimum sip amount for Aditya Birla Sun Life Income Fund Discipline Advantage Plan (G) is ₹0. You can invest in multiples of ₹5000.
Is Aditya Birla Sun Life Income Fund Discipline Advantage Plan (G) good to invest in?
As per Scripbox experts, Aditya Birla Sun Life Income Fund Discipline Advantage Plan (G) is a Top Ranked fund. You can investAditya Birla Sun Life Income Fund Discipline Advantage Plan (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Aditya Birla Sun Life Income Fund Discipline Advantage Plan (G)?
The expense ratio of the Aditya Birla Sun Life Income Fund Discipline Advantage Plan (G) is 1.09% for regular plan.