• 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 Mutual Fund

Aditya Birla Sun Life Income Fund Discipline Advantage Plan (Growth)

DebtMedium To Long Duration

25.6378

NAV (Jul 06)

6.2%
3 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in medium to long duration mutual funds.

However, Scripbox does not recommend investing in medium to long duration mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Track Record

13 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

1,532 Cr. Large within the category

Impact of Interest Rate Changes

Highest Interest Rate Risk. The impact on fund value is very high when interest rates change

Credit Quality Of Fund's Portfolio

High Credit Risk. The fund has a lower credit quality compared to other debt funds

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Scripbox Recommended Debt Funds

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

25.6378

NAV (Jul 6)

Fund Returns

Last 1Y

2.1%

Last 3Y

6.2%

Last 5Y

6%

Last 10Y

7.5%

Since Inception

7.3%

6 Month CAGR

-0.5%

Scheme Information

Investment Objective

An Open-ended Income Scheme 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

0.9

Launched (13y ago)

Mar 12, 2009

AUM in Crores

1531.617

ISIN

INF209K01LD8

Lock-in

No Lock-in

Benchmark

CRISIL Medium to Long Duration Fd TR INR

SIP Minimum

0

Lumpsum Min.

5000

Fund Managers

Bhupesh Bameta

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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

Last updated on 2022-07-06

Top Debt Holdings

5.15% govt stock 2025

9.2%
9.2%

national bank for agriculture and rural development

7.8%
7.8%

182 Days Treasury Bill 08-09-2022

6.5%
6.5%

clearing corporation of india limited

5.4%
5.4%

8.2% govt stock 2025

5%
5%
See all holdings

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 44,308 cr

5

₹ 14,441 cr

5

₹ 18,739 cr

5

₹ 12,059 cr

5

₹ 44,308 cr

5

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 294,583 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 83 equity,329 debt and 19 hybrid funds.

amc-img

  • 022-43568000
  • care.mutualfunds@adityabirlacapital.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    5.6%

    7.5%

    5.3%

    6.8%

    5.6%

    7.3%

    5.4%

    7.1%

    5.7%

    7.5%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    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 7.3% over a period of 13 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 manager’s name is Bhupesh Bameta.

    Nav of Aditya Birla Sun Life Income Fund Discipline Advantage Plan (G) as of 7/6/2022 is ₹25.64 with the total AUM as of 7/7/2022 is ₹1531.617. 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 Medium to Long Duration Fd TR INR.

    Aditya Birla Sun Life Income Fund Discipline Advantage Plan (G) is rated as a 3 fund in Debt and delivered 2.1% 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)?

    Aditya Birla Sun Life Income Fund Discipline Advantage Plan (G) is a Medium To Long Duration Debt scheme predominantly investing across Debt stocks with an investment objective to generate wealth over the long term.

    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 Neutral 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 0.9% for regular plan.