• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life Income Fund (RIDCW-A)

Formerly Aditya BSL Income Reg DR

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Income Fund (RIDCW-A)

DebtMedium To Long Duration

12.5715

NAV (Aug 05)

5.4%
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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 1,550 Cr

The performance of the fund on a Fund Size metric has been Good

Rolling Returns

Category Leader

The fund has been a Category Leader on the Rolling Returns metric

View all 8 analysis

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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

12.5715

NAV (Aug 5)

Fund Returns

Last 1Y

2.8%

Last 3Y

5.4%

Last 5Y

4.8%

Last 10Y

NA

Since Inception

6%

6 Month CAGR

1.2%

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

0.89

Launched (7y ago)

Feb 24, 2015

AUM in Crores

1549.766

ISIN

INF209KA1WK4

Lock-in

No Lock-in

Benchmark

CRISIL Medium to Long Duration Fd TR INR

SIP Minimum

1000

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 2022-08-05

Top Debt Holdings

6.54% govt stock 2032

20%
20%

national bank for agriculture and rural development

7.7%
7.7%

5.63% govt stock 2026

6.8%
6.8%

8.2% govt stock 2025

4.7%
4.7%

power finance corporation ltd.

4.7%
4.7%
See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 49,911 cr

₹ 14,870 cr

₹ 15,889 cr

₹ 14,702 cr

₹ 49,911 cr

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 292,870 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

    5.5%

    7.4%

    5.2%

    6.8%

    5.5%

    7.3%

    5.2%

    7.1%

    5.5%

    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 (RIDCW-A) Review

    Aditya Birla Sun Life Income Fund (RIDCW-A) is a Medium To Long Duration Debt fund and has delivered an annualised return of 6% over a period of 7 years. The fund was previously known as Aditya BSL Income Reg DR. 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 (RIDCW-A) as of 8/5/2022 is ₹12.57 with the total AUM as of 8/6/2022 is ₹1549.766. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Income Fund (RIDCW-A) was launched on Feb 24, 2015. The category risk of the fund is Low to Moderate Risk.

    The minimum SIP amount for Aditya Birla Sun Life Income Fund (RIDCW-A) is ₹1000 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 (RIDCW-A) 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 (RIDCW-A) is rated as a 3 fund in Debt and delivered 2.8% 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 (RIDCW-A).

    Frequently Asked Questions

    What is Aditya Birla Sun Life Income Fund (RIDCW-A)?

    Aditya Birla Sun Life Income Fund (RIDCW-A) 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 (RIDCW-A)?

    You can invest in Aditya Birla Sun Life Income Fund (RIDCW-A) 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 (RIDCW-A)?

    The minimum sip amount for Aditya Birla Sun Life Income Fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.

    Is Aditya Birla Sun Life Income Fund (RIDCW-A) good to invest in?

    As per Scripbox experts, Aditya Birla Sun Life Income Fund (RIDCW-A) is a Neutral fund. You can investAditya Birla Sun Life Income Fund (RIDCW-A) 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 (RIDCW-A)?

    The expense ratio of the Aditya Birla Sun Life Income Fund (RIDCW-A) is 0.89% for regular plan.