Aditya Birla Sun Life Income Fund Regular Plan Growth
Medium
Risk
Debt
Other
+
5.71
%
5.71
%
3Y annualised
+
0.13
%
0.13
%
1D
1M
6M
1Y
3Y
All
Fund size
1789
NAV:
Mar 7, 2024
113.552
Sector
Tech
Type
Debt
Launched
Oct 1995
Min Investment
5000
Expense Ratio
1
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
7.18% Govt Stock 2033
56.43
%
7.18% Govt Stock 2037
13.08
%
7.3% Govt Stock 2053
6.73
%
LIC Housing Finance Ltd
3.39
%
National Bank For Agriculture And Rural Development
2.80
%
Small Industries Development Bank Of India
2.78
%
7.25% Govt Stock 2063
1.78
%
HDFC Bank Limited
1.42
%
HDFC Bank Limited
1.42
%
Tata Capital Housing Finance Ltd. 8.1%
1.4
%
Expense ratio, exit load and tax
Expense Ratio:
1
%
Inclusive of GST
Exit load
No exit loads
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Aditya Birla Sun Life Income Fund Regular Plan Growth
More details
Investment objective
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.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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One-time
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* Returns are calculated as per lifetime average per annum returns of the fund.
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Monthly SIP
One-time
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