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Aditya Birla SL Income Fund
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.74 | 7.24 | 2.76 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.14 | 7.16 | 2.63 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 0.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 1,000 |
| BenchmarkBenchmark |
|---|
| CRISIL Medium to Long Term Debt Index |
About Medium to Long Duration Fund
Medium to long duration funds are debt funds. They invest in debt and money market securities for the macaulay duration between 3 to 7 years. They have lower maturity than long duration funds.
Peers & Comparison
DebtMedium to Long Duration Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Aditya Birla SL Income Fund | 9.23% | 5.98% | 7.93% |
| ICICI Pru Bond Fund | 9.31% | 6.62% | 8.16% |
| Kotak Bond Fund | 9.81% | 6.43% | 7.83% |
| SBI Magnum Income Fund | 9.09% | 6.56% | 8.17% |
Price Comparison
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Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Weightage
Current Holdings
Debt
Others
- ConstituentHolding Weight3M Change
- Government of India (22/04/2064)3M change : 15.46 %|
Holdings
15.65 %
15.46 % - Government of India (24/07/2037)3M change : -4.97 %|
Holdings
12.12 %
-4.97 % - Government of India (19/06/2053)3M change : -12.24 %|
Holdings
5.76 %
-12.24 %
AMC Profile
Aditya Birla Sun Life AMC Limited, is a joint venture between the Aditya Birla Group and the Sun Life Financial Inc. of Canada. The joint venture brings together Aditya Birla Group's experience in the Indian market and Sun Life's global experience.
No.of Schemes
92
Total AUM
₹ 3,69,257.21 Cr.
Fund Manager Profile
Bhupesh Bameta
AUM: ₹15,061.42 Cr.
|
Exp: 10yrs
Qualification
B.Tech (IIT Kanpur), CFA
Past Experience
Mr. Bhupesh Bameta has an overall experience of more than 10 years in the financial services industry. He joinedABSLAMC in December 2017 as an Analyst, Fixed Income. He has been working closely with other Fund Managers and team members in the investment team. Prior to joining ABSLAMC he was the Head of Research in Forex and Rates Desk at Edelweiss Securities Limited, covering global and Indian forex markets and economies. He was also associated with Quant Capital for 6 years as an Economist and was covering Indian and global economy and markets.
Funds Managed (33)
Aditya Birla SL G-Sec Fund
Aditya Birla SL G-Sec Fund
Aditya Birla SL G-Sec Fund
Aditya Birla SL Dynamic Bond Fund
Aditya Birla SL Dynamic Bond Fund-DAP
Aditya Birla SL Income Fund
Aditya Birla SL G-Sec Fund
Aditya Birla SL Dynamic Bond Fund
Aditya Birla SL Nifty SDL Apr 2027 Index Fund
Aditya Birla SL Nifty SDL Apr 2027 Index Fund
Aditya Birla SL Long Duration Fund
Aditya Birla SL Long Duration Fund
Aditya Birla SL Nifty SDL Sep 2025 Index Fund
Aditya Birla SL Nifty SDL Sep 2025 Index Fund
Aditya Birla SL CRISIL IBX Gilt - April 2026 Index Fund
Aditya Birla SL CRISIL IBX Gilt - April 2026 Index Fund
Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU Apr 2026 Index Fund
Aditya Birla SL CRISIL IBX 60:40 SDL + AAA PSU Apr 2026 Index Fund
Aditya Birla SL CRISIL IBX SDL Jun 2032 Index Fund
Aditya Birla SL CRISIL IBX SDL Jun 2032 Index Fund
Aditya Birla SL CRISIL IBX Gilt Apr 2028 Index Fund
Aditya Birla SL CRISIL IBX Gilt Apr 2028 Index Fund
Aditya Birla SL CRISIL IBX Gilt April 2033 Index Fund
Aditya Birla SL CRISIL IBX Gilt April 2033 Index Fund
Aditya Birla SL CRISIL IBX Gilt June 2027 Index Fund
Aditya Birla SL CRISIL IBX Gilt June 2027 Index Fund
Aditya Birla SL Income Fund
Manager Performance (0)
Tax Implications
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Opinions and Fund Reviews
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Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%