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Fixed IncomeMedium to Long Duration

Aditya Birla Sun Life Income Fund Discipline Advantage Plan

3Y Annualised

5.43%

0.01% 1D

Fund Performance

Fund Multiplier

Fund Info

Peer Comparison

Fund Managers

AMC Details

Performance

1M Returns

0.97%

0.01% 1D

Benchmark

SBI Nifty 10 yr Benchmark G-Sec ETF

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

This Fund

13 years 1 months

NIFTY 50

6 years 5 months

FD

9 years 7 months

Fund info

Fund size

₹2221.24 Cr

Min. SIP amount

₹1000

Min. Lumpsum amount

₹5000

Exit load

0%

Nil

Risk Profile

Moderate Risk

Fund Managers

BB
Bhupesh BametaFund Manager Since 6 Aug 2020

About Aditya Birla Sun Life Income Fund Discipline Advantage Plan

Aditya Birla Sun Life Income Fund Discipline Advantage Plan is a Fixed Income mutual fund scheme from Aditya Birla Sun Life AMC Ltd. This fund has been in existence for 16 years, having been launched on 2009-03-12. Aditya Birla Sun Life Income Fund Discipline Advantage Plan has ₹2221.24 Cr worth of assets under management (AUM) as of Wed Apr 02 2025. The latest Net Asset Value (NAV) of Aditya Birla Sun Life Income Fund Discipline Advantage Plan as of Fri Sep 20 2024 is ₹30.0154. The fund has an expense ratio of 1.16%, which is medium comparable to most other Fixed Income funds.

Aditya Birla Sun Life Income Fund Discipline Advantage Plan returns for the last 1 year are 8.51%. Since launch, it has delivered 7.34% average annual returns.

The Aditya Birla Sun Life Income Fund Discipline Advantage Plan has the majority of its money invested in null sectors.

Top 5 Holdings of Aditya Birla Sun Life Income Fund Discipline Advantage Plan.

  1. 7.34% Govt Stock 2064: 23.65%
  2. 7.18% Govt Stock 2037: 9.13%
  3. 7.18% Govt Stock 2033: 8.44%
  4. 7.09% Govt Stock 2054: 4.08%
  5. 7.25% Govt Stock 2063: 3.51%

AMC Information

NameAditya Birla Sun Life AMC Ltd
Founding Date2009-03-12
Emailcare.mutualfunds@adityabirlacapital.com
Phone+91 22 43568000
Websitewww.adityabirlasunlifemf.com
AddressAditya Birla Sun Life AMC Ltd,One World Centre, Tower 1, 17th Floor,Jupiter Mill Compound, 841, Senapati Bapat Marg,Elphinstone Road

Tax Implications of Aditya Birla Sun Life Income Fund Discipline Advantage Plan

Short Term GainsIncome tax rate applicable to the Unitholders as per their income slabs.
Long Term GainsIncome tax rate applicable to the Unitholders as per their income slabs.

Similar Funds from Aditya Birla Sun Life AMC Ltd

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₹1,000+ cr

AUM

1+ Lac

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