Aditya Birla Sun Life Income Fund vs LIC MF Bond Fund compare
Aditya Birla Sun Life Income Fund - Growth - Regular Plan
LIC MF Bond Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Income Fund - Growth - Regular Plan | LIC MF Bond Fund-Regular Plan-Growth |
---|---|---|
Fund | Aditya Birla Sun Life Income Fund - Growth - Regular Plan | LIC MF Bond Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Low to Moderate |
Asset Size (Cr) | ₹2011 Cr | ₹203 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹1000 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 21 Oct 1995 | 26 Mar 1999 |
Category | Medium to Long Duration | Medium to Long Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Medium to Long Duration Fund AIII Index | CRISIL Medium to Long Duration Fund BIII Index |
Turn Over | 78% | 46% |
Expense Ratio | 1.16 | 1.22 |
Manager | Dhaval Joshi | Marzban Irani |
ISIN Code | INF209K01579 | INF767K01923 |
Exits Load | Data not available./365 | LIC MF Medium to Long Duration Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Income Fund - Growth - Regular Plan | LIC MF Bond Fund-Regular Plan-Growth |
---|---|---|
1 Month | -0.07% | -0.37% |
6 Month | 2.7% | 3.59% |
1 Year | 5.54% | 6.54% |
3 Year | 6.89% | 7.09% |
5 Year | 5.69% | 5.21% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Income Fund - Growth - Regular Plan | LIC MF Bond Fund-Regular Plan-Growth |
---|---|---|
6 Month | -0.09% | -0.16% |
1 Year | 4.19% | 4.93% |
3 Year | 6.68% | 7.23% |
5 Year | 6.13% | 6.39% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Income Fund - Growth - Regular Plan | LIC MF Bond Fund-Regular Plan-Growth |
---|---|---|
1 Year | 9.35% | 7.8% |
3 Year | 8.14% | 7.29% |
5 Year | 8.38% | 7.37% |
Risk Management
Scheme Name | Aditya Birla Sun Life Income Fund - Growth - Regular Plan | LIC MF Bond Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 2.36% | 2.42% |
Sharp | -0.05% | 0.12% |
Beta | 1.18% | 1.23% |
Alpha | -0.97% | -0.58% |
Fund Managers
Scheme Name | Aditya Birla Sun Life Income Fund - Growth - Regular Plan | LIC MF Bond Fund-Regular Plan-Growth |
---|---|---|
Name | Dhaval Joshi | Marzban Irani |
Total AUM | ₹361932 Cr | ₹1914 Cr |
Funds Managed | 55 | 6 |
Aditya Birla Sun Life Income Fund - Growth - Regular Plan | LIC MF Bond Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
LIC MF Bond Fund-Regular Plan-Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
LIC MF Bond Fund-Regular Plan-Growth |
---|---|---|
Others | 100 | 100 |
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