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) | ₹2165 Cr | ₹201 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹200 |
| 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 | -0.08% | -0.12% |
| 6 Month | 1.07% | 0.79% |
| 1 Year | 5.33% | 6.1% |
| 3 Year | 6.7% | 7.22% |
| 5 Year | 5.32% | 5.15% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Income Fund - Growth - Regular Plan | LIC MF Bond Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 0.56% | 0.72% |
| 1 Year | 2.98% | 3.75% |
| 3 Year | 6.1% | 6.74% |
| 5 Year | 5.96% | 6.37% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Income Fund - Growth - Regular Plan | LIC MF Bond Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 7.48% | 6.95% |
| 3 Year | 7.36% | 7.14% |
| 5 Year | 7.92% | 7.26% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Income Fund - Growth - Regular Plan | LIC MF Bond Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 2.15% | 2.22% |
| Sharp | -0.17% | -0.32% |
| Beta | 1.13% | 1.12% |
| Alpha | -0.3% | -0.65% |
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 |
Top Comparisons
SBI Medium Duration Fund - Regular Plan - Growth
3Y Returns7.6%
DSP Bond Fund - Growth
3Y Returns7.48%
HDFC Nifty 50 Index Fund - Growth Plan
3Y Returns13.89%
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
3Y Returns14.66%
HDFC Hybrid Debt Fund - Growth Plan
3Y Returns9.92%
Sundaram Conservative Hybrid Fund - Regular Plan - Growth
3Y Returns7.07%
UTI Banking & PSU Fund- Regular Plan - Growth Option
3Y Returns7.35%
Sundaram Banking and PSU Fund - Regular Plan - Growth
3Y Returns7.48%