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AppStore
PlaystoreAditya Birla Sun Life AMC Limited
Aditya Birla Sun Life AMC Limited
Investment Objective
The fund seeks to provide regular income with an opportunity to grow your money through fixed income investments and a limited exposure to equity markets.
This product is suitable for investors who are seeking
- Regular income with growth in capital through medium and long-term investments in various types of debt investments
- Investing small amounts in equity and equity related investments
Fund Details
- Fund Type - Open-Ended
- Class - Income
- Category - MIP
- Min Investment - Rs. 1000/-
- Fund Manager - Mr. Pranay Sinha & Mr. Vineet Maloo
- Latest NAV - NA
- Inception Date - Jul 14, 1999
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Fund Performance
Trailing Return
Funds are bucketed on various parameters with respect to other funds in their category.
*Annualized returns are displayed for 1 year and above.
*Annualized returns are displayed for 1 year and above.
Annualized Returns
Fund Management
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Mr. Pranay Sinha
Total Experience : 13 years
View Full ProfilePranay Sinha is a Fund Manager with Aditya Birla Sun Life AMC Limited (ABSLAMC). Pranay has an overall experience of close to 13 years, with over a decade in fund management and trading in Indian Rates markets. He also has experience in currency trading.
Prior to joining ABSLAMC in 2014, Pranay has worked with BNP Paribas Bank, Morgan Stanley Investment Management Private Limited and ICICI Prudential Asset Management Company Limited.
Pranay has done his MBA from IIM Kolkata and holds a B.Tech degree in Aerospace Engineering from IIT Kharagpur. -
Mr. Vineet Maloo
Total Experience : ​17 years
View Full ProfileVineet is a Fund Manager with Aditya Birla Sun Life AMC Limited (ABSLAMC). Vineet has around 17 years of experience in capital markets and equity research.
Prior to joining ABSLAMC in 2006, he had been providing analytical support to the Chief Financial Officer of Hindalco Industries Limited. Before that he has worked with Aditya Birla Management Corporation Ltd. & M/s. D. K. Chhajer & Co., Chartered Accountants.
Vineet has done his CA from Institute of Chartered Accountants of India and is also a Chartered Financial Analyst (CFA).
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Different plans shall have a different expense structure. The performance details provided herein are of (regular / direct) plan.
Different plans shall have a different expense structure. The performance details provided herein are of (regular / direct) plan.
To check an all-time best return rate for equity funds, check how they've performed in the last 3 or 5 years.
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Your Investment Summary
- Investment AmountRs 5000
- Initial units per month 29.5
- Current valueRs 50,000
- Current NAV value 260
- Current Units 30
-
XIRR
5.10%
Internal rate of return or annualized yield for a schedule of cash flows occurring at irregular intervals.
-
Benchmark XIRR
8%
Internal Rate of return or annualized yield for a schedule of cash flows occurring at irregular intervals for respective benchmark index.
Fund Summary
Entry Load
Exit Load
Load Comments
Disclaimer
*Second Income/Regular Income/Monthly Income is not assured and is subject to availability of distributable surplus. Dividend distribution in the form of regular income to individual investors is subject to dividend distribution tax (DDT) of 13.5188% which is deducted by the fund house. For individual nature of tax implications, investors are requested to consult their tax advisors before investing.
**The portfolio of the scheme is subject to changes within the provisions of the Scheme Information Document. Please refer to the Scheme Information Document for asset allocation, investment strategy, and risk factors.
+Investors should note that declaration of dividends is at the discretion of Trustees and subject to availability of distributable surplus and there is no guarantee or assurance on the frequency or quantum of dividends. The NAV of the scheme pursuant to a payout of the dividend would fall to the extent of the payout and statutory levy (if applicable). For individual nature of tax implications, investors are requested to consult their tax advisor before investing.