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Aditya Birla Sun Life Income Plus - Retail (QD) (Plan A)

PLAN: Retail Plan OPTIONS: Quarterly Dividend
12.242 0.02 (0.19%)

NAV as on 18 May, 2018

CRISIL MF RANK

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MODERATE

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  • Principal at moderate risk.
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ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Debt Long Term category by Crisil (for quarter ended Dec 2017) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Close ING Income Fund has been merged with Birla Sun Life Income Plus w.e.f. Otcober 11, 2014.
View Historic Graph From     To     

Returns (NAV as on 18 May, 2018)

Period Returns (%) Rank #
1 mth -0.9 49
3 mth 0.3 72
6 mth -1.2 99
1 year 1.4 95
2 year 4.0 78
3 year 4.2 89
5 year 3.9 88

# Moneycontrol Rank within 122 Debt Long Term Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 -3.9 1.2 -1.0 -2.8 -6.6
2016 0.4 -0.2 4.0 -0.4 4.6
2015 0.5 -3.6 1.6 -3.1 -4.3
2014 2.1 2.0 -0.5 5.1 8.9
2013 0.4 1.5 -6.1 1.1 -3.0

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (Debt Long Term)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -0.9 -1.2 -4.1 -5.9 4.0 4.2 3.9
Category avg -1.2 0.3 -0.4 2.4 6.0 6.6 6.2
Difference of Fund returns and Category returns 0.3 -1.5 -3.7 -8.3 -2.0 -2.4 -2.3
Best of category 0.5 1.5 2.7 9.6 9.6 9.8 11.3
Worst of category -1.9 -0.4 -3.0 -3.2 0.5 2.8 3.7
Aditya Birla Sun Life Income Plus - Retail (QD) (Plan A) Review by Crisil - Rating: 3 (Rank 3 out of 5)

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Oct 21, 1995
Benchmark CRISIL Composite Bond Fund
Asset Size (Rs cr) 1,404.74 (Mar-31-2018)
Minimum Investment Rs.5000
Last Dividend Rs.0.13 (Mar-15-2018)
Bonus N.A.
Fund Manager Pranay Sinha / Ashish Kela
View performance of schemes managed by the Fund Manager
Notes ING Income Fund has been merged with Birla Sun Life Income Plus w.e.f. Otcober 11, 2014.

Load Details

Entry Load N.A
Exit Load 0.00%
Load Comments N.A.

Contact Details

Regd. Office Ahura Centre, Mahakali Caves Road, MIDC, Andheri (E), Mumbai, 400093
Tel. No. 022 4356 8000
Fax No. 022 43568110/ 8111
Email connect@birlasunlife.com
Website http://www.mutualfund.birlasunlife.com

Peer Comparison

Debt Long Term Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
ICICI Pru Income Opp. - Direct (G) Rank 3
1,980.35 -0.1 -0.1 3.9 7.7 7.4
ICICI Pru Income Opp.-IP (G) Not Ranked
135.38 -0.3 -0.4 3.3 7.2 7.0
ICICI Pru Income Opp.-RP (G) Not Ranked
2,133.67 -0.3 -0.4 3.3 7.2 7.0
IDFC Dynamic Bond-Regular Plan (G) Rank 3
2,135.76 0.6 -0.6 1.2 6.8 7.0
IDFC Dynamic Bond - Direct (G) Rank 3
1,645.60 0.8 -0.3 1.9 7.7 7.9
* Returns over 1 year are Annualised More »

Portfolio

Asset Allocation (%)(Apr 30, 18)

Equity 0.00
Others 0.00
Debt 86.48
Mutual Funds N.A
Money Market 5.40
Cash / Call 8.13

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Concentration

Holdings (%)
Top 5 52.64
Top 10 67.48
Sector (%)
Top 3 N.A.

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