Aditya Birla Sun Life Income Fund - Growth - Regular Plan

Open Ended Schemes(Debt Scheme - Medium to Long Duration Fund)Moderate Risk★★★★★ISIN INF209K01579

NAV · 06-Jul-2026

₹130.4338

+2.92%

+2.73%

1Y (CAGR)

+3.64%

3Y (CAGR)

+6.30%

5Y (CAGR)

+5.62%

Since inception (CAGR)

+7.72%

NAV history

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Risk & SIP analytics

Q2 · 3Y in category

Volatility (3y)

2.21%

Downside dev (3y)

1.67%

Max drawdown (3y)

-2.0%

Sharpe (3y)

-0.09

SIP XIRR (3y)

+5.93%

SIP XIRR (5y)

+6.04%

Calendar-year returns

2020 +12.8%2021 +4.0%2022 +2.4%2023 +6.6%2024 +8.4%2025 +5.2%

Fund facts

Fund managerBhupesh Bameta

AUM₹17,521 Cr

TER · AMFI officialDirect 0.69% · Regular 1.09% (2026-06-30)

Launch date01-Jan-1994

Plan typeOpen Ended · Debt

Min lumpsum5000

Lock-inNone

Volatility6.23

AMCAditya Birla Sun Life AMC Limited

Objective · The objective of the scheme is to generate consistent income through superior yields on its investments at moderate levels of risk through a diversified investment approach. This income may be complemented by price changes of instruments in the portfolio.

scheme documents ↗