Aditya Birla Sun Life Interval Income Fund - Quarterly Series 1 Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Aditya Birla Sun Life Interval Income Fund - Quarterly Series 1 Growth Fund Overview
SIP ₹ & Lump. ₹500
₹8 Cr
N/A
0.15
1% for redemptions on any other day not falling in specified transaction period and nil for redemptions made on specified transaction date.
Crisil Liquid Fund Index
Aditya Birla Sun Life Interval Income Fund - Quarterly Series 1 Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.45 | 2.55 | 298.36 |
| 6M | 2.66 | 5.03 | 316.78 |
| 1Y | 5.96 | 8.17 | 340.09 |
| 3Y | 6.86 | 19.95 | 135.01 |
Portfolio Analysis
- Equity:
- Debt: 100.00%
- Others
About Fund Aditya Birla Sun Life Interval Income Fund - Quarterly Series 1 Growth
Aditya Birla Sun Life Interval Income Fund - Quarterly Series 1 Growth managed by Aditya Birla Sun Life Mutual Fund,is a Debt - Incomescheme with Assets Under Management of ₹8 Crore. The fund benchmarks its performance against the Crisil Liquid Fund Index while maintaining an expense ratio of 0.15. Under the expert guidance of Mohit Sharma ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Mohit Sharma
Mr. Mohit Sharma holds PGDCM - IIM Calcutta, B Tech - IIT Madras He has around 10 years of experience of which 7 years are in financial markets. Prior to joining Birla Sun Life Asset Management Co. Ltd, he ran his own healthcare- tech business (June 2012 - May 2015). He has also worked as an Interest Rates Trader in Standard Chartered Bank (May 2007 - June 2011) and ICICI Bank Ltd (June 2006 - April 2007). He started his career in the Equity Research in Irevna Ltd (June 2005 - June 2006).
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Nippon India Interval Fund - Annual Series 1 - Retail Plan Growth | 0 | 3 CR | 0.13 |
| ICICI Prudential Medium Term Bond Fund - Plan B Growth | 0 | 6,049 CR | 1.81 |
| Aditya Birla Sun Life Interval Income Fund - Quarterly Series 1 Growth | 0 | 8 CR | 0.15 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundNippon India Interval Fund - Annual Series 1 - Retail Plan Growth | 6.5263 | 21.9036 |
| This FundICICI Prudential Medium Term Bond Fund - Plan B Growth | 9.2123 | 21.9591 |
| This FundAditya Birla Sun Life Interval Income Fund - Quarterly Series 1 Growth | 5.9637 | 22.0205 |
Aditya Birla Sun Life Interval Income Fund - Quarterly Series 1 Growth FAQs
- 1 Month : 0.45%
- 6 Months : 2.66%
- 1 Year : 5.96%
- 3 Years : 6.86%
