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) | ₹2021 Cr | ₹204 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 |
| 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 | 0.64% | 0.73% |
| 6 Month | 0.63% | 1.13% |
| 1 Year | 5.94% | 6.78% |
| 3 Year | 7.13% | 7.6% |
| 5 Year | 5.44% | 5.19% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Income Fund - Growth - Regular Plan | LIC MF Bond Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 0.63% | 0.43% |
| 1 Year | 4.77% | 5.25% |
| 3 Year | 6.79% | 7.3% |
| 5 Year | 6.26% | 6.55% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Income Fund - Growth - Regular Plan | LIC MF Bond Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 9.31% | 7.77% |
| 3 Year | 8.11% | 7.29% |
| 5 Year | 8.38% | 7.37% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Income Fund - Growth - Regular Plan | LIC MF Bond Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 2.31% | 2.35% |
| Sharp | 0.12% | 0.29% |
| Beta | 1.21% | 1.24% |
| Alpha | -1.12% | -0.75% |
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 |
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