Aditya Birla Sun Life Interval Income Fund Quarterly Series I Regular Plan Growth

Risk: Low to Moderate
₹ 32.45
NAV (Oct 21,2024)

Invest in the Aditya Birla Sun Life Interval Income Fund - Quarterly Series I - Regular Plan - Growth with a minimum investment of ₹5000. This fund was established on August 30, 2007, and has an asset under management of ₹293.46 crore. It offers a growth plan with no lock-in period, providing potential returns over the long term. Consider this fund for regular and steady income.

Aditya Birla Sun Life Interval Income Fund Quarterly Series I Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Aditya Birla Sun Life Interval Income Fund Quarterly Series I Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    0
  • P/B Ratio
    UM_URBAN_MONEY

    0
  • Alpha
    UM_URBAN_MONEY

    -0.00
  • Beta
    UM_URBAN_MONEY

    1.02
  • Sharpe
    UM_URBAN_MONEY

    0.70
  • Sortino
    UM_URBAN_MONEY

    1.47

Fund Overview

Expense ratio
UM_URBAN_MONEY

0%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 33.68 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Low to Moderate

Investment Return Calculator

as on Oct 23, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 10,171.7 (1.72%)₹ 10,347.25 (3.47%)₹ 10,742.52 (7.43%)₹ 12,074.72 (20.75%)₹ 12,985.47 (29.85%)
₹ 30,000₹ 30,515.1 (1.72%)₹ 31,041.75 (3.47%)₹ 32,227.56 (7.43%)₹ 36,224.16 (20.75%)₹ 38,956.41 (29.85%)
₹ 50,000₹ 50,858.5 (1.72%)₹ 51,736.25 (3.47%)₹ 53,712.6 (7.43%)₹ 60,373.6 (20.75%)₹ 64,927.35 (29.85%)
₹ 80,000₹ 81,373.6 (1.72%)₹ 82,778 (3.47%)₹ 85,940.16 (7.43%)₹ 96,597.76 (20.75%)₹ 1,03,883.76 (29.85%)
₹ 1,00,000₹ 1,01,717 (1.72%)₹ 1,03,472.5 (3.47%)₹ 1,07,425.2 (7.43%)₹ 1,20,747.2 (20.75%)₹ 1,29,854.7 (29.85%)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • DAYS T BILL NOV14.73%
  • LIC Housing Finance Limited11.76%
  • Bank of Baroda11.75%
  • Power Finance Corporation Limited10.98%
  • REC Limited10.98%
  • Punjab National Bank9.70%
  • Tata Teleservices Limited9.70%
  • Hinduja Leyland Finance Limited9.70%
  • The Federal Bank Limited7.63%
  • Net Receivables Payables1.65%
  • Clearing Corporation of India Limited1.42%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

UTI Annual Interval Fund - I - GrowthUTI Annual Interval Fund - I - Growth

DEBT

Low to Moderate

6.99%

Nippon India Interval Fund - Annual Interval Fund - Series - I - GrowthNippon India Interval Fund - Annual Interval Fund - Series - I - Growth

DEBT

Low

6.87%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

UTI Annual Interval Fund - I - GrowthUTI Annual Interval Fund - I - Growth

DEBT

Low to Moderate

7.04%

Nippon India Interval Fund - Annual Interval Fund - Series - I - GrowthNippon India Interval Fund - Annual Interval Fund - Series - I - Growth

DEBT

Low

7.02%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

UTI Annual Interval Fund - I - GrowthUTI Annual Interval Fund - I - Growth

DEBT

Low to Moderate

5.70%

Nippon India Interval Fund - Annual Interval Fund - Series - I - GrowthNippon India Interval Fund - Annual Interval Fund - Series - I - Growth

DEBT

Low

5.24%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

UTI Annual Interval Fund - I - GrowthUTI Annual Interval Fund - I - Growth

DEBT

Low to Moderate

5.77%

Nippon India Interval Fund - Annual Interval Fund - Series - I - GrowthNippon India Interval Fund - Annual Interval Fund - Series - I - Growth

DEBT

Low

5.49%

Show all Funds

Fund Managers

MS

Mr. Mohit SharmaFund Manager

He has around 10 years of experience of which 7 years are in financial markets. He joined Birla Sun Life Asset Management Co. Ltd in October 2015. 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 theEquity Research in Irevna Ltd (June 2005 - June 2006).

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Compare with similar Funds

Aditya Birla Sun Life Interval Income Fund - Quarterly Series I - Regular Plan - Growth

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UTI Annual Interval Fund - I - Growth

Aditya Birla Sun Life Interval Income Fund - Quarterly Series I - Regular Plan - Growth

vs

Nippon India Interval Fund - Annual Interval Fund - Series - I - Growth

FAQ's

What is the risk level associated with the Aditya Birla Sun Life Interval Income Fund - Quarterly Series I - Regular Plan - Growth?

Aditya Birla Sun Life Interval Income Fund - Quarterly Series I - Regular Plan - Growth is a Moderate risk mutual fund.

What is the current NAV (Net Asset Value) of the Aditya Birla Sun Life Interval Income Fund - Quarterly Series I - Regular Plan - Growth as of Oct 21,2024?

The current NAV of the Aditya Birla Sun Life Interval Income Fund - Quarterly Series I - Regular Plan - Growth as of Oct 21,2024 is INR 32.45.

What are the returns generated by the Aditya Birla Sun Life Interval Income Fund - Quarterly Series I - Regular Plan - Growth over the past 1, 3, and 5 years?

The Aditya Birla Sun Life Interval Income Fund - Quarterly Series I - Regular Plan - Growth has delivered returns of 7.26% over 1 year, 5.74% over 3 years, and 5.24% over 5 years.

What is the minimum investment amount required for the Aditya Birla Sun Life Interval Income Fund - Quarterly Series I - Regular Plan - Growth?

The Aditya Birla Sun Life Interval Income Fund - Quarterly Series I - Regular Plan - Growth requires a minimum investment amount of INR 5000.

Is there a systematic investment plan (SIP) available for the Aditya Birla Sun Life Interval Income Fund - Quarterly Series I - Regular Plan - Growth?

Yes, SIP is available for Aditya Birla Sun Life Interval Income Fund - Quarterly Series I - Regular Plan - Growth with a minimum monthly investment of INR 5000.

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