Aditya Birla Sun Life Interval Income Fund Quarterly Series I Direct Growth

Aditya Birla Sun Life Interval Income Fund Quarterly Series I Direct Growth is a debt fund. This fund was started on 22 February, 2013. The fund is managed by Mohit Sharma. This fund is suitable to keep your money safe.

1. Aditya Birla Sun Life Interval Income Fund Quarterly Series I Direct Growth has ₹29 Cr worth of assets under management (AUM) as on Dec 1969 and is less than category average.
2. The fund has an expense ratio 0.
   

Aditya Birla Sun Life Interval Income Fund Quarterly Series I Direct Growth has given a CAGR return of 6.72% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 6.87%, 7.03% and 5.66% respectively.

Aditya Birla Sun Life Interval Income Fund Quarterly Series I Direct Growth has allocated its funds majorly in Cash Equivalent. Its top holdings are

As it is a fixed maturity ultrashort bond mutual fund the taxation is as follows:
If the fund is debt oriented i.e. asset allocation of more than 65% in debt instruments:
Invested before 1 April 2023 and held for less than 24 months, STCG will be taxed at your income slab rate.
Invested before 1 April 2023 and held for more than 24 months, LTCG will be taxed at 12.5%.
Invested after 1 April 2023, capital gains will be taxed at your income slab rate.
Dividends will always be taxed at slab rate.

The objective is to generate regular income through investments in debt & money market instruments.

Minimum investment for lump sum payment is INR 0.00 and for SIP is INR 0.00. Aditya Birla Sun Life Interval Income Fund Quarterly Series I Direct Growth has no lock in period.