INDProtect
Overview (as on 05 Mar 2021)
NAV
₹12.5245
1y returns
7.224%
Fund AUM
₹1,805 Cr
Expense Ratio
1.13%
Min SIP
₹1,000
Min Lumpsum
₹1,000
Fund Performance
Calculator
Monthly SIP
Lumpsum
I would like to invest
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
4.51% projected returns
₹0
4.63% projected returns
₹0
4.59% projected returns
₹0
4.63% projected returns
₹0
4.96% projected returns
₹0
4.22% projected returns
Asset Allocation
Debt & Cash (100.00%)
Sector Allocation
Government
66.03%
Corporate
25.70%
Cash Equivalent
8.27%
Debt Credit Ratings
AAA
100.00%
Key Metrics
Modified Duration
5.29 yr
Average Maturity
7.59 yr
Yield to Maturity
NA
Holdings
All
Equity
Debt & Cash
Holding Name
Type
Holding Percentage
INDProtect
Fund Details
Investment Objectives
"An Open-ended Income Scheme 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 Name
Aditya Birla Sun Life Income Fund Direct Plan Dividend Payout
Scheme Document
Exit Load
After 0 Days : 0%
Plan Started
25 February, 2015
Fund Manager
Pranay Sinha
Fund House Details
Fund House
Aditya Birla Sun Life AMC Ltd
Email
NA
Phone
+912243568110/8111
Address
Aditya Birla Sun Life AMC Ltd,One India Bulls Centre ,Tower 1, 17th Flr,,Jupiter Mill Compound,841,S.B. Marg,,Elphinstone Road
Other Related Plans
| Fund Name | Plan Type | Expense Ratio | 1yr Returns |
|---|---|---|---|
| Direct | 1.13% | 7.22% | |
| Direct | 1.13% | 7.22% | |
| Direct | 1.13% | 6.77% | |
| Direct | 1.13% | 6.77% | |
| Regular | 1.88% | 6.73% | |
| Regular | 1.88% | 6.73% | |
| Regular | 1.88% | 6.30% | |
| Regular | 1.88% | 6.73% | |
| Regular | 1.88% | 6.30% |
Peer Funds
Aditya Birla Sun Life Income Fund Direct Plan D...
NAV
₹12.5245
INDmoney Analysis
Return Score
Average
Risk Score
Average
Credit Quality
High
Interest Rate Sensitivity
High
Fund is in Top 50 percent in its Category
Return score is based upon:
Benchmark out performance
Consistency of returns
Indicative yields
Fund is in Top 50 percent in its Category
Risk score is based upon:
Market sensitivity
Credit risk
Underlying maturity
Fund has high quality bonds and commercial papers
Credit Quality is based upon:
Long term credit rating
Credit rating outlook
Probability of default
Based on credit rating and modified duration of underlying instruments
Fund Managers
Pranay Sinha
leader
Work Experience
"null"
Bhupesh Bameta
leader
Work Experience
"null"
- Company
- Follow us on
- Support
- Policies