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Aditya Birla Sun Life Income Fund (Discipline Advantage Plan)

Aditya Birla Sun Life · Sectoral
Very High
₹30.02
Current NAV
20 Sep 2024
8.4%
1Y Return
5.4%
3Y CAGR
6.8%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.93%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.73).
  • Generates significant excess returns relative to benchmark index (Alpha: 2.73).
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: Very High Risk
Low Moderate High Very High
Risk Metrics
1.73
Sharpe Ratio
1.33
Beta
2.73
Alpha
1.95
Sortino
Fund Details
Fund House Aditya Birla Sun Life
Category Sectoral
AUM ₹9780 Cr
Expense Ratio 0.93%
Min SIP ₹500
Min Lumpsum ₹1000
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