Aditya Birla SL Income Fund - Dir (G) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Aditya Birla SL Income Fund - Dir (G) (16803) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Aditya Birla SL Income Fund - Dir (G)
Aditya Birla Sun Life AMC Ltd
An Open-ended income scheme with the objective to generate consistent income through superior yields on its investments at moderate levels of risk through a diversified investment approach.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Moderate Returns
Risk
Moderate Risk
Expenses
Low Expense Ratio
Portfolio Mix
Debt Focused
Management
Experienced Team
Quality Score
Average Quality
Aditya Birla SL Income Fund - Dir (G) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
Alpha Generation
Outperformance vs benchmark
Management Stability
Fund manager experience
1-Year Returns
Recent performance momentum
Cost Efficiency
Fund management costs
Risk Assessment
Risk-adjusted returns
Long-term Track Record
Historical performance consistency
Fund Size
Assets under management
Equity Exposure
Market exposure level
Investment Timing Insights
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Your Investment
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Industry | % Assets |
|---|---|---|
| GSEC2064 | Govt. Securities | 19.23% |
| Tata Cap.Hsg. | Debt Others | 8.60% |
| Housing & Urban Development Corporation Ltd | Finance - Term-Lending Institutions | 7.30% |
| GSEC2063 | Govt. Securities | 6.14% |
| GSEC2038 | Govt. Securities | 5.17% |
| Power Grid Corporation of India Ltd | Power Generation And Supply | 4.87% |
| Bajaj Finance Ltd | Finance - Large | 4.74% |
| GSEC2039 | Govt. Securities | 4.54% |
| GSEC2034 | Govt. Securities | 3.43% |
| REC Ltd | Finance - Term-Lending Institutions | 2.98% |
Compare against Medium to Long Duration Fund category average
Performance Summary
This comparison shows how the fund performs relative to the Medium to Long Duration Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Medium to Long Duration Fund category
Aditya Birla SL Income Fund - Dir (G) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Aditya Birla SL Income Fund (G) | ₹126.94 | 2.86% | 5.71% | 6.60% |
| Nippon India Medium to Long Duration Fund - Dir (G) | ₹101.40 | 2.79% | 5.88% | 7.64% |
| Nippon India Medium to Long Duration Fund - (G) | ₹90.45 | 2.36% | 4.99% | 6.67% |
| Kotak Bond Fund - Direct (G) | ₹87.52 | 3.40% | 6.55% | 7.75% |
| UTI-Medium to Long Duration Fund - Direct (G) | ₹80.94 | 3.41% | 6.77% | 7.17% |
| LIC MF Medium to Long Duration Fund-Dir (G) | ₹79.09 | 3.89% | 7.72% | 7.97% |
| Kotak Bond Fund - Regular (G) | ₹77.73 | 2.90% | 5.53% | 6.62% |
Category Average Returns
Bhupesh Bameta
A seasoned investment professional with over 13 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.