Aditya Birla SL Monthly Income Fund (Hybrid, Debt-oriented)

20 yrs 4 monthsStarted on:14 Jul 1999
₹ 251.77 Cras on: 01 Jun 2018
Medium Horizon
Capital Growth and Income

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

The fund seeks to generate regular income and long term capital growth through fixed income securities, money market instruments, cash and cash equivalents and a small exposure to the equity market.

Exit Load

Scheme Documents

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TenureReturns (CAGR)
3 Month0.39
1 YR5.46
2 YR8.42
3 YR7.68

SIP Returns

TenureReturns (CAGR)
1 YR3.26
2 YR5.42
3 YR7.06
5 YR8.61
10 YR8.96


Company Name% Assets
Punjab State 14/03/2021 7.62%33.51
Punjab State 7.62%17.74
ONGC Petro Additions Ltd. 18/05/2020 7.68%9.81
SP Imperial Star Pvt. Ltd. 23/03/20227.01
Sterlite Power Grid Ventures Ltd. 15/04/2019 9.75%3.93
IRB InvIT Fund1.02
Power Finance Corpn. Ltd. 29/06/2021 9.61%0.29
Magnasound India Ltd0

Top Sectoral Holdings

Sector Name% Assets


Portfolio turnover ratio186
Standard Deviation3.98%
Sharpe Ratio0.26

Sunaina da Cunha

Ms. Cunha is a B.Com (H) and MBA from FMS, Delhi.
Prior to joining Birla Sun Life Asset Management Company, she has worked with Aditya Birla Management Corporation Ltd.

Other Funds Managed by Sunaina da Cunha