Birla Sun Life Income Plus (Debt, Mip)

Moderate
22 yrs 7 monthsStarted on:21 Oct 1995
₹ 1468.58 Cras on: 20 Apr 2018
Mid Term & Long Horizon
1.48%
Income Generation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

The scheme seeks to generate consistent income through superior yields on its investment at relatively moderate levels of risk through a diversified investment approach.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
1 Month0.02
1 YR2.46
2 YR6.01
3 YR5.98

SIP Returns

TenureReturns (CAGR)
2 YR2.39
3 YR4.79
5 YR6.63
10 YR7.45

Portfolio

Company Name% Assets
GOI 08/01/2028 7.17%37.6
GOI 11/06/2022 8.15%5.26
National Bank For Agriculture & Rural Development 16/03/2028 8.20%5.26
National Bank For Agriculture & Rural Development 08/06/2020 7.04%5.1
LIC Housing Finance Ltd. 15/10/2018 7.06%5.09
GOI 17/09/2031 6.68%4.32
Reliance Ports and Terminals Ltd 18/11/2026 7.90%3
HDB Financial Services Ltd. 29/06/2020 7.80%2.71
GOI 19/12/2022 6.84%2.17
Karnataka State 20/03/2023 8.65%2.11

Top Sectoral Holdings

Sector Name% Assets
Automobile1.56
Services0.64

Indicators

LabelValue
Standard Deviation5.51%
Beta1.6%
Sharpe Ratio0.38

Pranay Sinha,Ashish Kela

Mr. Sinha has done B.Tech in Aerospace Engg. from IIT Kharagpur and PGDM with Major in Finance from IIM Calcutta.Mr. Kela is Bachelor of Technology- IIT Bombay and CFA
Prior to joining BSLAMC , he has worked with BNP Paribas Bank (October 2010 - August,2014) , Morgan Stanley Investment Management Pvt. Ltd. (March 2008 - October 2010) and ICICI Prudential Asset Management Co. Ltd. ( October 2005 - March 2008).Prior to joining Birla Sun Life Mutual Fund, he was working with Nomura Structured Finance as Structuring Credit Derivatives. He started his Career as Analyst in Lehman Brothers..

Other Funds Managed by Pranay Sinha,Ashish Kela

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