NRI from all over the world (including U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹12.14
0.32%
NAV as on 16 Jan 25, 12:00 AM
moderate risk
medium to long duration
debt
NAV as on 16 Jan 25, 12:00 AM
moderate risk
medium to long duration
debt
7.91%p.a.
Last 1Y
5.25%p.a.
Last 3Y
6.45%p.a.
Last 5Y
6.09%p.a.
Since Inception
About Aditya Birla Sun Life Income Fund Payout Inc Dist cum Cap Wdrl Plan for NRIs
NRIs can achieve long-term capital appreciation by investing in the Aditya Birla Sun Life Income Fund Payout Inc Dist cum Cap Wdrl Plan scheme from Aditya Birla Sun Life AMC Ltd. It is a Medium to Long Duration mutual fund scheme that predominantly invests in Medium to Long Duration stocks of companies. Launched on Feb 2015, Aditya Birla Sun Life Income Fund Payout Inc Dist cum Cap Wdrl Plan is Medium to Long Duration fund of its category with 2,188.77 Cr fund under management as on Jan 2025. The expense ratio of this fund is less than that of most other Fund category Medium to Long Duration funds.
- Aditya Birla Sun Life Income Fund Payout Inc Dist cum Cap Wdrl Plan delivered 7.9% annual returns during the last year. It has delivered 6.1% average annual returns since the fund was launched.
- Aditya Birla Sun Life Income Fund Payout Inc Dist cum Cap Wdrl Plan scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in debt
Fund Objective
The objective of the scheme is 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.
Top 10 Holdings
7.34% Govt Stock 2064
21.42%
7.18% Govt Stock 2037
8.09%
7.18% Govt Stock 2033
8.08%
7.09% Govt Stock 2054
3.71%
7.25% Govt Stock 2063
3.59%
Small Industries Development Bank Of India
3.43%
7.26% Govt Stock 2033
3.06%
7.3% Govt Stock 2053
2.89%
LIC Housing Finance Ltd
2.77%
Small Industries Development Bank Of India
2.74%
Fund Managers
- Bhupesh Bameta (Aug 2020 - Present)
Key Information
View Scheme Document
Aditya Birla Sun Life Income Fund Payout Inc Dist cum Cap Wdrl Plan SIP Calculator
If invested
per month
For a period of
Investment of ₹0 could have been
₹0(+0.0%)
₹0 (+0.0%)
This Fund
₹0 (+0.0%)
Fixed Deposit
NRI Mutual Fund Tax on Aditya Birla Sun Life Income Fund Payout Inc Dist cum Cap Wdrl Plan
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Aditya Birla Sun Life Income Fund Payout Inc Dist cum Cap Wdrl Plan?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Aditya Birla Sun Life Income Fund Payout Inc Dist cum Cap Wdrl Plan
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
Similar Funds
Funds
3Y Return
ICICI Prudential Bond Fund Half Yearly Rnvstmnt of Inc Dist cum Cap Wdrl
moderate risk | debt
3.9%
ICICI Prudential Bond Fund Quarterly Rnvstmnt of Inc Dist cum Cap Wdrl
moderate risk | debt
5.1%
ICICI Prudential Bond Fund Monthly Rnvstmnt of Inc Dist cum Cap Wdrl
moderate risk | debt
6.3%
Frequently Asked Questions
Explore Other Aditya Funds
Funds
3Y Return
Aditya Birla Sun Life Liquid Payout Inc Dist cum Cap Wdrl
moderate risk | liquid
6.4%
Aditya Birla Sun Life Liquid Plan Weekly Reinvestment Inc Dist cum Cap Wdrl
moderate risk | liquid
5.6%
Aditya Birla Sun Life Liquid Plan Daily Reinvestment Inc Dist cum Cap Wdrl
moderate risk | liquid
4.6%
Copyright | 2021 @ SBNRI | All Rights Reserved