| Inception Date | 22 May 2004 |
| Category | Hybrid Hybrid Debt |
| Type | Open Ended Fund |
| Benchmark | Hybrid Debt Peer Index |
| Category Rank | 4 th in Hybrid Debt Hybrid |
| Formerly known as Aditya Birla Sun Life MIP II - Wealth 25 Plan | |
| Min Investment Amount | ₹1,000 |
| Min SIP Investment | ₹500 |
| Alpha | 0.8 |
| Expense Ratio | 1.9% |
| Sharpe Ratio | 0.4 |
| Information Ratio | -0.1 |
| Exit Load | 0-365 Days (1%),365 Days and above(NIL) |
Note: Data shown as on : 31 Jul 2025
Return
| 1 Month | 3 Month | 6 Month | 1 Year | 3 Year |
| -0.4% | 0.7% | 6.3% | 6.7% | 9.0% |
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis.
Past Return (Absolute)
| 2024 | 2023 | 2022 | 2021 | 2020 |
| 10.5% | 9.6% | 5.3% | 13.4% | 9.2% |
Investors understand that their principal will be at Moderately High risk