Aditya Birla Sun Life Medium Term Plan - Growth

NORMAL RISK
Debt
Debt: Medium Duration
6M returns
7.27 %
Current NAV
38.57
1M3M6M1Y3Y5YALL
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Min. SIP
1000
AUM
₹ 2144.5 Cr

Return Calculator

Amount per month1,000
Over the past
1Y
3Y
5Y
Return amount NA
Total Investment
12,000

Investment distribution

GOI42.9 %
Small Industries4.7 %
Others4.1 %
Nuvama Wealth Finance3.7 %
Narayana Hrudayalaya2.8 %
Vedanta2.8 %

Fund Manager

SD
Sunaina da Cunha
MS
Mohit Sharma
DJ
Dhaval Joshi

Fund Information

Launched
18 Jul 2010(14 years ago)
Expense ratio1.56%
Exit LoadFor units in excess of 15% of the investment, exit load of 2% if redeemed within 1 year, 1% if redeemed after 1 year but within 2 years.
Benchmark index
CRISIL Medium Duration Debt A-III Index100%
CRISIL Medium Duration Debt C-III Index100%

Fund Objective

The Scheme seeks to generate regular income and capital appreciation by predominantly investing in a portfolio of debt securities with medium term maturity.

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