Aditya Birla Sun Life Medium Term Plan - Direct Plan
The investment objective of the Scheme is to generate regular income and capital appreciation by predominantly investing in a portfolio of debt securities with medium term maturity.
Suitability
This product is suitable for investors who are seeking
• income with capital growth over medium to long term
• investments in debt and money market instruments
Fund Info
| Scheme Class | Debt |
| Scheme Category | Medium Duration |
| Benchmark Type | Crisil Short-Term Bond Index |
| Expense Ratio | 1.01% |
| Min subscription | ₹ 1,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 6,590 |
| AMC AUM (in Crs.) | ₹ 2,49,270 |
| Min Addition Subscription | ₹ 1,000 |
Performance
Comparison
Portfolio
AMC Details
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 7.76% | |
| 1000 | 1000 | 4.55% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| Sprit Textiles Private Limited | Bond - Corporate Bond | 10 |
| Adilink Infra & Multitrading Private Limited | Bond - Corporate Bond | 9 |
| SP Imperial Star Private Limited | Bond - Asset Backed | 6 |
| 7.26% Govt Stock 2029 | Bond - Gov't Treasury | 6 |
| REC LIMITED | Bond - Corporate Bond | 5 |
| Sugee Builders Private Limited | Bond - Corporate Bond | 3 |
| Prestige Estates Projects Limited | Bond - Corporate Bond | 3 |
| Adani Transmission Limited | Bond - Corporate Bond | 3 |
| Rural Electrification Corporation Limited | Bond - Corporate Bond | 2 |
| INDIAN RAILWAY FINANCE CORPORATION LIMITED | Bond - Corporate Bond | 2 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Bond - Corporate Bond | 79 |
| Bond - Gov't Treasury | 10 |
| Bond - Asset Backed | 7 |
| Cash - Collateral | 2 |
| Equity | 1 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Bond - Corporate Bond | 79 |
| Bond - Gov't Treasury | 10 |
| Bond - Asset Backed | 7 |
| Cash - Collateral | 2 |
| Cash | 1 |
Birla Sun Life Mutual Fund
AUM
₹2,49,270 Cr
About
Aditya Birla Sun Life Mutual Funds is one of the best and biggest asset management companies in India. It has a strong presence across the financial industry and has more than 16,000 employees working under it.##They have four main visions that they aspire to achieve. The first being a leader in the mutual fund industry, rather than just being another competitor. The second is to be a role model by being the best in whatever they do. The third is to be a broad-based player to meet all the needs of their customers and the last is to become an integrated player to garner a competitive edge in the market.##Aditya Birla Sun Life Mutual Fund offers various mutual fund schemes across various categories and sub- categories. An investor can choose the particular fund he/she wants to invest in based on their financial goals.
Email
connect@birlasunlife.com
Phone
1800 22 7000
Address
One India Bulls Centre , Tower 1,,17th Floor, Jupiter Mill Compound,,841, Senapati Bapat Marg,,Elphinstone Road,, Mumbai - 400 013
Birla Sun Life Mutual Fund
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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