Aditya Birla Sun Life Medium Term Plan Direct Plan
The primary investment objective of the Scheme is to generate regular income through investments in debt & money market instruments in order to make regular dividend payments to unitholders & secondary objective is growth of capital.
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 Type
Open-ended
Scheme Category
Medium Duration
Benchmark Type
Crisil Short-Term Bond Index
Scheme AUM (in Crs.)
₹ 8299.1
Expense Ratio
0.91%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 249270
Min Subscription
₹ 1000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
AMC Details
Building Graph
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
Sprit Textiles Private Limited
Bond - Corporate Bond
8
Adilink Infra & Multitrading Private Limited
Bond - Corporate Bond
7
SP Imperial Star Private Limited
Bond - Asset Backed
5
RKN Retail Private Limited
Bond - Corporate Bond
4
REC LIMITED
Bond - Corporate Bond
4
RKN Retail Private Limited
Bond - Corporate Bond
3
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT
Bond - Corporate Bond
3
Sugee Builders Private Limited
Bond - Corporate Bond
3
STATE BANK OF INDIA
Bond - Corporate Bond
3
Prestige Estates Projects Limited
Bond - Corporate Bond
2
Asset Allocation(%)
Bond - Corporate Bond
87
Bond - Asset Backed
7
Cash - Commercial Paper
3
Cash - Collateral
1
Cash
1
Sector Allocation(%)
Sector
Percent
Bond - Corporate Bond
87
Bond - Asset Backed
7
Cash - Commercial Paper
3
Cash
1
Cash - Collateral
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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