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 Fund TR INR |
| Expense Ratio | 1.02% |
| Min subscription | ₹ 1,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 5,098 |
| AMC AUM (in Crs.) | ₹ 2,49,270 |
| Min Addition Subscription | ₹ 1,000 |
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 7.7% | |
| 1000 | 1000 | 4.37% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| SP Imperial Star Private Limited | Bond - Asset Backed | 9 |
| Air India Assets Holding Limited | Bond - Corporate Bond | 5 |
| Clearing Corporation Of India Limited | Cash - Collateral | 4 |
| Power Finance Corporation Ltd. | Bond - Corporate Bond | 4 |
| Adani Transmission Limited | Bond - Corporate Bond | 3 |
| GOVT STOCK | Bond - Gov't Treasury | 3 |
| REC LIMITED | Bond - Corporate Bond | 3 |
| 7.72% GS 2025 | Bond - Gov't Treasury | 3 |
| 06.70 TN SDL 2024 | Bond - Gov't Treasury | 3 |
| Rural Electrification Corporation Limited | Bond - Corporate Bond | 2 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Bond - Corporate Bond | 70 |
| Bond - Gov't Treasury | 15 |
| Bond - Asset Backed | 9 |
| Cash - Collateral | 4 |
| Cash | 2 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Bond - Corporate Bond | 70 |
| Bond - Gov't Treasury | 15 |
| Bond - Asset Backed | 9 |
| Cash - Collateral | 4 |
| Cash | 2 |
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.
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AddressCalculate Returns
Investment DurationYears6Months0
Investment Amount₹ 10000
Return Amount₹ 4185
Return Rate6 %
Duration6y 0m