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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
Expense Ratio	1.02%
Min subscription	₹ 1,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 1,856
AMC AUM (in Crs.)	₹ 2,49,270
Min Addition Subscription	₹ 1,000

Benchmark Type

CRISIL Short Term Bond Fund TR INR

Exit Load

Exit load of 2.0%, if redeemed between (0-1) years. Exit load of 1.0%, if redeemed between (1-2) years. No Exit load, if redeemed after 2 years.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Indiabulls Income Fund - Direct Plan	1000	1000	9.44%
DSP Bond Fund - Direct Plan	1000	1000	5.36%

Top 10 Holdings

Company	Holding Type	Asset(%)
5.77% GOI 2030	Bond - Gov't Treasury	9
Shriram - City Union Finance Limited	Bond - Corporate Bond	6
L&T Infrastructure Finance Company Limited	Bond - Corporate Bond	6
Shriram Transport Finance Company Limited	Bond - Corporate Bond	5
U.P. Power Corporation Limited	Bond - Corporate Bond	5
REC Limited	Bond - Corporate Bond	5
U.P. Power Corporation Limited	Bond - Corporate Bond	5
LIC Housing Finance Limited	Bond - Corporate Bond	3
8.15% Govt Stock 2026	Bond - Gov't Treasury	3
Embassy Office Parks REIT	Bond - Corporate Bond	3

Asset Allocation(%)

Asset	Percent
Bond - Corporate Bond	80
Bond - Gov't Treasury	15
Equity	2
Cash - Collateral	2
Cash	1

Sector Allocation(%)

Sector	Percent
Bond - Corporate Bond	80
Bond - Gov't Treasury	15
Industrials	2
Cash - Collateral	2
Cash	1

Fund Manager

Sunaina Cunha

3+ years of experience

Mohit Sharma

0+ years of experience

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.

connect@birlasunlife.com

Phone

1800 22 7000

Address

Aditya Birla Sun Life AMC Ltd,One India Bulls Centre ,Tower 1, 17th Flr,,Jupiter Mill Compound,841,S.B. Marg,,Elphinstone Road, Mumbai - 400 093

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m