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.)
₹ 8467.94
Expense Ratio
0.91%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 249270
Min Subscription
₹ 1000
Min Addition Subscription
₹ 1000
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Medium Duration |
| Benchmark Type | Crisil Short-Term Bond Index |
| Scheme AUM (in Crs.) | ₹ 8467.94 |
| Expense Ratio | 0.91% |
| Scheme Class | Debt |
| AMC AUM (in Crs.) | ₹ 249270 |
| Min Subscription | ₹ 1000 |
| Min Addition Subscription | ₹ 1000 |
Performance
Comparison
Portfolio
AMC Details
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
Sprit Infrapower and Multiventures Pvt. Ltd.
Debenture
5.95
Adilink Infra & Multitrading Pvt. Ltd.
Debenture
4.66
Adani Infra (India) Ltd.
Debenture
4.53
SP Imperial Star Pvt. Ltd.
Debenture
3.86
Piramal Enterprises Ltd.
Debenture
3.46
Wadhawan Global Capital Pvt Ltd.
Debenture
2.94
RKN Retail Pvt. Ltd.
Debenture
2.65
RKN Retail Pvt. Ltd.
Debenture
2.27
Indiabulls Infraestates Ltd.
SO
2.14
Adani Transmission Ltd.
Debenture
2.02
Asset Allocation(%)
Debenture
73.41
CBLO
5.67
Structured Obligation
5.20
Certificate of Deposit
3.03
Bonds
2.72
Sector Allocation(%)
Sector
Percent
Construction
0.40
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.
Launch Date
23 Dec 1994
Sponsor
NA
Email
care.mutualfunds@adityabirlacapital.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
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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