Aditya Birla Sun Life Medium Term Plan - Direct Plan

Scheme Type
Open-ended
Scheme Category
Credit Opportunities
Benchmark Type
Crisil Short-Term Bond Index
Scheme AUM (in Crs.)
₹ 11427.05
Expense Ratio
0.91%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 249270
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
23.3169
(-0.04 %)
NAV as on 2018-11-16
Returns
Fund
Aditya Birla Sun Life Medium Term Plan - Direct Plan
1 Year
5.05%
3 Year
8.23%
5 Year
9.7%
AMC Details
amc launch date
Launch Date
23 Dec 1994
amc sponsor
Sponsor
NA
amc email
Email
connect@birlasunlife.com
amc phone
Phone
022 - 43568000
amc address
Address
One India Bulls Centre ,Tower 1, 17th Flr, Jupiter Mill Compound, 841, S.B. Marg, Elphinstone Road Mumbai 400013
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderate
Exit Load
Exit load of 1% if units in excess of 15% are redeemed or switched-out within 1 year
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
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. The Fund intends to optimise returns by keeping its portfolio duration between 1 year to 5 years. At anytime the maturity of the portfolio will be governed by the fund manager's perception of the interest rate scenario prevailing in the economy.
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
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,089
Portfolio Value
89
Total Returns