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Aditya Birla Sun Life Medium Term Plan Segregated Portfolio 1 Direct Growth
Debt
Medium Duration
Moderately High Risk
NAV: 30 Sep '22
₹0.57
Min. SIP amount
Not Supported
Fund size
₹130.72 Cr
Expense ratio
0.82%
Minimum investments
Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported
Returns and rankings
Annualised returns
Absolute returns
| Name | 1M | 3M | 6M | All |
|---|---|---|---|---|
| Fund returns | -- | -- | -- | -- |
| Category average (Debt Medium Duration) | -- | -- | -- | -- |
| Rank (Debt Medium Duration) | -- | -- | -- | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed as per your Income Tax slab.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Aditya Birla Sun Life Medium Term Plan Direct Growth | +13.18% | +10.71% | 2,904.91 | |
HDFC Medium Term Debt Fund Direct Growth | +7.96% | +8.03% | 3,842.12 | |
DSP Bond Direct Growth | +7.50% | +7.62% | 314.47 | |
Invesco India Medium Duration Fund Direct Growth | +7.04% | +7.51% | 175.91 | |
Bandhan Medium Duration Fund Direct Growth | +6.88% | +7.38% | 1,393.38 | |
| Compare | ||||
Fund management
SDCSunaina da CunhaNov 2019 - PresentView details
SDC
Sunaina da Cunha
Nov 2019 - Present
View details
MSMohit SharmaAug 2020 - PresentView details
MS
Mohit Sharma
Aug 2020 - Present
View details
About Aditya Birla Sun Life Medium Term Plan Segregated Portfolio 1 Direct Growth
Aditya Birla Sun Life Medium Term Plan Segregated Portfolio 1 Direct Growth is a Debt Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 23 Dec 1994. Sunaina da Cunha is the Current Fund Manager of Aditya Birla Sun Life Medium Term Plan Segregated Portfolio 1 Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹4,30,736 Cr and the Latest NAV as of 30 Sep 2022 is ₹0.57.
The Aditya Birla Sun Life Medium Term Plan Segregated Portfolio 1 Direct Growth is rated Moderately High risk.
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Investment Objective
The Scheme seeks to generate regular income and capital appreciation by predominantly investing in a portfolio of debt securities with medium term maturity.
Fund benchmarkCRISIL Medium Duration Debt A-III Index
Fund house
Rank (total assets)#4 in India
Total AUM₹4,30,735.61 Cr
Date of Incorporation23 Dec 1994
Launch Date23 Dec 1994
AddressOne World Center, Tower 1, 17th Floor, Jupiter Mill CompoundSenapati Bapat Marg, Elphinstone Road Mumbai 400013
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,