Average of the yearly returns of a mutual fund over a given period.
Absolute returns
The total return of a mutual fund over a given period.
Returns and rankings
Annualised returns
Absolute returns
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1M
3M
6M
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Fund returns
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Category average (Debt Medium Duration)
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Rank (Debt Medium Duration)
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Understand terms
Expense ratio
A fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company's fund assets used for administrative, management, advertising, and other expenses.
Tax
A percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit load
A fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp duty
A form of tax payable for the purchase or sale of an asset or security.
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.
Fund management
SDC
Sunaina da Cunha
Nov 2019 - Present
View details
Education
Ms. Cunha is a B.Com (H) and MBA from FMS, Delhi.
Experience
Prior to joining Aditya Birla Sun Life Asset Management Company, she has worked with Aditya Birla Management Corporation Ltd.
Mr. Sharma is B Tech (IIT - Madras) and PGDCM (IIM Calcutta).
Experience
Prior to joining Aditya Birla Sun Life AMC, he ran his own healthcare-tech business (June 2012 - May 2015). he has also worked as an Interest Rates Trader in Standard Chartered Bank (May 2007 - June 2011) and ICICI Bank Ltd (June 2006 - April 2007). He started his career in the Equity Research in Irevna Ltd (June 2005 - June 2006).
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 ₹4,43,789 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