Aditya Birla Sun Life Medium Term Plan - Direct - Dividend-0.03%

4.1%
1 Year Return
Debt
Medium Duration
3.0 star
1Y
3Y
5Y

Fund Details

Aditya Birla Sun Life Medium Term Plan - Direct - Dividend

RiskModerate
Min SIP Amount₹1000
Expense Ratio0.91%
NAV13.9 (18-Apr-2019)
Fund Started01-Jan-2013
Fund Size8,468 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Aditya Birla Sun Life Medium Term Plan - Direct - Dividend
4.1%
7.4%
9.0%
9.4%
Category Average
6.2%
7.7%
8.4%
-
Rank within category
16
15
6
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 4.1% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    Sprit Infrapower and Multiventures Pvt. Ltd.TextilesDebenture8.2%
    Adilink Infra & Multitrading Pvt. Ltd.ServicesDebenture7.0%
    ServicesDebenture5.2%
    RKN Retail Pvt. Ltd.ServicesDebenture4.0%
    FinancialDebenture3.7%
    RKN Retail Pvt. Ltd.ServicesDebenture3.4%
    National Bank For Agriculture & Rural DevelopmentFinancialDebenture3.0%
    Adani Rail Infra Pvt. Ltd.ServicesDebenture2.6%
    State Bank of IndiaFinancialDebenture2.5%
    Prestige Estates Projects Ltd.ConstructionDebenture2.4%
    See All

    Fund Managers

    addSunaina da Cunha
    Education
    Ms. Cunha is a B.Com (H) and MBA from FMS, Delhi.
    Experience
    Prior to joining Birla Sun Life Asset Management Company, she has worked with Aditya Birla Management Corporation Ltd.
    Funds Managed
    addManeesh Dangi
    Education
    Mr. Dangi is an MBA and FRM.
    Experience
    Prior to joining Birla Sun Life Asset Management Company he has worked with Pioneer Investcorp.
    Funds Managed

    About Aditya Birla Sun Life Mutual Fund

    Birla Sun Life Mutual Fund started their mutual fund on 23/12/1994 and its managing total assets of ₹2,24,938 Cr. Its ranked at 4 as per total assets at end of 30th Sep 2017.

    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.

    Address
    One India Bulls Centre ,Tower 1, 17th Flr, Jupiter Mill Compound,841,S.B. Marg,Elphinstone Road Mumbai 400 013
    Phone
    022 43568000
    Launch Date
    22 Dec 1994
    Aditya Birla Sun Life Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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