Aditya Birla Sun Life Medium Term Direct Plan Growth+0.06%

2
-2.35%
1 Year Return
Debt
Medium Duration
2.0star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Medium Term Direct Plan Growth

RiskModerate
Min SIP Amount₹1000
Expense Ratio0.05%
NAV23.46 (03 Jul 2020)
Fund Started01 Jan 2013
Fund Size2,065 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Aditya Birla Sun Life Medium Term Direct Plan Growth
-2.4%
2.8%
5.9%
7.7%
Category Average
5.4%
5.2%
6.7%
-
Rank within category
15
14
13
-
*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
    0
    with -2.4% annual returns

    Comparison

    Data not available
    Pros
    1. Lower expense ratio - 0.05%
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. 1Y Returns are lower than the category average returns
    3. 3Y Returns are lower than the category average returns
    4. 5Y Returns are lower than the category average returns

    Top Holdings

    NameSectorInstrument% Assets
    Shriram City Union Finance Ltd.FinancialDebenture5.5%
    L&T Infrastructure Finance Co. Ltd.FinancialDebenture5.4%
    Shriram Transport Finance Co. Ltd.FinancialDebenture4.7%
    GOISovereignGOI Sec4.7%
    Uttar Pradesh Power Corporation LtdEngineeringDebenture4.4%
    REC Ltd.FinancialDebenture4.3%
    Uttar Pradesh Power Corporation LtdEngineeringDebenture4.1%
    Sterling and Wilson Solar Ltd.ConstructionDebenture3.1%
    National Bank For Agriculture & Rural DevelopmentFinancialBonds/NCD3.0%
    GOISovereignGOI Sec3.0%
    See All

    Fund Managers

    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
    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

    Aditya Birla Sun Life Medium Term Direct Plan Growth Details

    Aditya Birla Sun Life Medium Term Direct Plan Growth is a Debt Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Maneesh Dangi, Sunaina da Cunha is the Current Fund Manager of Aditya Birla Sun Life Medium Term Direct Plan Growth fund.The fund currently has an Asset Under Management(AUM) of ₹2,065 Cr and the Latest NAV as of 03 Jul 2020 is ₹23.46.

    The Aditya Birla Sun Life Medium Term Direct Plan Growth is rated Moderate risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 1000. For units in excess of 15% of the investment, exit load of 2% if redeemed within 1 year, 1% if redeemed after 1 year but within 2 years.

    Investment Objective

    The investment objective of the Scheme is to generate regular income and capital appreciation by predominantly investing in a portfolio of debt securities with medium term maturity.

    Tax Implications

    Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

    Scheme Information Document(SID)

    ₹1000
    Min for First Investment
    ₹1000
    Min for Second Investment
    For units in excess of 15% of the investment, exit load of 2% if redeemed within 1 year, 1% if redeemed after 1 year but within 2 years.
    Exit Load

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    About Aditya Birla Sun Life Mutual Fund

    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
    23 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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