Aditya Birla Sun Life Medium Term Direct Plan Growth+0.03%

2Groww
4.91%
1 Year Return
Debt
Medium Duration
2.0 star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Medium Term Direct Plan Growth

RiskModerate
Min SIP Amount₹1000
Expense Ratio1.00%
NAV24.4 (23 Aug 2019)
Fund Started01 Jan 2013
Fund Size6,798 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Aditya Birla Sun Life Medium Term Direct Plan Growth
4.9%
7.0%
8.7%
9.4%
Category Average
5.1%
6.3%
7.7%
-
Rank within category
12
12
9
-
*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 4.9% annual returns

    Comparison

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

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    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

    Other 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 introduced 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.The fund currently has an Asset Under Management(AUM) of ₹6,798 Cr and the Latest NAV as of 23 Aug 2019 is ₹24.4.

    The Aditya Birla Sun Life Medium Term Direct Plan Growth is rated Moderate risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 1000. Exit load of 1% if units in excess of 15% are redeemed or switched-out within 1 year.

    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
    Exit load of 1% if units in excess of 15% are redeemed or switched-out within 1 year
    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
    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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