| NAV: 20 May 2022 | ₹12.96 |
| Min. SIP amount | NA |
| Rating | 5 |
| Fund size | ₹1,509.93Cr |
Returns and rankings
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 7.4% | 4.7% | 4.8% | 7.6% |
| Category average | 6.2% | 5.4% | 6.5% | NA |
| Rank with in category | 2 | 9 | 8 | NA |
Holdings (73)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
GOI | Sovereign | GOI Sec | 11.0% |
| Shriram City Union Finance Ltd. | Financial | Debenture | 6.8% |
| Uttar Pradesh Power Corporation Ltd | Capital Goods | Debenture | 4.7% |
| Mahindra Rural Housing Finance Ltd. | Financial | Debenture | 3.3% |
| Tata Realty and Infrastructure Ltd. | Construction | NCD | 3.2% |
Bharti Hexacom Ltd. | Communication | Debenture | 3.2% |
| JM Financial Credit Solutions Ltd. | Financial | Debenture | 3.0% |
GOI | Sovereign | CGL | 2.9% |
Bharti Hexacom Ltd. | Communication | NCD | 2.7% |
| GIC Housing Finance Ltd. | Financial | Debenture | 2.6% |
Expense ratio, exit load and tax
Expense ratio: 1.57%
Inclusive of GST
Exit load
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.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.
Minimum investment amounts
| Min. for 1st investment | NA |
| Min. for 2nd investment onwards | NA |
| Min. for SIP | NA |
Fund management
Sunaina da CunhaApr 2017 - PresentView details
Mohit SharmaAug 2020 - PresentView details
Fund house & investment objective
Fund house contact details
Compare funds
FAQs
How to Invest in Aditya Birla Sun Life Medium Term Plan IDCW?
You can easily invest in Aditya Birla Sun Life Medium Term Plan IDCW in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:
- Log on to your Groww account
- Search for Aditya Birla Sun Life Medium Term Plan IDCW from the search box
- In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
- Once you are done with that, you can start investing in Aditya Birla Sun Life Medium Term Plan IDCW as SIP or lumpsum as per your investment objective and risk tolerance
What kind of returns does Aditya Birla Sun Life Medium Term Plan IDCW provide?
The Aditya Birla Sun Life Medium Term Plan IDCW has been there from 25 Mar 2009 and the average annual returns provided by this fund is 7.43% since its inception.
How much expense ratio is charged by Aditya Birla Sun Life Medium Term Plan IDCW?
The term
Expense Ratio used for Aditya Birla Sun Life Medium Term Plan IDCW or any other mutual fund is the annual
charges one needs to pay to the Mutual Fund company for managing your investments in that fund.
The Expense Ratio of Aditya Birla Sun Life Medium Term Plan IDCW is 1.57% as of 23 May 2022...
What is the AUM of Aditya Birla Sun Life Medium Term Plan IDCW?
The AUM, short for Assets Under Management of Aditya Birla Sun Life Medium Term Plan IDCW is ₹1,509.93Cr as of 23 May 2022.
How to Redeem Aditya Birla Sun Life Medium Term Plan IDCW?
If you want to sell your Aditya Birla Sun Life Medium Term Plan IDCW holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.
Can I invest in SIP and Lump Sum of Aditya Birla Sun Life Medium Term Plan IDCW?
What is the NAV of Aditya Birla Sun Life Medium Term Plan IDCW?
The NAV of Aditya Birla Sun Life Medium Term Plan IDCW is ₹12.96 as of 20 May 2022.
