Aditya Birla Sun Life Medium Term Plan Dividend is a Debt Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was introduced to investors on 25 Mar 2009. Maneesh Dangi, Sunaina da Cunha is the Current Fund Manager of Aditya Birla Sun Life Medium Term Plan Dividend.The fund currently has an Asset Under Management(AUM) of ₹6,007 Cr and the Latest NAV as of 10 Dec 2019 is ₹12.60.
The Aditya Birla Sun Life Medium Term Plan Dividend is rated Moderate risk. Minimum SIP Investment is 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 primary investment objective of the Scheme is to generate regular income through investments in debt & money market instruments in order to make regular dividend payments to unitholders & secondary objective is growth of capital.
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