|Min SIP Amount||₹1000|
|NAV||₹22.58 (12 Aug 2020)|
|Fund Started||25 Mar 2009|
|Fund Size||₹2,060 Cr|
|Shriram City Union Finance Ltd.||Financial||Debenture||5.6%|
|L&T Infrastructure Finance Co. Ltd.||Financial||Debenture||5.4%|
|Shriram Transport Finance Co. Ltd.||Financial||Debenture||4.7%|
|Uttar Pradesh Power Corporation Ltd||Engineering||Debenture||4.5%|
|Uttar Pradesh Power Corporation Ltd||Engineering||Debenture||4.3%|
|National Bank For Agriculture & Rural Development||Financial||Bonds/NCD||2.8%|
|Mangalore Refinery & Petrochemicals Ltd.||Energy||Debenture||2.5%|
Aditya Birla Sun Life Medium Term Plan Growth is a Debt Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 25 Mar 2009. Maneesh Dangi, Sunaina da Cunha is the Current Fund Manager of Aditya Birla Sun Life Medium Term Plan Growth fund.The fund currently has an Asset Under Management(AUM) of ₹2,060 Cr and the Latest NAV as of 12 Aug 2020 is ₹22.58.
The Aditya Birla Sun Life Medium Term 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.
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.
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.