Fund Details
Aditya Birla Sun Life Medium Term Plan Growth
| Risk | High |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 1.59% |
| NAV | ₹24.70 (23 Jul 2021) |
|---|---|
| Fund Started | 25 Mar 2009 |
| Fund Size | ₹1,716 Cr |
Returns
Comparison
1. Age is more than 10 years
2. 1Y Returns are higher than the category average returns
1. Higher expense ratio - 1.59%
2. 3Y Returns are lower than the category average returns
3. 5Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Tamilnadu State | Others | SDL | 6.2% |
| Shriram City Union Finance Ltd. | Financial | Debenture | 5.9% |
| Uttar Pradesh Power Corporation Ltd | Engineering | Debenture | 5.5% |
| Uttar Pradesh Power Corporation Ltd | Engineering | Debenture | 3.7% |
| LIC Housing Finance Ltd. | Financial | Debenture | 3.2% |
| Embassy Office Parks REIT | Construction | Debenture | 2.9% |
| Mahindra Rural Housing Finance Ltd. | Financial | Debenture | 2.9% |
| GOI | Sovereign | CGL | 2.9% |
| JM Financial Credit Solutions Ltd. | Financial | Debenture | 2.6% |
| L&T Infrastructure Finance Co. Ltd. | Financial | Debenture | 2.4% |
Fund Managers
Aditya Birla Sun Life Medium Term Plan Growth Details
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 ₹1,716 Cr and the Latest NAV as of 23 Jul 2021 is ₹24.70.
The Aditya Birla Sun Life Medium Term Plan Growth is rated High 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 Scheme seeks 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.
