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Home>Mutual Funds>Aditya Birla Sun Life Mutual Fund>Aditya Birla Sun Life Medium Term Plan IDCW Half Yearly

Aditya Birla Sun Life Medium Term Plan IDCW Half Yearly

Debt
Medium Duration
High Risk
4.72%
3Y annualised
+0.06% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 20 May 2022₹10.75
Min. SIP amountNA
Rating5
Fund size₹1,509.93Cr

Returns and rankings

Category: Debt Medium Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns7.4%4.7%4.8%7.6%
Category average6.2%5.4%6.5%NA
Rank with in category298NA
Understand terms

Holdings (73)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec11.0%
Shriram City Union Finance Ltd.FinancialDebenture6.8%
Uttar Pradesh Power Corporation LtdCapital GoodsDebenture4.7%
Mahindra Rural Housing Finance Ltd.FinancialDebenture3.3%
Tata Realty and Infrastructure Ltd.ConstructionNCD3.2%
Bharti Hexacom Ltd.
CommunicationDebenture3.2%
JM Financial Credit Solutions Ltd.FinancialDebenture3.0%
GOI
SovereignCGL2.9%
Bharti Hexacom Ltd.
CommunicationNCD2.7%
GIC Housing Finance Ltd.FinancialDebenture2.6%
See All

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.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Sunaina da Cunha
Apr 2017 - Present
View details

Education
Ms. Cunha is a B.Com (H) and MBA from FMS, Delhi.
Experience
Prior to joining Aditya Birla Sun Life Asset Management Company, she has worked with Aditya Birla Management Corporation Ltd.
Also manages these schemes

Mohit Sharma
Aug 2020 - Present
View details

Education
Mr. Sharma is B Tech (IIT - Madras) and PGDCM (IIM Calcutta).
Experience
Prior to joining Aditya Birla Sun Life AMC, he ran his own healthcare-tech business (June 2012 - May 2015). he has also worked as an Interest Rates Trader in Standard Chartered Bank (May 2007 - June 2011) and ICICI Bank Ltd (June 2006 - April 2007). He started his career in the Equity Research in Irevna Ltd (June 2005 - June 2006).
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
One India Bulls Center - Tower 1,17th Floor - Jupiter Mills Compound,841 Senapati Bhawan, Elphinstone Road, Mumbai 400013
Phone
022-43568000 / 1800-270-7000 / 1800-22-7000
Launch Date
23 Dec 1994
E-mail
NA
Website
NA
Amc Image
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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FAQs

How to Invest in Aditya Birla Sun Life Medium Term Plan IDCW Half Yearly?

You can easily invest in Aditya Birla Sun Life Medium Term Plan IDCW Half Yearly 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 Half Yearly 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 Half Yearly 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 Half Yearly provide?

The Aditya Birla Sun Life Medium Term Plan IDCW Half Yearly 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 Half Yearly?

The term Expense Ratio used for Aditya Birla Sun Life Medium Term Plan IDCW Half Yearly 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 Half Yearly is 1.57% as of 23 May 2022...

What is the AUM of Aditya Birla Sun Life Medium Term Plan IDCW Half Yearly?

The AUM, short for Assets Under Management of Aditya Birla Sun Life Medium Term Plan IDCW Half Yearly is ₹1,509.93Cr as of 23 May 2022.

How to Redeem Aditya Birla Sun Life Medium Term Plan IDCW Half Yearly?

If you want to sell your Aditya Birla Sun Life Medium Term Plan IDCW Half Yearly 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 Half Yearly?

You can select either SIP or Lumpsum investment of Aditya Birla Sun Life Medium Term Plan IDCW Half Yearly based on your investment objective and risk tolerance.

What is the NAV of Aditya Birla Sun Life Medium Term Plan IDCW Half Yearly?

The NAV of Aditya Birla Sun Life Medium Term Plan IDCW Half Yearly is ₹10.75 as of 20 May 2022.

What is the PE and PB ratio of Aditya Birla Sun Life Medium Term Plan IDCW Half Yearly?

The PE ratio ratio of Aditya Birla Sun Life Medium Term Plan IDCW Half Yearly is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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