Aditya Birla Sun Life Medium Term Plan IDCW Quarterly

Debt
Medium Duration
Moderately High Risk
13.18%
3Y annualised
-0.02% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 06 Dec 2022₹12.44
Min. SIP amountNot Supported
Rating5
Fund size₹1,636.57Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Debt Medium Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns24.6%13.2%7.8%8.7%
Category average3.7%5.2%5.6%NA
Rank with in category111NA
Understand terms

Holdings (57)

NameSectorInstrumentAssets
GOISovereignGOI Sec10.8%
Shriram City Union Finance Ltd.FinancialDebenture6.3%
Axis Bank Ltd.
FinancialCD4.4%
Mahindra Rural Housing Finance Ltd.FinancialDebenture3.1%
Canara Bank
FinancialCD3.1%
Indian Bank
FinancialCD3.1%
Kotak Mahindra Bank Ltd.
FinancialCD3.0%
Tata Realty and Infrastructure Ltd.ConstructionNCD2.9%
Bharti Hexacom Ltd.
CommunicationDebenture2.9%
JM Financial Credit Solutions Ltd.FinancialDebenture2.7%
See All

Expense ratio, exit load and tax

Expense ratio: 1.51%

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 investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

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
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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