Aditya Birla Sun Life MIP II Savings 5 Plan Growth-0.03%

3Groww
4.95%
1 Year Return
Hybrid
Conservative
3.0 star
6M
1Y
3Y
5Y

Fund Details

Aditya Birla Sun Life MIP II Savings 5 Plan Growth

RiskModerate
Min SIP AmountNot Supported
Expense Ratio2.05%
NAV33.5 (01 Jun 2018)
Fund Started01 May 2004
Fund Size298 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Aditya Birla Sun Life MIP II Savings 5 Plan Growth
5.0%
7.9%
9.0%
NA
Category Average
3.9%
5.2%
3.8%
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 5.0% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. 5Y Returns are higher than the benchmark
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk is higher compared to the benchmark
    3. Higher expense ratio
    4. 1Y Returns are lower than the benchmark
    5. 3Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    SP Imperial Star Pvt. Ltd.ServicesDebenture10.1%
    RKN Retail Pvt. Ltd.ServicesDebenture9.8%
    IL&FS Tamil Nadu Power Company Ltd.EngineeringDebenture8.6%
    REC Ltd.FinancialDebenture8.3%
    Power Finance Corpn. Ltd.FinancialDebenture8.2%
    Sterlite Power Grid Ventures Ltd.EngineeringDebenture6.8%
    Piramal Enterprises Ltd.HealthcareDebenture5.6%
    Adani Power Ltd.EngineeringDebenture5.6%
    SD Corporation Pvt Ltd.ConstructionDebenture5.0%
    Hero Realty Ltd.ConstructionDebenture4.8%
    See All

    Fund Managers

    Other Details

    Aditya Birla Sun Life MIP II Savings 5 Plan Growth is a Hybrid Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was introduced to investors on 01 May 2004. Sunaina da Cunha is the Current Fund Manager of Aditya Birla Sun Life MIP II Savings 5 Plan Growth.The fund currently has an Asset Under Management(AUM) of ₹298 Cr and the Latest NAV as of 01 Jun 2018 is ₹33.5.

    The Aditya Birla Sun Life MIP II Savings 5 Plan Growth is rated Moderate risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 1000. Exit load of 1% if redeemed within 730 days..

    Investment Objective

    The scheme aims at long term capital appreciation by investing in a judicious mix of high quality fixed income securities and small portion in equity.

    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
    Exit load of 1% if redeemed within 730 days.
    Exit Load

    Compare Funds

    Aditya Birla Sun Life MIP II Savings 5 Plan Growth
    VS
    search

    About Aditya Birla Sun Life Mutual Fund

    Address
    One India Bulls Centre ,Tower 1, 17th Flr, Jupiter Mill Compound,841,S.B. Marg,Elphinstone Road Mumbai 400 013
    Phone
    022 43568000
    Launch Date
    22 Dec 1994
    Aditya Birla Sun Life Mutual Fund
    Asset Management Company
    Custodian
    NA
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
    Invest Now
    Enter investment amount
    + ₹1,000
    + ₹5,000
    + ₹10,000
    ONE TIME
    MONTHLY SIP
    Similar Funds
    Data not available
    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
    MOST POPULAR ON GROWW
    MUTUAL FUNDS COMPANIES: ICICI PRUDENTIAL  | HDFC  | RELIANCE  | ADITYA BIRLA SUN LIFE  | SBI  | UTI  | FRANKLIN TEMPLETON  | KOTAK MAHINDRA  | IDFC  | DSP BLACKROCK  | AXIS  | TATA  | L&T  | SUNDARAM  | DHFL PRAMERICA  | INVESCO  | LIC  | JM FINANCIAL  | BARODA PIONEER  | CANARA ROBECO  | HSBC  | IDBI  | INDIABULLS  | MOTILAL OSWAL  | BNP PARIBAS  | MIRAE ASSET  | PRINCIPAL  | BOI AXA  | UNION KBC  | TAURUS  | EDELWEISS  | ESSEL  | MAHINDRA  | QUANTUM  | PPFAS  | IIFL  | ESCORTS  |