Home>Mutual Funds>Aditya Birla Sun Life Mutual Fund>Aditya Birla Sun Life MIP II Savings 5 Plan Growth

Aditya Birla Sun Life MIP II Savings 5 Plan Growth

Hybrid
Conservative Hybrid
Moderate Risk
7.92%
3Y annualised
-0.03% 1D
1M
6M
1Y
3Y
5Y
NAV: 01 Jun 2018₹33.50
Min. SIP amountNA
Rating3star
Fund size₹298.35 Cr

Returns and rankings

Category: Hybrid Conservative Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns5.0%7.9%9.0%NA
Category average14.2%7.4%7.4%NA
Rank with in categoryNANANANA
Understand termsinfo

Holdings (19)

NameSectorInstrumentAssets
ServicesDebenture10.1%
RKN Retail Pvt. Ltd.
ServicesDebenture9.8%
IL&FS Tamil Nadu Power Company Ltd.
EngineeringDebenture8.6%
FinancialDebenture8.3%
Power Finance Corpn. Ltd.
FinancialDebenture8.2%
Sterlite Power Grid Ventures Ltd.
EngineeringDebenture6.8%
HealthcareDebenture5.6%
EngineeringDebenture5.6%
SD Corporation Pvt Ltd.
ConstructionDebenture5.0%
Hero Realty Ltd.
ConstructionDebenture4.8%
See All

Expense ratio, exit load and tax

Expense ratio: 2.05%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 730 days.

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 termsinfo
Check past data

Minimum investment amounts

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

Fund house & investment objective

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Fund house contact details

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