Aditya Birla Sun Life Medium Term Plan Direct Plan Quarterly Payout Inc Dist cum Cap Wdrl

debt

RETURNS (5 YEARS) 7.45%

RETURNS (5 YEARS) 7.45%

NAV ₹12.59

Sub-Type medium

Rating

Invest

Overview
Holdings
Manager

Returns

Timeframe

Fund(%)

1M

16.14%

3M

17.21%

6M

22.01%

1Y

24.64%

3Y

10.01%

5Y

7.45%

Fund Essentials

01 Jan 2013

Fund Started
₹1631.01 Cr

AUM Fund Size
0.87%

Expense Ratio
₹1000

Min SIP Amount
Low to Moderate

Fund Risk
2.0% if redeemed within 0-1 years

1.0% if redeemed within 1-2 years

Exit Load

Top 10 Holdings

6.54% Govt Stock 2032 10.08%
Shriram City Union Finance Limited 6.22%
Bajaj Housing Finance Limited 3.07%
Mahindra Rural Housing Finance Limited 3.06%
Kotak Mahindra Bank Limited 2.97%
National Bank For Agriculture And Rural Development 2.96%
U.P. Power Corporation Limited 2.88%
Tata Realty And Infrastructure Limited 2.87%
Bharti Hexacom Limited 2.87%
JM Financial Credit Solutions Limited 2.71%

Sunaina Cunha

Manager
Mohit Sharma

Manager

SIP (monthly)
One-Time

Set monthly SIP amount (Min : 1000)

Set monthly SIP date

Minimum amount to be invested is ₹1000

Invest

Set amount (Min : 5000)

Invest

Risk-o-meter

Low to Moderate