Aditya Birla Sun Life Medium Term Plan - Growth - Direct Plan

debt

RETURNS (5 YEARS) 9.09%

RETURNS (5 YEARS) 9.09%

NAV ₹35.62

Sub-Type medium

Rating

Invest

Overview
Holdings
Manager

Returns

Timeframe

Fund(%)

1M

0.83%

3M

1.68%

6M

4.35%

1Y

7.98%

3Y

13.68%

5Y

9.09%

Fund Essentials

01 Jan 2013

Fund Started
₹1897.89 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

7.26% Govt Stock 2033 29.64%
07.18 Goi 2033 8.71%
7.38% Govt Stock 2027 4.03%
Shriram Finance Limited 3.45%
LIC Housing Finance Limited 2.9%
JSW Steel Limited 2.61%
JM Financial Credit Solutions Limited 2.34%
IRB InvIT Fund Units 2017-Series IV 2.23%
Nexus Select Trust 2.1%
JM Financial Products Limited 2.09%

Sunaina Cunha

Manager
Mohit Sharma

Manager
Dhaval Joshi

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