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

debt

RETURNS (5 YEARS) 8.97%

RETURNS (5 YEARS) 8.97%

NAV ₹34.97

Sub-Type medium

Rating

Invest

Overview
Holdings
Manager

Returns

Timeframe

Fund(%)

1M

0.73%

3M

2.88%

6M

4.33%

1Y

25.11%

3Y

16.38%

5Y

8.97%

Fund Essentials

01 Jan 2013

Fund Started
₹1864.82 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 2032 19.03%
6.54% Govt Stock 2032 6.22%
Shriram Finance Limited 5.4%
National Bank For Agriculture And Rural Development 4.3%
LIC Housing Finance Limited 2.95%
7.26% Govt Stock 2033 2.73%
Mahindra Rural Housing Finance Limited 2.69%
Tata Realty And Infrastructure Limited 2.53%
Bharti Hexacom Limited 2.53%
JM Financial Credit Solutions Limited 2.38%

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