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

debt

RETURNS (5 YEARS) 12.71%

RETURNS (5 YEARS) 12.71%

NAV ₹14.36

Sub-Type medium

Rating

Invest

Overview
Holdings
Manager

Returns

Timeframe

Fund(%)

1M

0.76%

3M

2.90%

6M

5.38%

1Y

10.94%

3Y

10.71%

5Y

12.71%

Fund Essentials

01 Jan 2013

Fund Started
₹2973.42 Cr

AUM Fund Size
0.81%

Expense Ratio
₹1000.0

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

6.79% Gs 2034 8.14%
7.10% Gs 2034 7.18%
National Bank for Agriculture and Rural Development 7.27% 4.16%
National Bank For Agriculture And Rural Development 3.76%
Hinduja Leyland Finance Limited 3.58%
Nuvama Wealth Finance Limited 3.18%
6.48% Gs 2035 3.09%
GMR Airports Limited 2.72%
Jubilant Bevco Limited 2.65%
Jtpm Metal TRaders Limited 2.64%

Sunaina Cunha

Manager
Mohit Sharma

Manager

SIP (monthly)
One-Time

Set monthly SIP amount (Min : 1000.0)

Set monthly SIP date

Minimum amount to be invested is ₹1000.0

Invest

Set amount (Min : 1000.0)

Invest

Risk-o-meter

Low to Moderate