Aditya Birla SL Medium Term Plan (IDCW)

  • 5 years return (%) 4.86%
  • AUM (₹) ₹1716.26 Cr
  • NAV (₹) 12.8504
  • Rating 5

Performance

1Y 3Y 5Y Max
Fund Return 9.51% 3.42% 4.86% 95.25%
Category Average 40.93% 13.26% 14.79% 5.76%
*All funds are annualized

Investment Return Calculators

I want to monthly invest
for a period of
9.51%
₹30,750

Second Panel

Comparison with other schemes

Expense Ratio AUM(₹ Cr) 3 Year
Aditya Birla SL Medium Term Plan (IDCW) 1.59 1699.3281 +3%
Kotak Medium Term Fund (G) 1.6 2069.1089 +7%
AXIS Dynamic Bond Fund (G) 0.67 1964.6169 +10%
Kotak Credit Risk Fund (G) 1.72 1784.6881 +7%
Nippon India Nivesh Lakshya Fund (G) 0.52 1784.5732 +11%

Fund Risk

HIGH
Low
check your profile again

Sector

Asset Classes

Constituents

  • GSEC2028

    Automobile Sector
    Govt. Securities Instrument
    6.3% % Assets
  • Shri.City Union.

    Automobile Sector
    Corporate Debts Instrument
    6.0% % Assets
  • U.P. Power Corpo

    Automobile Sector
    Corporate Debts Instrument
    5.6% % Assets
  • U.P. Power Corpo

    Automobile Sector
    Corporate Debts Instrument
    3.7% % Assets
  • C C I

    Automobile Sector
    Reverse Repo Instrument
    3.6% % Assets

AMC Details

Aditya Birla Sun Life Mutual Fund

  • 275904.0499 Cr

    AUM

Contact Details

One India Bulls Centre,Tower 1,
17th Flr,Jupiter Mill Compound
841,Elphinstone Road, Mumbai 400013

43568000 | 43568110/8111
care.mutualfunds@adityabirlacapital.com