Aditya Birla SL Medium Term Plan - Direct (IDCW-H)

  • 5 years return (%) 3.58%
  • AUM (₹) ₹1627.09 Cr
  • NAV (₹) 10.8473
  • Rating 3

Performance

1Y 3Y 5Y Max
Fund Return 8.16% 4.68% 3.58% 78.12%
Category Average 51.84% 22.09% 18.63% 23.39%
*All funds are annualized

Investment Return Calculators

I want to monthly invest
for a period of
8.16%
₹30,750

Second Panel

Comparison with other schemes

Expense Ratio AUM(₹ Cr) 3 Year
Aditya Birla SL Medium Term Plan - Direct (IDCW-H) 0.94 1627.0877 +5%
LIC MF Banking & PSU Debt Fund (G) 0.83 1958.8685 +8%
Nippon India Nivesh Lakshya Fund (G) 0.52 1889.7313 +12%
AXIS Dynamic Bond Fund (G) 0.67 1872.01 +10%
Kotak Credit Risk Fund (G) 1.76 1817.5332 +7%

Fund Risk

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Sector

Asset Classes

Constituents

  • GSEC2035

    Automobile Sector
    Govt. Securities Instrument
    7.3% % Assets
  • Shri.City Union.

    Automobile Sector
    Corporate Debts Instrument
    6.3% % Assets
  • U.P. Power Corpo

    Automobile Sector
    Corporate Debts Instrument
    5.9% % Assets
  • Embassy Off.REIT

    Automobile Sector
    Corporate Debts Instrument
    3.1% % Assets
  • Mahindra Rural

    Automobile Sector
    Floating Rate Instruments Instrument
    3.0% % Assets

AMC Details

Aditya Birla Sun Life Mutual Fund

  • 299381.6934 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