Aditya Birla SL Medium Term Plan – Direct Growth

Debt · Medium Duration
 · ★★★★★
1,000
Min SIP
1,000
Min Lumpsum
0.85 %
Expense Ratio
★★★★★
Rating
1,888
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 22 February 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 8.3% 13.4% 9.4% 9.4%
Category Average 24.1% 15.1% 16.7% -

Scheme Allocation

By Holding
By Sector
By Asset
GSEC2032
10.67%
Shri.City Union.
6.18%
C C I
4.53%
Axis Bank
4.41%
Mahindra Rural
3.05%
Others
71.15%
View all Holdings
Holdings Sector Instrument Asset
GSEC2032 - - 10.67%
Shri.City Union. - - 6.18%
C C I - - 4.53%
Axis Bank - - 4.41%
Mahindra Rural - - 3.05%
Canara Bank - - 3.04%
Bharti Hexacom - - 2.86%
Tata Realty - - 2.86%
JM Finan. Credit - - 2.72%
GIC Housing Fin - - 2.43%
IRB InvIT Fund - - 2.31%
Net CA & Others - - 2.27%
IndusInd Bank - - 2.22%
DLF - - 2.12%
LIC Housing Fin. - - 2.09%
Varanasi Express - - 1.93%
DLF Cyber City - - 1.77%
Bajaj Housing - - 1.52%
G R Infraproject - - 1.5%
Bharti Telecom - - 1.47%
St Bk of India - - 1.45%
The Ramco Cement - - 1.21%
Bharat Oman - - 1.2%
Sundew Properti - - 1.19%
Summit Digitel. - - 1.18%
Union Bank (I) - - 1.17%
AP Capital Reg. - - 1.04%
Arka Fincap - - 1.03%
GSEC2033 - - 0.91%
Punjab Natl.Bank - - 0.91%
Tata Power Co. - - 0.8%
GSEC2025 - - 0.78%
Torrent Power - - 0.6%
TMF Holdings - - 0.6%
DME Development - - 0.26%
Adani Enterp. - - 0.18%
U.P. Power Corpo - - 0.16%
NTPC - - 0.09%
REC Ltd - - 0.07%
GSEC2024 - - 0.03%
GSEC2028 - - 0.01%
GSEC2029 - - 0.01%
GSEC2026 - - 0.01%
GSEC2023 - - 0.01%
Debt
99.22%
Miscellaneous
0.44%
Cash & Others
0.3%
Others
0.04%
Govt Securities / Sovereign
46.87%
Corporate Debentures
37.12%
Floating Rate Instruments
8.73%
Net Curr Ass/Net Receivables
3%
InvITs
2.1%
Others
2.17%
View all Assets
Assets Asset
Govt Securities / Sovereign 46.87%
Corporate Debentures 37.12%
Floating Rate Instruments 8.73%
Net Curr Ass/Net Receivables 3%
InvITs 2.1%
Reverse Repos 1.48%
Commercial Paper 0.44%

Advance Ratio

4.08
Alpha
2.71
SD
0.24
Beta
0.66
Sharpe

Exit Load

Exit Load In respect of each purchase / switch-in of Units, ipto 15% of the units may be redeemed /swiched-out without any exit load from the date of allotment. Any redemption in excess of the above limit shall be subject to the following exit load: For redeemed / switched out of units on or before 1 year from the date of allotment: 2.00% of the applicable NAV. For redeemed / switched out of units after 1 year but on or before 2 years from the date of allotment: 1.00% of the applicable NAV. For redeemed / switched out of units after 2 years from the date of allotment: NIL

Fund Objective

To generate regular income through investments in debt & money market instruments in order to make regular dividend payments to unitholders & secondary objective is growth of capital.

Fund Managers

Sunaina da Cunha

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Address:
One World Centre,Tower 1,17th Flr, Jupiter Mills,senapati Bapat Marg,Elphinstone Road, Mumbai 400013
Contact:
43568000
Email ID:
care.mutualfunds@adityabirlacapital.com

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Frequently Asked Questions

How to invest in Aditya Birla SL Medium Term Plan – Direct Growth ?

You can invest in Aditya Birla SL Medium Term Plan – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Aditya Birla SL Medium Term Plan – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Aditya Birla SL Medium Term Plan – Direct Growth ?

The NAV of Aditya Birla SL Medium Term Plan – Direct Growth is ₹36.7 as of 22 February 2024.

How to redeem Aditya Birla SL Medium Term Plan – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Aditya Birla SL Medium Term Plan – Direct Growth?

The minimum SIP amount of Aditya Birla SL Medium Term Plan – Direct Growth is ₹1000

What are the top sectors Aditya Birla SL Medium Term Plan – Direct Growth has invested in?

The top sectors Aditya Birla SL Medium Term Plan – Direct Growth has invested in are
  1. Debt - 99.22%
  2. Miscellaneous - 0.44%
  3. Cash & Others - 0.3%

Can I make investments in both the SIP and Lump Sum schemes of Aditya Birla SL Medium Term Plan – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of Aditya Birla SL Medium Term Plan – Direct Growth based on your investment objective and risk tolerance.

How much returns have Aditya Birla SL Medium Term Plan – Direct Growth generated ?

The Aditya Birla SL Medium Term Plan – Direct Growth has delivered 9.4% since inception

What is the expense ratio of Aditya Birla SL Medium Term Plan – Direct Growth ?

The expense ratio of Aditya Birla SL Medium Term Plan – Direct Growth is 0.85 % as of 22 February 2024.

What is the AUM of Aditya Birla SL Medium Term Plan – Direct Growth?

The AUM of Aditya Birla SL Medium Term Plan – Direct Growth is ₹3,12,323 Cr as of 22 February 2024

What are the top stock holdings of Aditya Birla SL Medium Term Plan – Direct Growth?

The top stock holdings of Aditya Birla SL Medium Term Plan – Direct Growth are
  1. GSEC2032 - 10.72%
  2. GSEC2032 - 10.67%
  3. Shri.City Union. - 6.18%
  4. C C I - 4.53%
  5. Axis Bank - 4.41%

How can I redeem my investments in Aditya Birla SL Medium Term Plan – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Aditya Birla SL Medium Term Plan – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now