Aditya Birla SL Medium Term Plan – Direct Growth

Debt | Medium Duration Funds
 | 5
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹1,000 ₹1,000 0.81 % 5★ ₹1,646 10 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹1,000 ₹1,000 0.81 %
Min SIP Min Lumpsum Expense Ratio
5★ ₹1,646 Cr 10 Years
Rating Fund Size Fund Age

Scheme 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.

Scheme Performance

Returns and Ranks ( as on 03 February 2023 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns 26.6% 13.8% 8.7% 9.6%
Category Average 4.8% 16.5% 13.2% -

Scheme Allocation

Holding
Sector
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%
Debt
99.22%
Miscellaneous
0.44%
Cash & Others
0.3%
Others
0.04%
Corporate Debentures
47.94%
Govt Securities / Sovereign
29.81%
Floating Rate Instruments
11.97%
Certificate of Deposit
3.52%
InvITs
2.31%
Others
4.45%

Fund House Details

Aditya Birla Sun Life Mutual Fund

Aditya Birla SL Medium Term Plan – Direct Growth

Fund Manager
Sunaina da Cunha

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

Advance Ratio

0.08 1.01 -0.06 0.08
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

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

Frequently Asked Questions

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"
The Aditya Birla SL Medium Term Plan – Direct Growth has delivered 9.6% since inception
The NAV of Aditya Birla SL Medium Term Plan – Direct Growth is ₹33.8 as of 03 February 2023.
The expense ratio of Aditya Birla SL Medium Term Plan – Direct Growth is 0.81 % as of 03 February 2023.
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”.
Invest Now