Monthly Amount Invested
Duration
Yr
-
Would Have Become--
-
Invested Value--
-
Total Gain--
-
Returns-- per annum
| ₹ 1,000 | ₹ 1,000 | 0.87 % | 3★ | ₹ 1,628 | 10 Years |
|---|---|---|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio | Rating | Fund Size (in Cr) | Fund Age |
| ₹ 1,000 | ₹ 1,000 | 0.87 % |
|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio |
| 3★ | ₹ 1,628 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
| 1 Year | 1Y | 3 Years | 3Y | 5 Years | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 24.8% | 10.3% | 8% | 9.4% | ||||
| Category Average | 3.3% | 18.6% | 14.5% | - |
Scheme Allocation
Holding
Sector
Asset
GSEC2032
Shri.City Union.
C C I
Bajaj Housing
Mahindra Rural
Others
Fund House and Investment Objective
Aditya Birla SL Medium Term Plan – Direct (IDCW-Q)
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 | 1 | -0 | 0 |
| Alpha | SD | Beta | Sharpe |
Risk-O-Meter
Other Funds from the same Fund House
AMC Contact Details
Aditya Birla Sun Life Mutual Fund
AUM:
2,82,183 Cr
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 (IDCW-Q) 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 (IDCW-Q) 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 (IDCW-Q) has delivered 9.4% since inception
The NAV of Aditya Birla SL Medium Term Plan – Direct (IDCW-Q) is ₹12.7 as of 15 September 2022.
The expense ratio of Aditya Birla SL Medium Term Plan – Direct (IDCW-Q) is 0.87 % as of 15 September 2022.
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”.
