Aditya Birla SL Medium Term Plan (IDCW-Q)

  • 5 years return (%) 4.70%
  • AUM (₹) ₹1627.09 Cr
  • NAV (₹) 10.4101
  • Rating 3

Performance

1Y 3Y 5Y Max
Fund Return 7.04% 3.90% 4.70% 144.05%
Category Average 51.53% 22.63% 17.99% 22.43%
*All funds are annualized

Investment Return Calculators

I want to monthly invest
for a period of
7.04%
₹30,750

Second Panel

Comparison with other schemes

Expense Ratio AUM(₹ Cr) 3 Year
Aditya Birla SL Medium Term Plan (IDCW-Q) 1.59 1613.4582 +4%
LIC MF Banking & PSU Debt Fund (G) 0.83 1958.8685 +8%
Nippon India Nivesh Lakshya Fund (G) 0.5 1889.7313 +11%
AXIS Dynamic Bond Fund (G) 0.67 1872.01 +10%
Kotak Credit Risk Fund (G) 1.72 1817.5332 +7%

Fund Risk

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Sector

Asset Classes

Constituents

  • Shri.City Union.

    Automobile Sector
    Corporate Debts Instrument
    6.4% % Assets
  • U.P. Power Corpo

    Automobile Sector
    Corporate Debts Instrument
    5.9% % Assets
  • GSEC2035

    Automobile Sector
    Govt. Securities Instrument
    5.2% % Assets
  • GSEC2026

    Automobile Sector
    Govt. Securities Instrument
    3.7% % Assets
  • Embassy Off.REIT

    Automobile Sector
    Corporate Debts Instrument
    3.1% % 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