Aditya Birla Sun Life Medium Term Plan


NAV : 23.6045
(-0.0056arrow_downward)
AUM : ₹10,419 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
10.43%-0.47%3.85%4.55%6.55%7.7%9.12%



Fund Details

The scheme is positioned as a Medium Duration fund category that focuses on enhancing the portfolio returns by identifying credit opportunities available in the market. The core portfolio will be allocated to corporate bonds of diverse credit profile such that the Macaulay Duration of the portfolio is between 1-4 yrs.
NAV23.6045
Launch Date-
Min (1st time)₹1,000
Min (later on)₹1,000
Min SIP₹1,000
Expense Ratio1.55%
Exit Load : WEF 10-oct-2016 in respect of each purchase /switch-in of units upto15% of the units may be redeemed / switched-out with out any exit load from date of allotment . Any resumption in excess of the above limit shall be subject to the following exit load : WEF 19-sep-2016, For redemption / switch-out of units on or before 365 days from the date of allotment :1% of applicable NAV. For redemption/switch of units after 365 days from the date of allotment : Nil


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,01,906₹1,01,526₹380
After 1 year₹1,04,552₹1,03,755₹796
After 3 years₹1,24,933₹1,22,124₹2,808
After 20 years₹4,41,075₹3,79,040₹62,035

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


START SIP    



Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

Returns assumed : 7.7% Past 3 yr Data

NAV History



Expense Ratio Trends





Fund Objective:
The primary investment objective of the Scheme is 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 Manager:
Mr. Maneesh Dangi & Ms. Sunaina Da Cunha















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