3 Year return
13.68%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Moderately High Risk
Asset Under Management
₹1892.36 Cr.
Expense Ratio
0.85% (inclusive of GST)
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
Tax Implications
Tax on gains as per your income tax bracket
Fund Holdings
Aditya Birla Sun Life Mutual Fund Managers
SC
Sunaina da Cunha
Fund Manager since Apr 2017
Fund House Details
Aditya Birla Sun Life Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
ICICI Prudential Medium Term Bond Fund |
6.76% |
5 |
Axis Strategic Bond Fund |
6.95% |
5 |
SBI Magnum Medium Duration Fund |
6.41% |
3 |
Schemes by Aditya Birla Sun Life Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Arbitrage Fund
Aditya Birla Sun Life Arbitrage Fund Direct IDCW Payout
Hybrid . Arbitrage Fund
Aditya Birla Sun Life Arbitrage Fund Direct IDCW Reinvestment
Other . FoFs Domestic
Aditya Birla Sun Life Active Debt Multi Manager FoF Scheme Direct Plan Growth
Other . FoFs Domestic
Aditya Birla Sun Life Active Debt Multi Manager FoF Scheme Direct IDCW Payout
Other . FoFs Domestic
Aditya Birla Sun Life Active Debt Multi Manager FoF Scheme Direct IDCW Reinvestment
About Aditya Birla Sun Life Medium Term Plan Growth Direct Plan
The Aditya Birla Sun Life Medium Term Plan Growth Direct Plan is offered by Aditya Birla Sun Life Mutual Fund. It falls under the debt fund category, specifically in the medium term duration. Debt funds like this one primarily invest in a mix of debt and money market instruments, offering a balance between risk and returns.
Investment Objectives of the Scheme
The main objective of this fund is to generate regular income by primarily investing in a diversified portfolio of debt and money market securities. These investments are carefully chosen to provide a balance between safety and yield, making it suitable for investors seeking relatively stable returns over the medium term.
Key Features of The Fund
5-year return | 10.03% |
Expense Ratio | 0.85% |
Fund Manager | Sunaina da Cunha |
Fund Size | ₹1892.36 Cr |
Risk Profile | Moderately High |
Is This Scheme Right for Me?
This fund can be a good fit for investors with a moderate risk appetite who are looking for steady income generation over a medium-term horizon. If you're looking to diversify your investment portfolio beyond equity and want to manage interest rate risk while aiming for better returns than traditional fixed deposits, this fund could be worth considering. Keep in mind that debt funds are subject to interest rate fluctuations and market conditions, so a medium-term investment horizon aligns well with the fund's strategy.
AMC Contact Details
Name | Aditya Birla Sun Life Mutual Fund |
Launch Date | September 1994 |
Addresss | One India Bulls Centre, Tower-1, 17th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road, Mumbai, 400013 |
Contact | 1-800-22-7000 |
care.mutualfunds@adityabirlacapital.com | |
Website | https://mutualfund.adityabirlacapital.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
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FAQs
What is today's NAV of Aditya Birla Sun Life Medium Term Fund?
What is the AUM of Aditya Birla Sun Life Medium Term Fund?
What is the expense ratio of Aditya Birla Sun Life Medium Term Fund?
What are the returns of Aditya Birla Sun Life Medium Term Fund since inception?
What is the minimum SIP amount to invest in Aditya Birla Sun Life Medium Term Fund?
How do I invest in Aditya Birla Sun Life Medium Term Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Aditya Birla Sun Life Medium Term Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Aditya Birla Sun Life Medium Term Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Aditya Birla Sun Life Medium Term Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.