Aditya Birla SL Medium Term Plan – Direct Growth
₹ 1,000
Min SIP
₹ 1,000
Min Lumpsum
0.83 %
Expense Ratio
Rating
1,890
Fund Size (in Cr)
12 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 7.5% | 14.1% | 8.8% | 9.5% | ||||
| Category Average | 9.1% | 20.5% | 12.5% | - |
Scheme Allocation
By Holding
By Sector
By Asset
GSEC2032
Shri.City Union.
C C I
Axis Bank
Mahindra Rural
Others
Advance Ratio
0.9
Alpha
2.79
SD
0.17
Beta
0.42
Sharpe
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 |
|---|
Fund 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.
Fund Managers
Sunaina da Cunha
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Debt .
- Medium Duration .
-
- 126
-
7%Fund Size - 126
-
8.9%Fund Size - 126
-
-0.5%Fund Size - 126
-
- Debt .
- Medium Duration .
-
- 6,531
-
7.1%Fund Size - 6,531
-
6.8%Fund Size - 6,531
-
7.9%Fund Size - 6,531
-
- Debt .
- Medium Duration .
-
- 1,959
-
7.2%Fund Size - 1,959
-
6.6%Fund Size - 1,959
-
7.6%Fund Size - 1,959
-
- Debt .
- Medium Duration .
-
- 2,023
-
6%Fund Size - 2,023
-
6.3%Fund Size - 2,023
-
6.8%Fund Size - 2,023
-
- Debt .
- Medium Duration .
-
- 4,324
-
6.9%Fund Size - 4,324
-
6.3%Fund Size - 4,324
-
7.6%Fund Size - 4,324
AMC Contact Details
Aditya Birla Sun Life Mutual Fund
AUM:
2,97,662 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
More Funds from Aditya Birla Sun Life Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Debt .
- Fixed Maturity Plans .
-
- 54
-
11.2%Fund Size - 54
-
14.5%Fund Size - 54
-
14%Fund Size - 54
-
- Debt .
- Fixed Maturity Plans .
-
- 724
-
11.2%Fund Size - 724
-
14.5%Fund Size - 724
-
14%Fund Size - 724
-
- Debt .
- Fixed Maturity Plans .
-
- 187
-
11.2%Fund Size - 187
-
14.5%Fund Size - 187
-
14%Fund Size - 187
-
- Debt .
- Fixed Maturity Plans .
-
- 610
-
11.2%Fund Size - 610
-
14.5%Fund Size - 610
-
14%Fund Size - 610
-
- Debt .
- Fixed Maturity Plans .
-
- 84
-
11.2%Fund Size - 84
-
14.5%Fund Size - 84
-
14%Fund Size - 84
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 654
-
18.9%Fund Size - 654
-
23.4%Fund Size - 654
-
14.9%Fund Size - 654
-
- Equity .
- Large Cap .
-
- 10,202
-
10%Fund Size - 10,202
-
19.8%Fund Size - 10,202
-
14.4%Fund Size - 10,202
-
- Equity .
- Large Cap .
-
- 15,583
-
18.8%Fund Size - 15,583
-
28.1%Fund Size - 15,583
-
14.4%Fund Size - 15,583
-
- Equity .
- Large Cap .
-
- 1,517
-
11.1%Fund Size - 1,517
-
20.1%Fund Size - 1,517
-
13.9%Fund Size - 1,517
-
- Equity .
- Large Cap .
-
- 757
-
19.7%Fund Size - 757
-
23%Fund Size - 757
-
13.7%Fund Size - 757
Frequently Asked Questions
How to invest in Aditya Birla SL Medium Term Plan – Direct Growth ?
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"
What is the NAV of Aditya Birla SL Medium Term Plan – Direct Growth ?
The NAV of Aditya Birla SL Medium Term Plan – Direct Growth is ₹35.3 as of 18 August 2023.
How to redeem Aditya Birla SL Medium Term Plan – Direct Growth holding ?
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”.
What is the minimum sip amount of Aditya Birla SL Medium Term Plan – Direct Growth?
The minimum SIP amount of Aditya Birla SL Medium Term Plan – Direct Growth is ₹1000
What are the top sectors Aditya Birla SL Medium Term Plan – Direct Growth has invested in?
The top sectors Aditya Birla SL Medium Term Plan – Direct Growth has invested in are
- Debt - 99.22%
- Miscellaneous - 0.44%
- Cash & Others - 0.3%
Can I make investments in both the SIP and Lump Sum schemes of Aditya Birla SL Medium Term Plan – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of Aditya Birla SL Medium Term Plan – Direct Growth based on your investment objective and risk tolerance.
How much returns have Aditya Birla SL Medium Term Plan – Direct Growth generated ?
The Aditya Birla SL Medium Term Plan – Direct Growth has delivered 9.5% since inception
What is the expense ratio of Aditya Birla SL Medium Term Plan – Direct Growth ?
The expense ratio of Aditya Birla SL Medium Term Plan – Direct Growth is 0.83 % as of 18 August 2023.
What is the AUM of Aditya Birla SL Medium Term Plan – Direct Growth?
The AUM of Aditya Birla SL Medium Term Plan – Direct Growth is ₹2,97,662 Cr as of 18 August 2023
What are the top stock holdings of Aditya Birla SL Medium Term Plan – Direct Growth?
The top stock holdings of Aditya Birla SL Medium Term Plan – Direct Growth are
- GSEC2032 - 10.72%
- GSEC2032 - 10.67%
- Shri.City Union. - 6.18%
- C C I - 4.53%
- Axis Bank - 4.41%
How can I redeem my investments in Aditya Birla SL Medium Term Plan – Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Aditya Birla SL Medium Term Plan – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Aditya Birla SL Medium Term Plan – Direct Growth in Scheme, enter the redemption amount, and click on submit button.