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Partner With Us NRI

Sep 30, 2022


Category

Debt

AUM (Cr.)

130.72

Exit Load (%)

0.00

Min Inv Lumpsum

1,000

Expense Ratio

0.00

Sharpe Ratio

-10.87

Beta Ratio

0.00

Fund Manager

Sunaina da Cunha

Inception Date

Nov 26, 2019

Risk Level

Moderately High

Investment 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.

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Return Calculator

Investment Type

SIP Lumpsum

Company

Period(Year)

Amount

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Aditya Birla SL Medium Term Plan-SegPF1 (IDCW-Q) 0 0 0 0 0 0
Benchmark - CRISIL Medium Term Debt Index 0 0 0 0 0 0
Category Average - DEBT 0.64 2.6 5.04 4.75 5.18 6.3
Category Rank 5/9 17/9 4/9 10/9 13/9 9/9
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
UTI-Medium Term Fund(Segregated)-Regular (IDCW-A) 0.0724 0.14 0.00 0.00 0.00 1.36 0.00 5,000.00 invest
Aditya Birla SL Medium Term Plan (G) 31.6800 0.08 25.66 12.77 7.88 1,646.65 1.51 1,000.00 invest
Franklin India Income Oppt-SP2 (IDCW) (Wound up) 0.2327 0.04 0.00 0.00 0.00 41.50 0.00 5,000.00 invest
HSBC Medium Duration Fund (G) 16.9615 0.04 3.60 5.04 5.77 663.66 1.45 5,000.00 invest
DSP Bond Fund - Regular (IDCW) 11.5472 -81.55 4.11 4.92 4.59 334.17 0.00 500.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

latest news

Aditya Birla Sun Life Mutual Fund Announces Appointment of Key Personnel

Aditya Birla Sun Life Mutual Fund has announced that Mr. Rupesh Gurav has b...

Feb 02, 2023 09:45

Aditya Birla Sun Life MF Announces Income Distribution cum Capital Withdrawal (IDCW) under its schemes

Aditya Birla Sun Life Mutual Fund has announced 25 January 2023 as the reco...

Jan 23, 2023 10:39

Aditya Birla Sun Life MF Announces Income Distribution cum Capital Withdrawal (IDCW) under its schemes

Aditya Birla Sun Life Mutual Fund has announced 20 January 2023 as the reco...

Jan 18, 2023 09:41

Aditya Birla Sun Life Fixed Term Plan - Series UE (1275 days) Announces Extension of NFO period

Aditya Birla Sun Life Mutual Fund has announced that New Fund Offer (NFO) P...

Jan 12, 2023 09:49

Aditya Birla Sun Life MF Announces Change In Risk-O-Meter Under its Schemes

Aditya Birla Sun Life Mutual Fund has announced change in Risk-O-Meter unde...

Jan 07, 2023 10:54

Aditya Birla Sun Life Dynamic Bond Fund Announces Income Distribution cum Capital Withdrawal (IDCW)

Aditya Birla Sun Life Mutual Fund has announced 30 December 2022 as the rec...

Dec 26, 2022 10:55

SCHEME DETAILS

AMC Name : Aditya Birla Sun Life Mutual Fund
Fund Name : Aditya Birla SL Medium Term Plan-SegPF1 (IDCW-Q)
Contact Persone : Sunaina da Cunha
Registered Address : One World Centre,Tower 1,17th Flr,Jupiter Mills,senapati BapatMarg,Elphinstone Road, Mumbai 400013
Telephone No : 43568000
Fax No. : 43568110/8111
Email : care.mutualfunds:adityabirlacapital.com
Website : https://mutualfund.adityabirlacapital.com