Aditya Birla Sun Life Medium Term Plan - Dividend Payout- Insured

Debt Generate Interest income and beat FD returns
Medium Duration Fund
Category Rank
Aditya Birla Sun Life Medium Term Plan - Dividend Payout- Insured
Rating
Aditya Birla Sun Life Medium Term Plan - Dividend Payout- Insured
Fund
Aditya Birla Sun Life Medium Term Plan - Dividend Payout- Insured
Time to Invest
Aditya Birla Sun Life Medium Term Plan - Dividend Payout- Insured
NAV
14.327
(10/12/2018)
L 52Wk H
13.69
14.88

Aditya Birla Sun Life Medium Term Plan - Dividend Payout- Insured

Debt
Medium Duration Fund
Generate Interest income and beat FD returns
Rank Aditya Birla Sun Life Medium Term Plan - Dividend Payout- Insured
Fund
Aditya Birla Sun Life Medium Term Plan - Dividend Payout- Insured
NAV
14.327
(10/12/2018)
Time to Invest
Aditya Birla Sun Life Medium Term Plan - Dividend Payout- Insured
Rating
Aditya Birla Sun Life Medium Term Plan - Dividend Payout- Insured
L 52Wk H
13.69
14.88
Investment Objective

The investment objective of the Scheme is to generate regular income and capital appreciation bypredominantly investing in a portfolio of debt securities with medium term maturity. .

Category
  • Debt - Medium Duration Fund
Benchmark
  • Crisil 10 Yr Gilt Index
  • CRISIL AA Short Term Bond Index
Returns
1M
11.79%
3M
4.87%
6M
6.28%
1Y
2.66%
3Y
6.17%
5Y
8.03%
Historical NAV
NAV for scheme Aditya Birla Sun Life Medium Term Plan - Dividend is
Growth of 10,000
An investment of 10000 for in this scheme would have grown to Rs.

Risk of the fund

Aditya Birla Sun Life Medium Term Plan - Dividend Payout- Insured

AUM

10335.19 Cr
Aditya Birla Sun Life Medium Term Plan - Dividend Payout- Insured AUM is 239% higher than other schemes in the category

Load

Entry Load - NIL
Exit Load - Nil upto 15% of units1% in excess of limit on or before 365D and Nil after 365D

Expense Ratio

1.65%
Aditya Birla Sun Life Medium Term Plan - Dividend Payout- Insured Expense Ratio is 84% lower than other schemes in the category

Turnover Ratio

NA