Aditya Birla Sun Life Medium Term Plan - Half Yearly Dividend Reinvestment- Insured

Debt Generate Interest income and beat FD returns
Medium Duration Fund
Category Rank
Aditya Birla Sun Life Medium Term Plan - Half Yearly Dividend Reinvestment- Insured
Rating
Aditya Birla Sun Life Medium Term Plan - Half Yearly Dividend Reinvestment- Insured
Fund
Aditya Birla Sun Life Medium Term Plan - Half Yearly Dividend Reinvestment- Insured
Time to Invest
Aditya Birla Sun Life Medium Term Plan - Half Yearly Dividend Reinvestment- Insured
NAV
10.7946
(10/12/2018)
L 52Wk H
10.58
11.30

Aditya Birla Sun Life Medium Term Plan - Half Yearly Dividend Reinvestment- Insured

Debt
Medium Duration Fund
Generate Interest income and beat FD returns
Rank Aditya Birla Sun Life Medium Term Plan - Half Yearly Dividend Reinvestment- Insured
Fund
Aditya Birla Sun Life Medium Term Plan - Half Yearly Dividend Reinvestment- Insured
NAV
10.7946
(10/12/2018)
Time to Invest
Aditya Birla Sun Life Medium Term Plan - Half Yearly Dividend Reinvestment- Insured
Rating
Aditya Birla Sun Life Medium Term Plan - Half Yearly Dividend Reinvestment- Insured
L 52Wk H
10.58
11.30
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
8.77%
3M
0.49%
6M
3.34%
1Y
2.40%
3Y
5.29%
5Y
6.54%
Historical NAV
NAV for scheme Aditya Birla Sun Life Medium Term Plan - Half Yearly 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 - Half Yearly Dividend Reinvestment- Insured

AUM

10335.19 Cr
Aditya Birla Sun Life Medium Term Plan - Half Yearly Dividend Reinvestment- Insured AUM is 327% 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 - Half Yearly Dividend Reinvestment- Insured Expense Ratio is 84% lower than other schemes in the category

Turnover Ratio

NA