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

Debt Generate Interest income and beat FD returns
Medium Duration Fund
Category Rank
Aditya Birla Sun Life Medium Term Plan-regular Plan-quarterly Dividend Payout- Insured
Rating
Fund
Time to Invest
Aditya Birla Sun Life Medium Term Plan-regular Plan-quarterly Dividend Payout- Insured
NAV
9.4056
(11/12/2019)
L 52Wk H
9.33
10.43
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Aditya Birla Sun Life Medium Term Plan-regular Plan-quarterly Dividend Payout- Insured

Debt
Medium Duration Fund
Generate Interest income and beat FD returns
Rank Aditya Birla Sun Life Medium Term Plan-regular Plan-quarterly Dividend Payout- Insured
Fund
NAV
9.4056
(11/12/2019)
Time to Invest
Aditya Birla Sun Life Medium Term Plan-regular Plan-quarterly Dividend Payout- Insured
Rating
L 52Wk H
9.33
10.43
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 Medium Term Debt Index
Returns
1M
-6.20%
3M
-8.22%
6M
-6.33%
1Y
-5.43%
3Y
0.53%
5Y
3.27%
Historical NAV
NAV for scheme Aditya Birla Sun Life Medium Term Plan - Quarterly Dividend - Regular Plan 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-regular Plan-quarterly Dividend Payout- Insured

AUM

5098.25 Cr
Aditya Birla Sun Life Medium Term Plan-regular Plan-quarterly Dividend Payout- Insured AUM is 195% higher than other schemes in the category

Load

Entry Load - NIL
Exit Load - Nil upto 15% of units For remaining units 2% on or before 1Y 1 % after 1Y but on or before 2Y Nil after 2Y
Lock In Period - NIL

Expense Ratio

1.62%
Aditya Birla Sun Life Medium Term Plan-regular Plan-quarterly Dividend Payout- Insured Expense Ratio is 84% lower than other schemes in the category

Turnover Ratio

NA