Aditya Birla Sun Life Medium Term Plan Segregated Port 1 Direct Growth
Debt
Direct
Other Bond
NAV: ₹ 0.6 as on 30-09-2022
Fund Performance
About the Fund
Aditya Birla Sun Life Medium Term Plan Segregated Port 1 Direct Growth is a debt fund. This fund was started on 25 November, 2019. The fund is managed by Mohit Sharma, Sunaina Cunha. This fund is suitable to keep your money safe.
Key Parameters
- Aditya Birla Sun Life Medium Term Plan Segregated Port 1 Direct Growth has ₹131 Cr worth of assets under management (AUM) as on Dec 1969 and is more than category average.
- The fund has an expense ratio 0.
Aditya Birla Sun Life Medium Term Plan Segregated Port 1 Direct Growth Overview
 | -- |
 Benchmark | CRISIL Medium Duration Fund TR INR |
 | ₹131 Cr |
 | 25 November, 2019 |
 | ₹0/₹0 |
 Exit Load | 2% |
 | No Lock-in |
 TurnOver | 0% |
Fund Distribution as on (31-Dec-69)
Sector Allocation
Cash Equivalent
100%
Aditya Birla Sun Life Medium Term Plan Segregated Port 1 Direct Growth: Monthly Changes Updates
All changes are between Oct'69 and Dec'69
AUM Change
- AUM of the fund stands at 130.7 Cr as of Aug'23
- AUM has remained same between Aug'23 and Jul'23
Peer Analysis
Funds | 1Y Returns | 3Y Returns | 5Y Returns | Since Inception |
|---|---|---|---|---|
Aditya Birla Sun Life Medium Term Plan Segregated Port 1 Direct Growth | -59% | - | - | -33.6% |
Aditya Birla Sun Life Medium Term Plan Segregated Port 1 Direct Growth Fund Manager
Mohit Sharma
Fund Manager of Aditya Birla Sun Life Medium Term Plan Segregated Port 1 Direct Growth, since 6 August 2020
Top funds managed
Sunaina Cunha
Fund Manager of Aditya Birla Sun Life Medium Term Plan Segregated Port 1 Direct Growth, since 25 November 2019
Top funds managed
Fund Highlights
Moderately High risk
Investors understand that their principal will be at Moderately High risk
AUM size ₹131 Cr
This fund has AUM of ₹131 Cr which is more than its category average of ₹ 59 Cr
Frequently Asked Questions
The current NAV of Aditya Birla Sun Life Medium Term Plan Segregated Port 1 Direct Growth is ₹0.57 as on 30-Sep-2022.
Existing (Absolute + CAGR) as on 30-Sep-2022.
Aditya Birla Sun Life Medium Term Plan Segregated Port 1 Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 0.11% | 0.11% |
6 Month Returns | 0.26% | 0.26% |
1 Year Returns | -59.01% | -59.01% |
3 Years Returns | 0% | 0% |
5 Years Returns | 0% | 0% |
With INDmoney, the process of investing is very simple and involves zero commission.
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
₹131 Cr as on August 2023
Mohit Sharma, Sunaina Cunha are the fund managers of Aditya Birla Sun Life Medium Term Plan Segregated Port 1 Direct Growth
The Exit load of Aditya Birla Sun Life Medium Term Plan Segregated Port 1 Direct Growth is 2%