INDProtect
Overview (as on 22 Jan 2021)
NAV
₹10.3577
1y returns
9.204%
Fund AUM
₹1,893 Cr
Expense Ratio
1.06%
Fund Performance
Calculator
Monthly SIP
Lumpsum
I would like to invest
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
7.20% projected returns
₹0
8.13% projected returns
₹0
5.44% projected returns
₹0
6.71% projected returns
₹0
6.87% projected returns
₹0
7.14% projected returns
Asset Allocation
Equity (1.26%)
Debt & Cash (98.74%)
Sector Allocation
Industrials
100.00%
Size Breakup
Small Cap
100.00%
Key Metrics
Modified Duration
3.56 yr
Average Maturity
4.87 yr
Yield to Maturity
NA
Holdings
All
Equity
Debt & Cash
Holding Name
Type
Holding Percentage
INDProtect
Fund Details
Investment Objectives
"The investment objective of the Scheme is to generate regular income and capital appreciation by predominantly investing in a portfolio of debt securities with medium term maturity."
Scheme Name
Aditya Birla Sun Life Medium Term Plan Direct Plan Quarterly Dividend Reinvestment
Scheme Document
Exit Load
For 0 - 1 Years: 2%
For 1 - 2 Years: 1%
After 2 Years : 0%
Plan Started
01 January, 2013
Fund Manager
Mohit Sharma
Fund House Details
Fund House
Aditya Birla Sun Life AMC Ltd
Email
NA
Phone
+912243568110/8111
Address
Aditya Birla Sun Life AMC Ltd,One India Bulls Centre ,Tower 1, 17th Flr,,Jupiter Mill Compound,841,S.B. Marg,,Elphinstone Road
Other Related Plans
| Fund Name | Plan Type | Expense Ratio | 1yr Returns |
|---|---|---|---|
| Direct | 1.06% | 9.20% | |
| Direct | 1.06% | 9.20% | |
| Direct | 1.06% | 7.38% | |
| Direct | 1.06% | 7.38% | |
| Direct | 1.06% | 9.20% | |
| Direct | 1.06% | 9.20% | |
| Regular | 1.61% | 3.69% | |
| Regular | 1.61% | 6.57% | |
| Regular | 1.61% | 8.38% | |
| Regular | 1.61% | 8.38% | |
| Regular | 1.61% | 6.57% | |
| Regular | 1.61% | 8.38% | |
| Regular | 1.61% | 8.38% |
Peer Funds
Aditya Birla Sun Life Medium Term Plan Direct P...
NAV
₹10.3577
INDmoney Analysis
Return Score
Below Average
Risk Score
Below Average
Credit Quality
Low
Interest Rate Sensitivity
High
Fund is in Bottom 50 percent in its Category
Return score is based upon:
Benchmark out performance
Consistency of returns
Indicative yields
Fund is in Bottom 50 percent in its Category
Risk score is based upon:
Market sensitivity
Credit risk
Underlying maturity
Fund has low quality bonds and commercial papers
Credit Quality is based upon:
Long term credit rating
Credit rating outlook
Probability of default
Based on credit rating and modified duration of underlying instruments
Fund Managers
Mohit Sharma
leader
Work Experience
"null"
Sunaina Cunha
manager
Work Experience
"null"
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