Aditya Birla Sun Life Medium Term Plan Direct Plan Growth
Debt
Direct
Medium Duration
NAV: ₹ 37.06 as on 29-04-2024
Fund Performance
681 people have invested ₹ 58.3L in Aditya Birla Sun Life Medium Term Plan Direct Plan Growth in the last three months
Mutual Fund Insights
Over the last 15 months, this fund has increased expense ratio by 4.9% moving from 0.81 to 0.85.
In the last 3 years, this fund has outperformed all funds in its category.
In the last 5 years, this fund has outperformed all funds in its category.
In the last 1 year, Kotak Medium Term Direct Growth has given 7.93% return, outperforming this fund by 0.92%.
About the Aditya Birla Sun Life Medium Term Plan Direct Plan Growth
Aditya Birla Sun Life Medium Term Plan Direct Plan Growth is a debt fund. This fund was started on 1 January, 2013. 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 Direct Plan Growth has ₹1856 Cr worth of assets under management (AUM) as on Mar 2024 and is more than category average.
- The fund has an expense ratio 0.9.
Overview
 | 0.85% |
 Benchmark | CRISIL Short Term Bond Fund TR INR |
 | ₹1856 Cr |
 | 1 January, 2013 |
 | ₹1000/₹1000 |
 Exit Load | 2% |
 | No Lock-in |
 TurnOver | 128.19% |
Aditya Birla Sun Life Medium Term Plan Direct Plan Growth Distribution as on (31-Mar-24)
Sector Allocation
Industrial
100%
Top Holdings of Aditya Birla Sun Life Medium Term Plan Direct Plan Growth as on (31-Mar-24)
Equity Holdings1
Debt Holdings60
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 IRB InvIT Fund Units 2017-Series IV | 2.12% | 0% |
Monthly Changes Updates
All changes are between Oct'69 and Dec'69
AUM Change
- AUM of the fund stands at 1.9K Cr as of Mar'24
- AUM decreased by 24.1 Cr between Mar'24 and Feb'24
Fund Portfolio Changes
Peer Analysis
Fund Manager
Mohit Sharma
Fund Manager of Aditya Birla Sun Life Medium Term Plan Direct Plan Growth, since 6 August 2020
Top funds managed
Sunaina Cunha
Fund Manager of Aditya Birla Sun Life Medium Term Plan Direct Plan Growth, since 1 September 2014
Top funds managed
Aditya Birla Sun Life Medium Term Plan Direct Plan Growth Highlights
Moderately High risk
Investors understand that their principal will be at Moderately High risk
About the fund
This fund has delivered an average annual returns of 9.36% since inception which is more than its category average return of 4.39%
Fund Allocations
This fund has an allocation of 2.12% in Equity, 91.41% in Debt and 5.83% in Cash related instruments
AUM size ₹1856 Cr
This fund has AUM of ₹1856 Cr which is more than its category average of ₹ 1550 Cr
Expense Ratio 0.85%
This fund has an expense ratio of 0.85% which is less than its category average expense ratio of 1.01%
Frequently Asked Questions
The current NAV of Aditya Birla Sun Life Medium Term Plan Direct Plan Growth is ₹37.06 as on 29-Apr-2024.
Existing (Absolute + CAGR) as on 29-Apr-2024.
Aditya Birla Sun Life Medium Term Plan Direct Plan Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 0.33% | 0.33% |
6 Month Returns | 4.09% | 4.09% |
1 Year Returns | 7.01% | 7.01% |
3 Years Returns | 44.24% | 12.99% |
5 Years Returns | 56.18% | 9.33% |
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.
0.85% as on March 2024
₹1856 Cr as on March 2024
7.26% Govt Stock 2033(24.09%), 7.18% Govt Stock 2033(7.54%), India (Republic of)(5.91%), 7.18% Govt Stock 2037(5.38%), JSW Steel Limited(2.69%) as on March 2024
Government(49.29%), Corporate(42.73%), Cash Equivalent(5.87%) as on March 2024
Yield to Maturity is 8.01 as on March 2024. Yield to Maturity is the total return earned on your bond investments if you hold the bond investments till maturity & all bonds' proceeds are reinvested in it.
Modified Duration is 3.79 as on March 2024. Modified Duration tells the sensitivity of the price of a bond to a change in interest rate.
AAA | 63.62 |
AA | 32.4 |
A | 3.98 |
Mohit Sharma, Sunaina Cunha are the fund managers of Aditya Birla Sun Life Medium Term Plan Direct Plan Growth
The Exit load of Aditya Birla Sun Life Medium Term Plan Direct Plan Growth is 2%