Open menu
Paytm Money logo
search-placeholder
search
Mutual Fund Details
search-placeholder
search
Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Medium Term Direct Plan-Growth

Investment Performance

would have given a return of
1,10,871
star
1,21,647
star
1,43,686
star
1,46,677
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
46,677
Profit (absolute return)
46.68%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm Money

Investment Returns

In the last 3 months
2.09%
In the last 6 months
3.65%
In the last 1 year
26.34%
In the last 3 years
46.68%
In the last 5 years
51.35%
In the last 10 years
149.27%
Absolute Returns
CAGR

Scheme Riskometer

low
low
low to moderate
low to moderate
moderate
moderate
moderately high
moderately high
high
high
very high
very high
indicator
Investors understand that their principal will be at high risk

Scheme Information

Aditya Birla Sun Life Medium Term Direct Plan-Growth
Aditya Birla Sun Life Medium Term Direct Plan-Growth
as of 31 Dec 2022, 05:30 AM
1,646.65 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
For units in excess of 15% of the investment, exit load of 2% if redeemed within 1 year, 1% if redeemed after 1 year but within 2 years.
0.81%
Expense Ratio
Plan
Growth
3.08%
Cash Holding
Benchmark
CRISIL Medium Duration Fund CIII Index
Scheme Document
Benchmark
CRISIL Medium Duration Fund CIII Index
Exit Load
For units in excess of 15% of the investment, exit load of 2% if redeemed within 1 year, 1% if redeemed after 1 year but within 2 years.
Scheme Document

Companies Holding in this Mutual Fund

as on 31 Dec 2022
Sort By
GOI
25.09%
413.14 Cr
Shriram City Union Finance Ltd.
6.15%
101.27 Cr
Axis Bank Ltd.
4.41%
72.62 Cr
Canara Bank
3.04%
50.06 Cr
Others
61.31%
1,009.56 Cr
View All
View All

Instruments Holding in this Mutual Fund

as on 31 Dec 2022
Debenture
45.83%
754.60 Cr
GOI Sec
22.00%
362.20 Cr
CD
7.44%
122.58 Cr
NCD
6.22%
102.44 Cr
Additional Tier 2 Bo
3.80%
62.57 Cr
Others
14.71%
242.22 Cr
View All
View All

About Aditya Birla Sun Life Medium Term Direct Plan-Growth

Aditya Birla Sun Life Medium Term Direct Plan-Growth is a Debt mutual fund scheme from Aditya Birla Sun Life Mutual Fund. This scheme was launched on Invalid date and is currently managed by its fund managers Mohit Sharma and Sunaina da Cunha. It has an AUM of ₹1,646.65 Crores and the latest NAV decalared is ₹33.840 as on 07 Feb 2023 at 10:37 am.
Aditya Birla Sun Life Medium Term Direct Plan-Growth scheme return performance in last 1 year is 26.34%, in last 3 years is 46.68% and 151.40% since scheme launch. The min. SIP amount to invest in this scheme is ₹1000.

Scheme Details

AUM:1,646.65 Cr
Category:Debt: Medium Duration
Launch Date:Invalid date
Fund Type:Open-End

AMC Information

Address
Address
One India Bulls Center - Tower 1,17th Floor - Jupiter Mills Compound,841 Senapati Bhawan, Elphinstone Road,400013
Phone Number
Phone Number
Fax : 022-43568110