CASPeR Ranking #69
Aditya Birla Sun Life Medium Term Plan Institutional Growth
NAV (Thu Apr 04 2019)
₹22
Returns (Since Inception)
6.84%
Category Average
5.98%
Rating
NA
Allocation and Holdings
Asset class
Weightage
Unknown
62.50%
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Overall rating
Scheme Information
Fund name
Aditya Birla Sun Life Medium Term Plan Institutional Growth
Minimum SIP
1000
Risk Level
Moderately High risk
AUM
₹1904.22 Cr
ISIN
INF209K01660
Inception Date
Mar 25 2009
Standard Deviation
2.236
Beta
-
Sharpe Ratio
0.151
Benchmark
CRISIL Medium Duration TR INR
Expense Ratio
1.580%
Exit Load
In respect of each purchase / switch-in of Units, upto 15% of the units may be redeemed / switched-out without any exit load from the date of allotment. Any redemption in excess of the above limit shall be subject to the following exit load: - For redemption / switch-out of units on or before 1 year from the date of allotment: 2.00% of applicable NAV. - For redemption / switch-out of units after 1 year but on or before 2 years from the date of allotment: 1.00% of applicable NAV. - For redemption / switch-out of units after 2 years: Nil
Risk
Moderately High risk
Investment Objective
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.
Fund Managers
Sunaina Cunha
Mohit Sharma
About the AMC
Aditya Birla Sun Life AMC Ltd
Phone Number
+91 22 43568000Email Address
care.mutualfunds@adityabirlacapital.comCorporate Office Address
Aditya Birla Sun Life AMC Ltd,One World Centre, Tower 1, 17th Floor,Jupiter Mill Compound, 841, Senapati Bapat Marg,Elphinstone RoadOverall AUM
₹1904.22 Cr
Website
www.adityabirlasunlifemf.comPopular Hybrid Funds
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