INF209K01660

CASPeR Ranking #69

Aditya Birla Sun Life Medium Term Plan Institutional Growth

Moderately High risk Medium Duration Fixed Income

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

100K+Downloads

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

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