INF209KB1Q15

Aditya Birla Sun Life Medium Term Plan Segregated Port 1 Direct Growth

Moderately High risk Other Bond Fixed Income

NAV (Fri Sep 30 2022)

₹1

Returns (Since Inception)

0.00%

Category Average

0.00%

Rating

NA

Allocation and Holdings

Asset class

Weightage

ad banner to download
Get your personalized mutual fund portfolio in 2 minutes.
rating icon4.5

Overall rating

100K+Downloads

Scheme Information

Fund name

Aditya Birla Sun Life Medium Term Plan Segregated Port 1 Direct Growth


Minimum SIP

500


Risk Level

Moderately High risk


AUM

₹130.72 Cr


ISIN

INF209KB1Q15


Inception Date

Nov 25 2019


Standard Deviation

-


Beta

-


Sharpe Ratio

-


Benchmark

CRISIL Medium Term Debt TR INR


Expense Ratio

-


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

Popular Fixed Income funds

View all Funds

Expert designed mutual fund portfolios

Mutual Funds are a smart way to grow your money. They can help you achieve your financial goals as they have the potential to generate higher-than-inflation returns.

Mutual fund cover img

It’s Time to Grow Your Wealth

₹1,000+ cr

AUM

1+ Lac

Investors

stack mb