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Aditya Birla SL Medium Term Plan
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.85 | 7.77 | 3.16 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.01 | 7.53 | 3.97 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 2.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 1,000 |
| BenchmarkBenchmark |
|---|
| CRISIL Medium Duration Debt Index |
About Medium Duration Fund
Medium duration funds are debt funds. They invest in debt and money market securities for the macaulay duration between 3 to 4 years. They have lower maturity than medium to long duration funds and long duration funds.
Peers & Comparison
DebtMedium Duration Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Aditya Birla SL Medium Term Plan | 11.13% | 14.55% | 9.56% |
| SBI Magnum Medium Duration Fund | 8.62% | 6.72% | 8.98% |
| ICICI Pru Medium Term Bond Fund | 8.62% | 7.00% | 8.49% |
| HDFC Medium Term Debt Fund | 8.72% | 6.51% | 8.18% |
Price Comparison
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Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Debt
Others
- ConstituentHolding Weight3M Change
- Government of India (14/08/2033)3M change : -1.44 %|
Holdings
27.64 %
-1.44 % - Government of India (06/02/2033)3M change : -0.44 %|
Holdings
10.37 %
-0.44 % - Government of India (24/07/2037)3M change : -0.24 %|
Holdings
5.43 %
-0.24 %
AMC Profile
Aditya Birla Sun Life AMC Limited, is a joint venture between the Aditya Birla Group and the Sun Life Financial Inc. of Canada. The joint venture brings together Aditya Birla Group's experience in the Indian market and Sun Life's global experience.
No.of Schemes
94
Total AUM
₹ 3,72,143.17 Cr.
Fund Manager Profile
Sunaina da Cunha
AUM: ₹62,532.88 Cr.
|
Exp: 7yrs
Mohit Sharma
AUM: ₹73,289.99 Cr.
|
Exp: 10yrs
Manager Performance (0)
Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%