Return
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- 3M
- 6M
- 1Y
- 3Y
- 5Y
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹0 & Lump. ₹1000
AUM (Fund size)
₹0 Cr
Lock In Period
N/A
Expense Ratio
1.57
Benchmark
CRISIL Medium Term Debt Index
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 theabove 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.
Summary
Latest details for Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 Growth include a ₹0.546 NAV as of Sep 30,2022 and returns since inception of --%. Minimum investments start at SIP ₹0. The Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 Growth AUM is ₹0 Cr, with a lock-in of N/A years, expense ratio of 1.57%, and benchmark CRISIL Medium Term Debt Index. Exit load is - 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 theabove 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.. In the growth review for 1M Month/Year, the fund recorded 0.09% returns, against a category average of -0.21% and a category best of 298.31%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.09 | -0.21 | 298.31 |
| 6M | -59.02 | 2.01 | 316.78 |
| 1Y | -59.02 | 6.55 | 340.09 |
| 3Y | 0.00 | 14.48 | 39.54 |
Portfolio Analysis
- Equity:
- Debt:
- Others
As on:
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About Fund
Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 Growth managed by Aditya Birla Sun Life Mutual Fund,is a Medium Duration Fundsscheme with Assets Under Management of ₹0 Crore. The fund benchmarks its performance against the CRISIL Medium Term Debt Index while maintaining an expense ratio of 1.57. Under the expert guidance of Sunaina Da Cunha ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundFranklin India Income Opportunities Fund - Segregated Portfolio 2 Growth | 0 | 0 CR | 0.04 |
| This FundAditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 Growth | 0 | 0 CR | 1.57 |
| This FundAditya Birla Sun Life Medium Term Plan Growth | 5 | 3027.15 CR | 1.56 |
| This FundAditya Birla Sun Life Medium Term Plan - Institutional Plan Growth | 5 | 1626.19 CR | 1.68 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundFranklin India Income Opportunities Fund - Segregated Portfolio 2 Growth | 309.4572 | 0 |
| This FundAditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 Growth | -59.0152 | 0 |
| This FundAditya Birla Sun Life Medium Term Plan Growth | 10.3926 | 33.4126 |
| This FundAditya Birla Sun Life Medium Term Plan - Institutional Plan Growth | 10.5663 | 37.0187 |
FAQs
Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 Growth is 1.57. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 Growth’s fund performance is as follows:
- 1 Month : 0.09%
- 6 Months : -59.02%
- 1 Year : -59.02%
- 3 Years : 0.00%
You can invest in Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 Growth is ₹0 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500