Aditya Birla Sun Life Medium Term Plan - Institutional Plan Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020
Aditya Birla Sun Life Medium Term Plan - Institutional Plan Growth Fund Overview
Min. investment
SIP ₹ & Lump. ₹10000000
AUM (Fund size)
₹1,626 Cr
Lock In Period
N/A
Expense Ratio
1.68
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.
Benchmark
CRISIL Medium Term Debt Index
Aditya Birla Sun Life Medium Term Plan - Institutional Plan Growth Calculate Returns
You would have got
Your Investment Amount
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 1.39 | -0.67 | 298.31 |
| 6M | 2.70 | 0.98 | 316.78 |
| 1Y | 3.69 | 3.68 | 340.09 |
| 3Y | 6.84 | 10.99 | 39.54 |
Portfolio Analysis
- Equity:
- Debt: 97.74%
- Others
As on: 2022-11-15
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About Fund Aditya Birla Sun Life Medium Term Plan - Institutional Plan Growth
Aditya Birla Sun Life Medium Term Plan - Institutional Plan Growth managed by Aditya Birla Sun Life Mutual Fund,is a Medium Duration Fundsscheme with Assets Under Management of ₹1,626 Crore. The fund benchmarks its performance against the CRISIL Medium Term Debt Index while maintaining an expense ratio of 1.68. 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.
Fund Managers
Sunaina Da Cunha
Ms. Sunaina da Cunha holds B.Com, MBA (FMS, Delhi), CFA She has over 10 years of experience in credit evaluation and research. Prior to joining BSLAMC, she worked with Aditya Birla Management Corporation Ltd as Group Management Trainee.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| ICICI Prudential Medium Term Bond Fund Growth | 4 | 5,490 CR | 1.36 |
| Nippon India Medium Duration Fund Growth | 0 | 149 CR | 1.11 |
| Kotak Medium Term Fund - Growth | 3 | 1,915 CR | 1.63 |
| Aditya Birla Sun Life Medium Term Plan Growth | 5 | 3,280 CR | 1.55 |
| Aditya Birla Sun Life Medium Term Plan - Institutional Plan Growth | 0 | 1,626 CR | 1.68 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundICICI Prudential Medium Term Bond Fund Growth | 7.4478 | 25.9123 |
| This FundNippon India Medium Duration Fund Growth | 6.1188 | 26.1623 |
| This FundKotak Medium Term Fund - Growth | 7.11 | 26.4766 |
| This FundAditya Birla Sun Life Medium Term Plan Growth | 8.829 | 33.1294 |
| This FundAditya Birla Sun Life Medium Term Plan - Institutional Plan Growth | 10.5663 | 37.0187 |
Aditya Birla Sun Life Medium Term Plan - Institutional Plan Growth FAQs
Aditya Birla Sun Life Medium Term Plan - Institutional Plan 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 - Institutional Plan Growth is 1.68. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Aditya Birla Sun Life Medium Term Plan - Institutional Plan Growth’s fund performance is as follows:
- 1 Month : 1.39%
- 6 Months : 2.70%
- 1 Year : 3.69%
- 3 Years : 6.84%
You can invest in Aditya Birla Sun Life Medium Term Plan - Institutional Plan 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 - Institutional Plan Growth is ₹1,626 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Aditya Birla Sun Life Medium Term Plan - Institutional Plan Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
