Rating : ★ ★ ★ ★ ☆
Aditya Birla Sun Life Medium Term Plan Regular Plan Reinvestment Inc Dist cum Cap Wdrl
 ÂMedium Duration Fund
Fund Type
Open Ended
Investment Plan
Dividend Reinvestment
Expense Ratio
2%
Asset Size
1897.89 Cr.
(As of 15 Sep, 2023)
Benchmark
CRISIL Medium Duration TR INR
Riskometer
Investors understand that their principal will be at High Risk.
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 manager
Sunaina Cunha
Exit load
2 %
(If redeemed within 365 days)Minimum sip
₹0
Minimum investment
₹1000
Top Holdings
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
Company
Assets
7.26% Govt Stock 2033
21.73%
7.26% Govt Stock 2032
5.69%
Shriram Finance Limited
5.37%
National Bank For Agriculture And Rural Development
4.28%
Sector Allocation
About the Scheme Type
Medium Duration Funds invest in debt and money market instruments wherein the portfolio’s Macaulay Duration should be between three to four years. Given that these funds do not have equity exposure, it reduces the risk factor and is generallysuited for investors whose investment horizon is 1 – 3 years and are looking for just better than nominal returns.
Ratings
This fund is rated 4 stars by Morning Star Ratings.
★ ★ ★ ★ ☆
Overview of Aditya Birla Sun Life AMC Ltd
Aditya Birla Sun Life AMC Limited (formerly known as Birla Sun Life Asset Management Company Limited), the investment manager of Aditya Birla Sun Life Mutual Fund (formerly known as Birla Sun Life Mutual Fund), is a joint venture between the Aditya Birla Group and the Sun Life Financial Inc. of Canada.
The joint venture brings together the Aditya Birla Group's experience in the Indian market and Sun Life's global experience. Aditya Birla Sun Life Mutual Fund (ABSLMF) was established in 1994 and is co-sponsored by Aditya Birla Capital Limited (ABCL) and Sun Life (India) AMC Investments Inc. The Aditya Birla Sun Life Mutual Fund is one of the leading Fund Houses in India based on domestic average AUM as published by the Association of Mutual Funds of India (AMFI). The Aditya Birla Mutual Fund has total domestic assets under management (AUM) of close to Rs. 2423 billion (Quarter ended December 31st, 2018). The fund house has an extraordinary mix of reach, a wide range of product offerings across equity, debt, balanced as well as structured asset classes and sound investment performance, with around 6.8 million investor folios (as of December 31st, 2018).