Aditya Birla Sun Life Medium Term Plan - Growth - Direct Plan

Fund House: Aditya Birla Sun Life Mutual Fund
Category: Debt: Medium Duration
Launch Date: 01-01-2013
Asset Class: Fixed Income
Benchmark: CRISIL Medium Duration Debt A-III Index
TER: 0.86% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 2,206.08 Cr As on 31-03-2025(Source:AMFI)
Turn over: - | Exit Load: For units in excess of 15% of the investment

42.7812

9.83%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
Nifty 4-8 yr G-Sec Index
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
3 Years 8 Months
11 Years 11 Months
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The primary investment objective of the Scheme is to generate regular income through investments in debt & money market instruments in order to make regular dividend payments to unitholders.The Fund intends to optimise returns by keeping its portfolio duration between 1 year to 5 years. At anytime the maturity of the portfolio will be governed by the fund manager's perception of the interest rate scenario prevailing in the economy.

Current Asset Allocation (%)

Indicators

Standard Deviation 9.4
Sharpe Ratio 0.79
Alpha 7.46
Beta 1.35
Yield to Maturity 7.89
Average Maturity 4.9

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Aditya Birla Sun Life Medium Term Plan - Growth - Direct Plan 01-01-2013 15.39 11.14 15.07 14.53 9.43
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan 25-03-2009 14.56 10.36 14.26 13.74 8.67
Axis Strategic Bond Fund - Regular Plan - Growth Option 28-03-2012 10.13 8.47 7.68 7.43 7.62
HSBC Medium Duration Fund - Regular Growth 02-02-2015 9.97 8.26 7.22 7.17 7.12
Nippon India Strategic Debt Fund - Growth Option 01-06-2014 9.94 7.96 6.95 8.16 3.42
DSP Bond Fund - Growth 29-04-1997 9.84 8.15 7.25 6.55 6.28
Kotak Medium Term Fund - Growth 21-03-2014 9.83 8.29 7.02 7.42 7.13
ICICI Prudential Medium Term Bond Fund - Growth 15-09-2004 9.71 8.12 7.49 7.57 7.5
HDFC Medium Term Debt Fund - Growth Option 06-02-2002 9.68 8.05 7.12 7.08 7.29
SBI Magnum Medium Duration Fund - Regular Plan - Growth 12-11-2003 9.66 8.12 7.37 7.14 8.03

Scheme Characteristics

Investment in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 3 years - 4 years.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

99.95%

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