Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Fund House: Aditya Birla Sun Life Mutual Fund| Category: Debt: Medium Duration |
| Launch Date: 25-03-2009 |
| Asset Class: Fixed Income |
| Benchmark: CRISIL Medium Duration Debt A-III Index |
| TER: 1.55% As on (31-05-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 3,123.86 Cr As on 31-05-2026(Source:AMFI) |
| Turn over: - | Exit Load: 1% on or before 1Y, NIL after 1Y |
43.574
0.05 (0.1237%)
8.88%
Benchmark: 7.26%
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:
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
7 Years 7 Months
16 Years 3 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 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
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | 8.49 |
| Average Maturity | 3.86 |
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 - Regular Plan | 25-03-2009 | 8.73 | 11.26 | 9.99 | 12.11 | 8.55 |
| ICICI Prudential Medium Term Bond Fund - Growth | 15-09-2004 | 7.28 | 8.37 | 7.97 | 6.89 | 7.39 |
| Kotak Medium Term Fund - Growth | 21-03-2014 | 6.83 | 8.2 | 8.16 | 6.64 | 6.86 |
| Axis Strategic Bond Fund - Regular Plan - Growth Option | 28-03-2012 | 6.46 | 8.03 | 7.9 | 6.86 | 7.47 |
| HDFC Medium Term Debt Fund - Growth Option | 06-02-2002 | 6.11 | 7.53 | 7.39 | 6.28 | 7.01 |
| SBI Medium Duration Fund - Regular Plan - Growth | 12-11-2003 | 6.1 | 7.53 | 7.41 | 6.4 | 7.76 |
| Nippon India Medium Duration Fund - Growth Option | 01-06-2014 | 5.87 | 8.59 | 8.01 | 6.44 | 3.27 |
| HSBC Medium Duration Fund - Regular Growth | 02-02-2015 | 5.44 | 7.4 | 7.38 | 6.22 | 6.62 |
| Bandhan Medium Duration Fund - Regular Plan - Growth | 08-07-2003 | 5.19 | 7.04 | 6.92 | 5.45 | 6.42 |
| DSP Bond Fund - Growth | 29-04-1997 | 4.85 | 7.23 | 7.21 | 6.04 | 6.06 |
Scheme Characteristics
Investment in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 3 years - 4 years.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
100.0%
