Aditya Birla Sun Life Medium Term Plan Direct Plan Growth - Latest NAV ₹25.2627, Returns, Performance & Portfolio

Aditya Birla Sun Life Medium Term Plan Direct Plan Growth

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    6.42%
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    (+0.01)25.2627

Min amount: ₹1,000

Investment mode is SIP (Monthly)

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 4.88 Lakhs in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years6.42%
3 Years4.08%
1 Year9.06%
6 Months6.84%
Fund Details
ISININF209K01XA9
RiskModerate Risk
Fund TypeMedium Duration
NAV25.2627
Exit Load2% for 365 Days

More about this fundstar

Top HoldingsWeightage
5.77% GOI 20308.77%
Shriram - City Union Finance Limited6.5%
L&T Infrastructure Finance Company Limited6.18%
Shriram Transport Finance Company Limited5.39%
U.P. Power Corporation Limited5.05%
REC Limited5.04%
U.P. Power Corporation Limited4.92%
LIC Housing Finance Limited2.94%
8.15% Govt Stock 20262.72%
Embassy Office Parks REIT2.69%

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Min amount: ₹1,000

Investment mode is SIP (Monthly)

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 4.88 Lakhs in a period of 20 years
Moderate Risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns