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Aditya Birla Sun Life Medium Term Plan Regular Plan Growth
5Regular
Growth
3 yr CAGR
+8.35%
5Regular
Growth
3 yr CAGR
+8.35%
Fund overview
Net Asset Value
₹33.1761
AUM (Fund size)
1,895.03 Crore
Lock-in period
No Lock-in
Exit Load
1% in 730 days
Expense ratio
1.58%
Risk
Moderately High
Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
7,202 ₹
Investment in Regular Funds are no longer available. Switch to Direct Plan of the same fund for higher returns.
Top holdings
| Holdings | Weightage |
|---|---|
| 7.26% Govt Stock 2033 | 29.64% |
| 07.18 Goi 2033 | 8.71% |
| 7.38% Govt Stock 2027 | 4.03% |
| Shriram Finance Limited | 3.45% |
| LIC Housing Finance Limited | 2.9% |
| JSW Steel Limited | 2.61% |
| JM Financial Credit Solutions Limited | 2.34% |
| IRB InvIT Fund Units 2017-Series IV | 2.23% |
| Nexus Select Trust | 2.1% |
| JM Financial Products Limited | 2.09% |
Calculate returns
Monthly (SIP)
One-Time
₹
yrs
₹4,000 invested monthly becomes ₹0 in a period of 20 years
Top Sectors
Related Funds
| Fund | NAV | 3yr Returns | Risk |
|---|---|---|---|
| 35.62 | 13.68% | Moderately High risk | |
| 19.11 | 6.54% | Moderate Risk | |
| 47.73 | 6.02% | Moderately High risk | |
| 14.45 | 9.94% | Moderate Risk | |
| 26.26 | 6.65% | Moderate Risk | |
| 42.23 | 6.82% | Moderately High risk | |
| 74.91 | 4.96% | Moderate Risk | |
| 17.01 | 6.01% | Moderate Risk | |
| 21.32 | 6.27% | Moderately High risk | |
| 42.40 | 6.99% | Moderately High risk |
About Aditya Birla Sun Life AMC Ltd
Presently it is known as Aditya Birla Sun Life (ABSL) Asset Management Company Ltd. It is a joint venture between the Aditya Birla Group in India and Sun Life Financial Inc of Canada. It was set up as a joint venture in 1994.
Managers | Sunaina Cunha, Mohit Sharma, Dhaval Joshi |
Custodians | Citibank N.A. India |
Address | Aditya Birla Sun Life AMC Ltd One World Centre, Tower 1, 17th Floor |
Fax Nos. | +91 22 43568110/ 8111 |
Telephone Nos. | +91 22 43568000 |
Homepage | www.adityabirlasunlifemf.com |
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Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
7,202 ₹
Investment in Regular Funds are no longer available. Switch to Direct Plan of the same fund for higher returns.
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Frequently Asked Questions
What are debt-funds?
Debt funds is an investment vehicle that mainly invest in fixed income securities like corporate bonds, treasury bills, government securities and other money market instruments.
Who should invest in a debt fund?
Debt funds are ideal for investors who want regular income, but are risk-averse. Debt funds are less volatile and, hence, are less risky than equity funds.
What are liquid funds?
Liquid funds is a type of mutual funds which have a very short maturity period, not more than 91 days. The shorter maturity period, makes it almost a risk-free investment.You can get your money out of liquid funds any time without any penalty or cost.
What is a lock-in period?
It is the period for which your money will remain locked in the mutual fund. Most mutuals do not have any lock-in period. ELSS, Tax-Savers, come with a lock-in of 3 years which is the lowest compared to other 80C investment options. Lock-in period is calculated from the date of investment. Meaning SIPs will have different lock-in dates
Is KYC necessary for BLACK?
KYC is necessary for all fund houses. If you are investing through BLACK, you need to do your KYC just once. The same KYC will be used for all further investments.
What is a Mandate (Auto-SIP)?
A Mandate is a one-time registration through which you instruct your bank account to deduct a specified amount of money from your account daily towards investing into a SIP portfolio. Once you register for Mandate, you don’t have to follow the payment process every time you invest in the SIP.
