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

Debt Credit Opportunities High

NAV on (No Data Available)

₹0.00

No Data Available

Fund Size

₹1626.19 Crores

1Y Returns

No Data Available%

Earn 1% Higher Returns on Direct Funds

Invest Top Funds

Disclaimer: Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing.

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 & secondary objective is growth of capital.

AMC

Aditya Birla Sun Life AMC Limited

Fund Details

Launch Date

March 23, 2009

Fund Manager

Ms. Sunaina Da Cunha

Initial Price

AUM Fund

1626.19 Cr

Min investment

Rs 10000000

Expense Ratio

1.68%

Exit Load

In respect of each purchase / switch-in of Units, upto 15% of the units may be redeemed / switched out without any exit load from the date of allotment. Any redemption in excess of theabove limit shall be subject to the following exit load:? For redemption / switch-out of units on or before 1 year from the date of allotment - 2.00% of applicable NAV.? For redemption / switch-out of units after 1 year but on or before 2 years from the date of allotment - 1.00% of applicable NAV.? For redemption / switch-out of units after 2 years - Nil.

Equity / Mid Cap funds	1Y	3Y	Fund Size (Cr)
Franklin India Credit Risk Fund - Segregated Portfolio 2	309.18%	0.00%	₹0
Franklin India Credit Risk Fund - Segregated Portfolio 2 - Direct Plan	309.14%	0.00%	₹0
Franklin India Credit Risk Fund - Segregated Portfolio 2 - Direct Plan	309.13%	0.00%	₹0
Franklin India Credit Risk Fund - Segregated Portfolio 2	309.12%	0.00%	₹0
Bank of India Credit Risk Fund - Direct Plan	17.47%	32.99%	₹104.69

Holdings

Government of India (17/01/2032) 10.79%

Government of India (22/08/2032) 8.91%

9.25% Shriram City Union Finance Limited (28/05/2024) 6.22%

Axis Bank Limited (16/06/2023) 4.42%

7.83% Mahindra Rural Housing Finance Limited (17/06/2024) (FRN) 3.07%

Canara Bank (03/01/2023) 3.05%

Kotak Mahindra Bank Limited (03/02/2023) 3.03%

6.50% TATA Realty & Infrastructure Limited (17/07/2024) 2.88%

5.90% Bharti Hexacom Limited (30/04/2024) 2.88%

9.55% JM Financial Credit Solutions Ltd (23/07/2024) (FRN) 2.73%

6.94% GIC Housing Finance Limited (22/02/2023) 2.44%

Net Receivables / (Payables) 2.30%

Government of India (24/11/2026) 2.23%

10.50% IndusInd Bank Limited (28/03/2029) 2.23%

IRB InvIT Fund 2.22%

7.00% DLF Limited (25/03/2024) 2.14%

5.72% LIC Housing Finance Limited (22/02/2024) 2.10%

8.227697% Varanasi Sangam Expressway Private Limited (29/12/2034) (FRN) 1.94%

6.70% DLF Cyber City Developers Limited (30/09/2024) 1.78%

8.10% Tata Capital Housing Finance Limited (14/01/2023) 1.54%

7.42% Bajaj Housing Finance Limited (12/07/2024) 1.53%

Adani Enterprises Limited (09/01/2023) 1.52%

7.15% GR Infraprojects Limited (31/05/2024) 1.51%

6.832164% Bharti Telecom Limited (18/10/2024) 1.48%

6.24% State Bank of India (21/09/2030) 1.48%

5.83% State Bank of India (26/10/2030) 1.47%

10.32% ANDHRA PRADESH CAPITAL REGION DEVELOPMENT AUTHORITY (15/11/2024) 1.30%

5.50% The Ramco Cements Limited (26/04/2023) 1.22%

5.75% Bharat Oman Refineries Limited (15/12/2023) 1.20%

6.10% Sundew Properties Limited (28/06/2024) 1.19%

6.59% Summit Digitel Infrastructure Private Limited (16/06/2026) 1.19%

Government of India (12/04/2026) 1.18%

8.73% Union Bank of India (15/12/2030) 1.18%

10.32% ANDHRA PRADESH CAPITAL REGION DEVELOPMENT AUTHORITY (16/11/2023) 1.05%

8.20% Arka Fincap Limited (06/03/2024) 1.03%

8.50% L&T Finance Limited (17/02/2023) 0.92%

Government of India (22/09/2033) 0.92%

7.25% Punjab National Bank (14/10/2030) 0.91%

7.99% Tata Power Company Limited (15/11/2024) 0.86%

0% GOI - 16DEC24 STRIPS 0.81%

8.84% Tata Power Company Limited (21/02/2023) 0.80%

0% GOI - 16JUN25 STRIPS 0.79%

7.70% TMF Holdings Limited (25/02/2025) 0.60%

6.20% Torrent Power Limited (11/03/2024) 0.60%

Clearing Corporation of India Limited 0.58%

10.15% U.P. Power Corporation Limited (20/01/2023) 0.27%

8.78% DME Development Limited (16/03/2037) (FRN) 0.27%

8.78% DME Development Limited (16/03/2036) (FRN) 0.27%

8.78% DME Development Limited (16/03/2034) (FRN) 0.26%

8.78% DME Development Limited (16/03/2035) (FRN) 0.26%

8.78% DME Development Limited (16/03/2033) (FRN) 0.26%

8.78% DME Development Limited (15/03/2031) (FRN) 0.26%

8.78% DME Development Limited (16/03/2032) (FRN) 0.26%

8.78% DME Development Limited (16/03/2030) (FRN) 0.26%

8.78% DME Development Limited (16/03/2029) (FRN) 0.26%

8.78% DME Development Limited (16/03/2028) (FRN) 0.26%

9.75% U.P. Power Corporation Limited (20/10/2023) 0.23%

10.15% U.P. Power Corporation Limited (19/01/2024) 0.16%

State Government Securities (26/02/2028) 0.11%

8.49% NTPC Limited (25/03/2025) 0.09%

8.37% REC Limited (07/12/2028) 0.07%

State Government Securities (26/12/2028) 0.07%

0% GOI - 15DEC24 STRIPS 0.03%

Government of India (08/01/2028) 0.03%

State Government Securities (18/02/2028) 0.02%

State Government Securities (24/10/2028) 0.01%

Government of India (14/01/2029) 0.01%

Government of India (08/04/2026) 0.01%

State Government Securities (20/02/2023) 0.01%

Sector Allocation

Banks 2.23%

Finance 6.24%

Power 0.75%

Address

One World Center, Tower 1, 17th Floor,Jupiter Mills, Senapati Bapat Marg,Elphinstone Road, Mumbai Maharashtra India 400013

Phone

+91 22 43568008/ 8000

Fax

+91 22 43568110, 43568111

Launch Date

March 23, 2009

E-mail

abslamc.cs@adityabirlacapital.com

Website

https://mutualfund.adityabirlacapital.com

Custodian

Citibank NA

Registrar & Transfer Agent

Computer Age Management Services (P) Ltd.

Frequently Asked Questions

Q: What is the current NAV of Aditya Birla Sun Life Medium Term Plan - Institutional Plan - Growth?

A: The latest NAV of Aditya Birla Sun Life Medium Term Plan - Institutional Plan - Growth is ₹ .

Q: What type of mutual fund is Aditya Birla Sun Life Medium Term Plan - Institutional Plan - Growth?

A: Aditya Birla Sun Life Medium Term Plan - Institutional Plan - Growth is a 'Debt - Credit Opportunities' type mutual fund managed by 'Aditya Birla Sun Life AMC Limited'.

Q: What is the expense ratio of Aditya Birla Sun Life Medium Term Plan - Institutional Plan - Growth?

A: The expense ratio of Aditya Birla Sun Life Medium Term Plan - Institutional Plan - Growth is 1.68%, which impacts overall returns.

Q: Who manages Aditya Birla Sun Life Medium Term Plan - Institutional Plan - Growth?

A: Aditya Birla Sun Life Medium Term Plan - Institutional Plan - Growth is managed by Ms. Sunaina Da Cunha, who oversees investment strategy and portfolio decisions.

Q: Is Aditya Birla Sun Life Medium Term Plan - Institutional Plan - Growth a good investment?

A: Aditya Birla Sun Life Medium Term Plan - Institutional Plan - Growth may be suitable depending on your financial goals, risk appetite, and investment horizon. Always evaluate fund performance and consult a financial advisor.

Q: What is the exit load of Aditya Birla Sun Life Medium Term Plan - Institutional Plan - Growth?

A: The exit load of Aditya Birla Sun Life Medium Term Plan - Institutional Plan - Growth is In respect of each purchase / switch-in of Units, upto 15% of the units may be redeemed / switched out without any exit load from the date of allotment. Any redemption in excess of theabove limit shall be subject to the following exit load:? For redemption / switch-out of units on or before 1 year from the date of allotment - 2.00% of applicable NAV.? For redemption / switch-out of units after 1 year but on or before 2 years from the date of allotment - 1.00% of applicable NAV.? For redemption / switch-out of units after 2 years - Nil., applicable if redeemed within the specified period.

Q: How is Aditya Birla Sun Life Medium Term Plan - Institutional Plan - Growth taxed?

A: Taxation depends on the fund type (equity/debt) and holding period as per Indian tax laws.

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

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