e.g. Tata motors, Reliance MF, 500570

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

Debt Credit Opportunities Moderate

NAV on (No Data Available)

₹0.00

No Data Available

Fund Size

₹579.9251 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

10

AUM Fund

579.9251 Cr

Min investment

Rs 10000000

Expense Ratio

1.29%

Exit Load

1% if units in excess of 15% of the units are redeemed on or before 365 days

Holdings

RKN Retail Private Ltd. 14.01%
TRIL Infopark Ltd. 9.50%
Jay Properties Private Ltd. 8.25%
RHC Holding Private Ltd. 7.73%
Shapoorji Pallonji Infrastructure Capital Company Ltd. 7.61%
Prime Publishing Private Ltd. 6.91%
Floreat Investments Ltd. (Backed by Security of Shapoorji Pallonji & Compan 5.28%
Piramal Enterprises Ltd. 4.16%
Other Receivable/(Payable) 2.85%
Shriram Transport Finance Company Ltd. 2.78%
Tata Motors Finance Ltd. 2.60%
IndusInd Bank Ltd. 1.69%
Power Finance Corporation Ltd. 1.66%
Aditya Birla Finance Ltd. 1.57%
JSW Techno Projects Management Ltd. 1.35%
CBLO & Reverse Repo 1.27%
Fullerton India Credit Company Ltd. 1.07%
Coffee Day Resorts Private Ltd. 0.87%
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
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 - IDCW?

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

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

A: Aditya Birla Sun Life Medium Term Plan - Institutional Plan - IDCW 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 - IDCW?

A: The expense ratio of Aditya Birla Sun Life Medium Term Plan - Institutional Plan - IDCW is 1.29%, which impacts overall returns.

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

A: Aditya Birla Sun Life Medium Term Plan - Institutional Plan - IDCW 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 - IDCW a good investment?

A: Aditya Birla Sun Life Medium Term Plan - Institutional Plan - IDCW 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 - IDCW?

A: The exit load of Aditya Birla Sun Life Medium Term Plan - Institutional Plan - IDCW is 1% if units in excess of 15% of the units are redeemed on or before 365 days, applicable if redeemed within the specified period.

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

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

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