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

Debt Credit Opportunities Moderate

NAV on (No Data Available)

₹0.00

No Data Available

Fund Size

₹6273.15 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

6273.15 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

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

Net Receivables / (Payables) 22.27%

ECL Finance Ltd (24/03/2017) (ZCB) 7.29%

7.00% RKN RETAIL PVT. LTD (11/03/2018) 6.29%

Government of India (01/12/2044) 6.25%

Clearing Corporation of India Ltd 6.18%

10.00% S.D. Corporation Pvt. Ltd (29/04/2021) 4.31%

11.00% RHC Holding Pvt Ltd (12/11/2019) 4.25%

10.60% Relationships Properties Pvt Ltd (29/09/2018) 3.63%

12.06% Adani Power Limited (30/04/2018) 3.49%

11.00% IL & FS Education and Technology Services Ltd (10/04/2020) 3.21%

9.84% Tata Motors Finance Solutions Ltd (30/07/2018) 3.20%

Government of India (22/06/2045) 2.17%

Dewan Housing Finance Corporation Limited (28/04/2017) (ZCB) 1.97%

10.52% IL & FS Education and Technology Services Ltd (10/10/2017) 1.71%

9.40% Dewan Housing Finance Corporation Limited (30/05/2018) 1.69%

9.25% TATA Realty & Infrastructure Ltd (23/07/2019) 1.60%

11.72% Hero Realty Ltd (29/03/2019) 1.60%

15.00% Coffee Day Natural Resources Private Limited (12/11/2016) 1.60%

9.46% Indiabulls Housing Finance Limited (12/09/2018) 1.36%

11.50% Bank of India (22/06/2021) 1.36%

10.15% STCI Finance Limited (17/01/2017) 1.17%

9.43% Tata Power Renewable Energy Ltd (22/01/2025) 1.12%

11.25% Syndicate Bank (30/03/2021) 1.04%

14.50% Coffee Day Enterprises Limited (27/04/2018) 0.96%

10.32%GrndVIEWESTATES (15/03/2019) 0.80%

10.15% Pune Solapur Expressway Pvt Ltd (30/03/2029) 0.71%

10.35% Hero Fincorp Limited (18/11/2016) 0.50%

6.01% Sahyadri Agencies Ltd (14/11/2016) 0.49%

State Government Securities (30/03/2025) 0.48%

State Government Securities (30/03/2024) 0.48%

State Government Securities (30/03/2023) 0.48%

Government of India (10/11/2033) 0.42%

State Government Securities (30/03/2022) 0.40%

12.37% Hero Realty Ltd (09/06/2017) 0.40%

9.50% Shriram Transport Finance Company Limited (28/08/2019) (FRN) 0.24%

9.64% Power Finance Corporation Limited (15/12/2016) 0.16%

9.10% Vedanta Limited (05/04/2023) 0.15%

10.25% Reliance Gas Transportation Infrastructure Ltd (22/08/2021) 0.08%

9.25% Reliance Jio Infocomm Limited (16/06/2024) 0.08%

State Government Securities (30/03/2026) 0.08%

Government of India (15/12/2023) 0.06%

Government of India (09/05/2030) 0.04%

12.12% Kotak Mahindra Prime Ltd (30/03/2017) 0.01%

Sector Allocation

Finance 0.16%

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 - IDCW-Half Yearly?

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

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

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

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

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

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

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

A: The exit load of Aditya Birla Sun Life Medium Term Plan - Institutional Plan - IDCW-Half Yearly 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-Half Yearly taxed?

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

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