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

Debt Credit Opportunities Moderate

NAV on (No Data Available)

₹0.00

No Data Available

Fund Size

₹2677.4351 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

2677.4351 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

12.50% DLF Ltd (30/04/2018) 6.75%

7.00% RKN RETAIL PVT. LTD (11/03/2018) 5.99%

Allahabad Bank (02/06/2014) 5.67%

12.25% TRIL Infopark Ltd (TATA Realty SPV) (20/07/2015) 5.44%

11.45% Sterlite Technologies Ltd (02/03/2017) 4.70%

9.81% Power Finance Corporation Ltd (07/10/2018) 3.95%

Indiabulls Housing Finance Ltd (25/03/2015) 3.93%

12.00% IL&FS Transportation Networks Ltd (18/03/2019) 3.80%

10.30% GSPC Distribution Networks Ltd. (22/04/2016) 3.76%

9.69% Power Finance Corporation Ltd (02/03/2019) 3.75%

9.89% Tata Motors Finance Ltd (26/06/2015) 3.73%

14.00% RHC Holding Pvt Ltd (18/12/2014) 3.55%

10.15% Securities Trading Corp Ind Ltd (17/01/2017) 2.69%

Tata Housing Development Co Ltd (18/11/2016) 2.40%

10.40% L&T Vrindavan Properties Ltd (24/03/2017) 2.34%

9.38% Rural Electrification Corporation Ltd (06/11/2018) 2.22%

Clearing Corporation of India Ltd 2.08%

6.00% Sahyadri Agencies Ltd (14/11/2016) 1.93%

Tata Motors Finance Ltd (20/03/2017) 1.88%

10.60% Mandava Holdings Private Limited (21/01/2015) 1.87%

Shapoorji Pallonji & Co Ltd (04/04/2014) 1.87%

Fullerton India Credit Co Ltd (10/09/2014) 1.79%

10.00% Shriram Transport Finance Company Ltd (26/11/2014) 1.31%

9.25% Pantaloons Fashion & Retail India Ltd (07/05/2016) 1.30%

9.40% Tata Motors Finance Ltd (05/06/2016) 1.20%

10.35% Hero Fincorp Limited (18/11/2016) 1.17%

10.75% Shriram Transport Finance Company Ltd (24/10/2016) 1.13%

11.10% Floreat Investments Ltd (22/10/2015) 1.12%

11.00% Cholamandalam Investment and Finance Company Ltd (19/09/2016) 0.95%

Birla Sun Life Cash Plus - Growth - Direct Plan 0.94%

11.00% Reliance Mediaworks Ltd (01/03/2015) 0.94%

10.60% Mandava Holdings Private Limited (26/03/2015) 0.94%

11.45% Sterlite Technologies Ltd (05/05/2016) 0.94%

9.63% Rural Electrification Corporation Ltd (05/02/2019) 0.94%

9.41% Power Finance Corporation Ltd (01/09/2016) 0.93%

10.25% Tata Motors Finance Ltd (15/09/2014) 0.93%

9.24% Rural Electrification Corporation Ltd (17/10/2018) 0.92%

9.60% Hindalco Industries Ltd (02/08/2022) 0.91%

9.24% Sesa Sterlite Ltd (06/12/2022) 0.91%

Net Receivables / (Payables) 0.89%

Tata Motors Finance Ltd (07/05/2016) 0.75%

9.69% LIC Housing Finance Ltd (27/03/2017) 0.75%

9.40% Sesa Sterlite Ltd (27/11/2022) 0.73%

9.40% Sesa Sterlite Ltd (25/10/2022) 0.55%

10.40% Kotak Mahindra Investments Ltd (08/03/2016) 0.38%

9.38% National Bank For Agriculture and Rural Development (09/01/2015) 0.37%

9.40% National Bank For Agriculture and Rural Development (31/07/2015) 0.37%

8.70% Power Finance Corporation Ltd (14/05/2015) 0.37%

10.75% Floreat Investments Ltd (28/01/2016) 0.37%

9.24% Sesa Sterlite Ltd (20/12/2022) 0.36%

10.60% LIC Housing Finance Ltd (06/09/2016) 0.19%

RHC Holding Pvt Ltd (30/03/2017) 0.19%

9.33% Power Finance Corporation Ltd (17/02/2017) 0.07%

9.28% Rural Electrification Corporation Ltd (15/02/2017) 0.07%

10.01% Kotak Mahindra Prime Ltd (30/03/2017) 0.02%

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-Quarterly?

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

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

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

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

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

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

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

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

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

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