e.g. Tata motors, Reliance MF, 500570

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

Debt Credit Opportunities Moderate

NAV on (No Data Available)

₹0.00

No Data Available

Fund Size

₹1491.88 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

1491.88 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

Power Finance Corporation Ltd. 19.68%
ICICI Bank Ltd. 16.21%
Mundra Port & Special Economic Zone Ltd. 13.86%
Cash & Current Assets 8.05%
Reliance Industries Ltd. 7.98%
Central Bank of India 7.92%
Debt Others 5.94%
South Indian Bank 5.63%
Housing Development Finance Corporation Ltd. 5.40%
Reliance Utilities & Power Private Ltd. 4.37%
Reliance Ports & Terminals Ltd. 2.84%
Kotak Mahindra Prime Ltd. 2.12%
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-Daily?

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

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

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

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

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

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

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

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

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

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