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- Aditya Birla Sun Life Medium Term Plan Growth Direct Plan
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Aditya Birla Sun Life Medium Term Plan Growth Direct Plan
NAV (Sep 5,2024)
The Aditya Birla Sun Life Medium Term Plan - Growth - Direct Plan is a great investment option for those looking for steady growth. With an expense ratio of 0.85% and a minimum investment of ₹1000, it provides flexibility and affordability. Established in 2013, this plan has an impressive scheme AUM of ₹1896.61 crore. The lock period for this plan is 0, allowing investors to access their funds when needed.
Aditya Birla Sun Life Medium Term Plan Growth Direct Plan Latest Trend
- 1M
- 2M
- 3M
Aditya Birla Sun Life Medium Term Plan Growth Direct Plan Latest Trend
Risk Ratios
- P/E Ratio0
- P/B Ratio0
- Alpha0
- Beta0
- Sharpe0.23
- Sortino0.45
Fund Overview
0.85%
0%
No Lock-in
₹ 1896.61 Cr
SIP ₹1000.00
Scheme Riskometer
Investors understand that their principal will be at
Moderately High
Investment Return Calculator
as on Sep 08, 2024
Total Invested Amount | 3 Months Absolute Return (In %) | 6 Months Absolute Return (In %) | 1 Year Absolute Return (In %) | 3 Year Absolute Return (In %) | 5 Year Absolute Return (In %) |
---|---|---|---|---|---|
₹ 10,000 | ₹ 10,317.88 (3.18%) | ₹ 10,495.24 (4.95%) | ₹ 10,895.74 (8.96%) | ₹ 14,656.33 (46.56%) | ₹ 15,797.74 (57.98%) |
₹ 30,000 | ₹ 30,953.64 (3.18%) | ₹ 31,485.72 (4.95%) | ₹ 32,687.22 (8.96%) | ₹ 43,968.99 (46.56%) | ₹ 47,393.22 (57.98%) |
₹ 50,000 | ₹ 51,589.4 (3.18%) | ₹ 52,476.2 (4.95%) | ₹ 54,478.7 (8.96%) | ₹ 73,281.65 (46.56%) | ₹ 78,988.7 (57.98%) |
₹ 80,000 | ₹ 82,543.04 (3.18%) | ₹ 83,961.92 (4.95%) | ₹ 87,165.92 (8.96%) | ₹ 1,17,250.64 (46.56%) | ₹ 1,26,381.92 (57.98%) |
₹ 1,00,000 | ₹ 1,03,178.8 (3.18%) | ₹ 1,04,952.4 (4.95%) | ₹ 1,08,957.4 (8.96%) | ₹ 1,46,563.3 (46.56%) | ₹ 1,57,977.4 (57.98%) |
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Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- Government of India42.56%
- LIC Housing Finance Limited2.90%
- CreditAccess Grameen Limited2.63%
- Belstar Microfinance Private Limited2.63%
- JSW Steel Limited2.61%
- Net Receivables Payables2.49%
- JM Financial Credit Solutions Ltd FRN2.33%
- DME Development Limited FRN2.24%
- IRB InvIT Fund2.12%
- Nexus Select Trust2.10%
- JM Financial Products Limited2.10%
- State Bank of India2.03%
- Clearing Corporation of India Limited1.87%
- GIC Housing Finance Limited1.84%
- Vedanta Limited FRN1.58%
- DLF Cyber City Developers Limited1.56%
- IndInfravit Trust1.55%
- Varanasi Sangam Expressway Private Limited FRN1.50%
- Shriram Finance Ltd1.32%
- Avanse Financial Services Ltd1.32%
- Adani Energy Solutions Limited1.31%
- GR Infraprojects Limited1.31%
- Sk Finance Ltd1.31%
- Yes Bank Limited1.31%
- Bharti Telecom Limited1.29%
- Mahindra Rural Housing Finance Limited FRN1.06%
- Oxyzo Financial Services Pvt Ltd1.05%
- Sundew Properties Limited1.04%
- Summit Digitel Infrastructure Private Limited1.02%
- Union Bank of India1.01%
- Arka Fincap Limited0.89%
- Power Finance Corporation Limited0.78%
- Punjab National Bank0.78%
- GOI DEC STRIPS0.78%
- GOI JUN STRIPS0.73%
- Tata Power Company Limited0.53%
- Torrent Power Limited0.53%
- ANDHRA PRADESH CAPITAL REGION DEVELOPMENT AUTHORITY0.52%
- TMF Holdings Limited0.52%
- Sharekhan Ltd0.44%
- SBI Corporate Debt Market Development Fund A Units0.22%
- State Government Securities0.18%
- REC Limited0.06%
- NTPC Limited0.06%
- U P Power Corporation Limited0.03%
- Miscellaneous44.24%
Holdings Analysis
Peer Comparison
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- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
| DEBT | Low | 556.11% |
| DEBT | Moderately High | 8.39% |
| DEBT | Moderately High | 8.15% |
| DEBT | Moderately High | 7.81% |
| DEBT | Moderate | 7.51% |
| DEBT | Moderately High | 7.34% |
| DEBT | Moderate | 6.92% |
| DEBT | Moderately High | 6.91% |
| DEBT | Moderate | 6.82% |
| DEBT | Moderately High | 6.13% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
| DEBT | Low | 309.11% |
| DEBT | Moderately High | 8.77% |
| DEBT | Moderately High | 7.49% |
| DEBT | Moderate | 7.22% |
| DEBT | Moderate | 7.17% |
| DEBT | Moderately High | 6.76% |
| DEBT | Moderate | 6.59% |
| DEBT | Moderately High | 6.57% |
| DEBT | Moderate | 6.43% |
| DEBT | Moderate | 6.16% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
| DEBT | Moderately High | 9.11% |
| DEBT | Moderate | 6.02% |
| DEBT | Moderately High | 5.66% |
| DEBT | Moderately High | 5.66% |
| DEBT | Moderately High | 5.40% |
| DEBT | Moderate | 5.34% |
| DEBT | Moderately High | 5.19% |
| DEBT | Moderate | 5.12% |
| DEBT | Moderate | 4.93% |
| DEBT | Moderate | 4.10% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
| DEBT | Moderately High | 7.67% |
| DEBT | Moderately High | 6.59% |
| DEBT | Moderate | 6.44% |
| DEBT | Moderately High | 6.34% |
| DEBT | Moderate | 6.10% |
| DEBT | Moderate | 5.35% |
| DEBT | Moderate | 5.28% |
| DEBT | Moderate | 4.36% |
| DEBT | Moderate | 4.00% |
| DEBT | Moderately High | -0.98% |
Fund Managers
Ms. Sunaina da CunhaFund Manager
Ms. Sunaina da Cunha She has over 7 years of experience. Prior to joining BSLAMC, she worked with Aditya Birla Management Corporation Ltd.
Mr. Mohit SharmaFund Manager
He has around 10 years of experience of which 7 years are in financial markets. He joined Birla Sun Life Asset Management Co. Ltd in October 2015. Prior to joining Birla Sun Life Asset Management Co. Ltd, he ran his own healthcare- tech business (June 2012 - May 2015). He has also worked as an Interest Rates Trader in Standard Chartered Bank (May 2007 - June 2011) and ICICI Bank Ltd (June 2006 - April 2007). He started his career in theEquity Research in Irevna Ltd (June 2005 - June 2006).
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Aditya Birla Sun Life Medium Term Plan - Growth - Direct Plan
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Aditya Birla Sun Life Medium Term Plan - Growth - Direct Plan
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Aditya Birla Sun Life Medium Term Plan - Growth - Direct Plan
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Aditya Birla Sun Life Medium Term Plan - Growth - Direct Plan
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Aditya Birla Sun Life Medium Term Plan - Growth - Direct Plan
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Aditya Birla Sun Life Medium Term Plan - Growth - Direct Plan
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Aditya Birla Sun Life Medium Term Plan - Growth - Direct Plan
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Aditya Birla Sun Life Medium Term Plan - Growth - Direct Plan
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Aditya Birla Sun Life Medium Term Plan - Growth - Direct Plan
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Aditya Birla Sun Life Medium Term Plan - Growth - Direct Plan
FAQ's
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