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

Aditya Birla Sun Life Medium Term Plan - Investment Information

  • ₹12.43 (0.0072%)

    Current NAV 12-07-2024

  • 7.35%

    1Y Returns

  • Min. SIP ₹1000

    Min. Investment ₹1000

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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.The Fund intends to optimise returns by keeping its portfolio duration between 1 year to 5 years. At anytime the maturity of the portfolio will be governed by the fund manager's perception of the interest rate scenario prevailing in the economy.

Basic Details

Key Information About Investing Details.

Investment Details

Check the Fund’s General Information

  • Fund size1896.61 Cr.
  • Min. Investment₹ 1000
  • Min. Sip Inv.₹ 1000
  • Min. Addl Inv.₹ 1000
  • Expense Ratio1.58%
  • Turn over16%
  • Exit LoadFor units in excess of 15% of the investment

Fund Managers

Details of Managers and their Experience

Dhaval Joshi-manager-image
Dhaval Joshi

Fund Manage : 55

Total AUM. : ₹361,932 Cr.

Mohit Sharma-manager-image
Mohit Sharma

Fund Manage : 12

Total AUM. : ₹76,770 Cr.

Sunaina da Cunha-manager-image
Sunaina da Cunha

Fund Manage : 7

Total AUM. : ₹129,383 Cr.

AMC Office Information

Registered Office of Mutual Fund Company

  • AMCAditya Birla Sunlife Mutual Fund
  • Emailcare.mutualfunds@adityabirlacapital.com
  • Office No022-43568000
  • Websitehttps://mutualfund.adityabirlacapital.com
  • AddressOne World Center,Tower 1, 17th Flr, Jupiter Mills,Senapati Bapat Marg,Elphinstone Road Mumbai 400 013
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Frequently Asked Questions

What is a mutual fund?

In simple words, a fund is an investor’s safety deposit much like in earlier times when people used to store their savings into a bag of rice, in today’s times that bag has come with a new name that is the Mutual Fund.

What are the benefits of investing in funds?

Investing allows us with an opportunity to earn higher returns on our investment with minimal risks. It grows the capital invested in the long-term and provides a systematic way to secure one’s future.

Do mutual funds generate income?

Investing in funds is a great way to build capital. Long-term investments have proven to be a successful tool to create generational wealth. Deep analysis of the market and risk tolerance can help investors to earn good returns and generate income as well.

How many types of mutual funds are there?

There are several types of funds such as: • Equity funds, primary investment in stocks and equity shares. Subcategories include large-cap, mid-cap, small-cap funds. • Debt funds • Money market funds • Hybrid funds • Specialized funds

Who gets your money in mutual funds?

The income generated on the funds is the interest gained on the invested amount which is fairly distributed among the investors.

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