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

Aditya Birla Sun Life Medium Term Plan - REGULAR - Quarterly IDCW is a scheme launched by Aditya Birla Sun Life Mutual Fund on March 25, 2009, and falls under the Medium Duration fund category. It currently manages an AUM of Rs 2,847.79 crore. The fund permits investments with a minimum SIP of Rs 1000 and a lump sum of Rs 1000. It charges an expense ratio of 1.56% for managing the portfolio.

• Investing Strategy:

  The investment objective of the Scheme is to generate regular income and capital appreciation by predominantly investing in a portfolio of debt securities with medium term maturity.

• Performance:

  Aditya Birla Sun Life Medium Term Plan - REGULAR - Quarterly IDCW trailing returns over different times are 5.75% (1 year), 2.55% (3 year) and 6.25% (5 year). The average annual return of this fund stands at 5.23%.