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

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

Portfolio Overview

Asset Allocation

Others: 95.97%Equity: 4.03%

Market Cap

Corporate Bond: 55.83%Cash And Equivalents: 7.57%Government: 21.31%Government Related: 11.01%Other: 0.25%

Number of stocks

74

Top 10 Holdings

43.40% of portfolio

Market Cap of Others

Corporate Bond
55.83%
Cash And Equivalents
7.57%
Government
21.31%
Government Related
11.01%
Other
0.25%

Companies Allocation of Others

7.1% Govt Stock 20346.80%
7.18% Govt Stock 20336.75%
6.79% Govt Stock 20345.92%
Power Finance Corporation Limited5.80%
Nuvama Wealth Finance Limited3.37%
Clearing Corporation Of India Limited3.33%
Indian Railway Finance Corporation Limited3.28%
5.00% Gmr Airport Ltd (13/02/2027) **2.80%
Jubilant Bevco Limited2.70%
Vedanta Limited2.65%

Sector Allocation of Others

Corporate Bond55.83%
Cash And Equivalents7.57%
Government21.31%
Government Related11.01%
Other0.25%

SIP Amount

Monthly SIP Date

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

Suitabilty Test For Finding this Fund is Suitable or Not for User.Suitabilty Test For Finding this Fund is Suitable or Not for User.
Is This Mutual Fund Right for You?

+10k investors used our Suitability Test to get better returns

Frequently Asked Questions

Everything You Need To Know To Get Started With Confidence

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.