• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life Medium Term Plan Institutional (Growth)
Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Medium Term Plan Institutional (Growth)

DebtMedium Term

22.1442

NAV (Apr 04)

6.8%
3 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in medium term mutual funds.

Medium term funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.

Medium Duration Funds invest in debt and money market instruments such that the duration of the portfolio is between 3 to 4 years.This exposes them to higher variation when interest rates change.

This is a small category (less than 2% of the total debt fund assets).We assess the credit quality of funds in this category as relatively poor.We do not recommend funds in this category because of the higher credit risk and higher interest rate risk.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

Rolling Returns

Neutral

The performance of the fund on a Rolling Returns metric has been Neutral

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

22.1442

NAV (Apr 4)

Fund Returns

Last 1Y

3.7%

Last 3Y

6.8%

Last 5Y

8.4%

Last 10Y

8.3%

Since Inception

8.3%

6 Month CAGR

2.7%

Scheme Information

Investment Objective

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.

Expense Ratio

1.51

Launched (13y ago)

Mar 25, 2009

AUM in Crores

1626.191

ISIN

INF209K01660

Lock-in

No Lock-in

Benchmark

CRISIL Medium Duration TR INR

SIP Minimum

0

Lumpsum Min.

5000

Standard Deviation (3yr)

2.2

Standard Deviation (5yr)

2

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0.151

Sharpe Ratio (5yr)

0.637

YTM

7.94

Fund Managers

Sunaina Cunha

Fund Manager

Mohit Sharma

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2019-04-04

Top Debt Holdings

6.54% govt stock 2032

10.8%
10.8%

7.26% govt stock 2032

8.9%
8.9%

shriram city union finance limited

6.2%
6.2%

axis bank limited

4.4%
4.4%

mahindra rural housing finance limited

3.1%
3.1%
See all holdings

Allocation by Sector

industrials

2.2%
2.2%
See all sectors

Compare Aditya Birla Sun Life Medium Term Plan Institutional (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 46,469 cr

₹ 14,221 cr

₹ 18,664 cr

₹ 13,008 cr

₹ 46,469 cr

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 299,101 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 83 equity,332 debt and 16 hybrid funds.

amc-img

  • 022-43568000
  • care.mutualfunds@adityabirlacapital.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    5.2%

    7.4%

    5.1%

    6.7%

    5.2%

    7.3%

    5.1%

    7%

    5.2%

    7.4%

    Aditya Birla Sun Life Medium Term Plan Institutional (G) Review

    Aditya Birla Sun Life Medium Term Plan Institutional (G) is a Medium Term Debt fund and has delivered an annualised return of 8.3% over a period of 13 years. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Mohit Sharma, Sunaina Cunha.

    Nav of Aditya Birla Sun Life Medium Term Plan Institutional (G) as of 4/4/2019 is ₹22.14 with the total AUM as of 12/3/2022 is ₹1626.191. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Medium Term Plan Institutional (G) was launched on Mar 25, 2009. The category risk of the fund is Moderately High risk.

    The minimum SIP amount for Aditya Birla Sun Life Medium Term Plan Institutional (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Aditya Birla Sun Life Medium Term Plan Institutional (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL Medium Duration TR INR.

    Aditya Birla Sun Life Medium Term Plan Institutional (G) is rated as a 2 fund in Debt and delivered 3.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Aditya Birla Sun Life Medium Term Plan Institutional (G).

    Frequently Asked Questions

    What is Aditya Birla Sun Life Medium Term Plan Institutional (G)?

    Aditya Birla Sun Life Medium Term Plan Institutional (G) is a Medium Term Debt scheme predominantly investing across Debt stocks with an investment objective to generate wealth over the long term.

    How to invest in Aditya Birla Sun Life Medium Term Plan Institutional (G)?

    You can invest in Aditya Birla Sun Life Medium Term Plan Institutional (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Aditya Birla Sun Life Medium Term Plan Institutional (G)?

    The minimum sip amount for Aditya Birla Sun Life Medium Term Plan Institutional (G) is ₹0. You can invest in multiples of ₹5000.

    Is Aditya Birla Sun Life Medium Term Plan Institutional (G) good to invest in?

    As per Scripbox experts, Aditya Birla Sun Life Medium Term Plan Institutional (G) is a Neutral fund. You can investAditya Birla Sun Life Medium Term Plan Institutional (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Aditya Birla Sun Life Medium Term Plan Institutional (G)?

    The expense ratio of the Aditya Birla Sun Life Medium Term Plan Institutional (G) is 1.51% for regular plan.