Click here for top ranked funds in medium term mutual funds.
However, Scripbox does not recommend investing in medium term mutual funds.
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.
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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.
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.
Aditya Birla Sun Life AMC Ltd manages assets worth 259,898 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 77 equity,329 debt and 28 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Equity Funds
Debt Funds
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Invest via netbanking, UPI or through an SIP (eNACH mandate).
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About Aditya Birla Sun Life Medium Term Plan (DR-A)
About Aditya Birla Sun Life Medium Term Plan (DR-A)
Aditya Birla Sun Life Medium Term Plan (DR-A) is a medium term debt fund and has delivered an annualised return of 6.5% over a period of 12 years .The fund was previously known as Birla Sun Life M/T Reg Mn DR.The fund is managed by Aditya Birla Sun Life AMC Ltd.The fund managers are Maneesh Dangi, Mohit Sharma, Sunaina Cunha
Aditya Birla Sun Life Medium Term Plan (DR-A) 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. However, there is no assurance that the objective of the scheme will be realized.
Aditya Birla Sun Life Medium Term Plan (DR-A) NAV,AUM,Risk
The Aditya Birla Sun Life Medium Term Plan (DR-A) fund was launched on Mar 25, 2009. The NAV (Net Asset Value) of this medium term debt as of 2021-02-25 is ₹ 12.4404. The total AUM (Asset Under Management) of the fund as of 2021-02-25 is ₹ 1856.232. The category risk of the Aditya Birla Sun Life Medium Term Plan (DR-A) fund is High Risk.
The fund charges 1.61 % as expense ratio.
Aditya Birla Sun Life Medium Term Plan (DR-A) Holdings
The fund’s highest allocation is towards debt and has invested 89.5% in this asset class. The top three holdings of the fund are 5.77% goi 2030,shriram - city union finance limited and l&t infrastructure finance company limited
Aditya Birla Sun Life Medium Term Plan (DR-A) SIP
The minimum SIP (Systematic Investment Plan) amount for this 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.
Aditya Birla Sun Life Medium Term Plan (DR-A) Investment volatility and Horizon
This fund 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 Term Debt TR INR.
Aditya Birla Sun Life Medium Term Plan (DR-A) Review
Aditya Birla Sun Life Medium Term Plan (DR-A) has a score of 1 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, Aditya Birla Sun Life Medium Term Plan (DR-A) has a score of 4 out of 5.
The credit risk of the fund is 1 out of 5 as compared to other debt funds.
