• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life Medium Term Plan (PIDCW-A)

Formerly Aditya BSL Medium Term Reg DP

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Medium Term Plan (PIDCW-A)

DebtMedium Term

15.1834

NAV (Aug 12)

8.9%
3 Year CAGR
Scripbox Opinion
Not Recommended
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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 1,628 Cr

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

View all 8 analysis

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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

15.1834

NAV (Aug 12)

Fund Returns

Last 1Y

23.9%

Last 3Y

8.9%

Last 5Y

6.3%

Last 10Y

8%

Since Inception

7.7%

6 Month CAGR

21.2%

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

1.57

Launched (13y ago)

Mar 25, 2009

AUM in Crores

1628.201

ISIN

INF209K01611

Lock-in

No Lock-in

Benchmark

CRISIL Medium Duration TR INR

SIP Minimum

1000

Lumpsum Min.

5000

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 2022-08-12

Top Debt Holdings

6.54% govt stock 2032

11.3%
11.3%

shriram city union finance limited

6.2%
6.2%

mahindra rural housing finance limited

3.1%
3.1%

bajaj housing finance limited

3.1%
3.1%

kotak mahindra bank limited

3%
3%
See all holdings

Allocation by Sector

industrials

2%
2%
See all sectors

Comparison with Debt Funds

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

₹ 38,404 cr

₹ 14,762 cr

₹ 21,845 cr

₹ 13,395 cr

₹ 38,404 cr

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 289,933 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 83 equity,329 debt and 19 hybrid funds.

amc-img

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

    5.4%

    7.4%

    5.2%

    6.8%

    5.4%

    7.3%

    5.2%

    7.1%

    5.5%

    7.5%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Aditya Birla Sun Life Medium Term Plan (PIDCW-A) Review

    Aditya Birla Sun Life Medium Term Plan (PIDCW-A) is a Medium Term Debt fund and has delivered an annualised return of 7.7% over a period of 13 years. The fund was previously known as Aditya BSL Medium Term Reg DP. 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 (PIDCW-A) as of 8/12/2022 is ₹15.18 with the total AUM as of 8/17/2022 is ₹1628.201. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Medium Term Plan (PIDCW-A) 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 (PIDCW-A) is ₹1000 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 (PIDCW-A) 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 (PIDCW-A) is rated as a 1 fund in Debt and delivered 23.9% 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 (PIDCW-A).

    Frequently Asked Questions

    What is Aditya Birla Sun Life Medium Term Plan (PIDCW-A)?

    Aditya Birla Sun Life Medium Term Plan (PIDCW-A) 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 (PIDCW-A)?

    You can invest in Aditya Birla Sun Life Medium Term Plan (PIDCW-A) 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 (PIDCW-A)?

    The minimum sip amount for Aditya Birla Sun Life Medium Term Plan (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.

    Is Aditya Birla Sun Life Medium Term Plan (PIDCW-A) good to invest in?

    As per Scripbox experts, Aditya Birla Sun Life Medium Term Plan (PIDCW-A) is a Not Recommended fund. You can investAditya Birla Sun Life Medium Term Plan (PIDCW-A) 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 (PIDCW-A)?

    The expense ratio of the Aditya Birla Sun Life Medium Term Plan (PIDCW-A) is 1.57% for regular plan.