- Mutual Funds
- Aditya Birla Sun Life Mutual Fund
- Aditya Birla Sun Life Medium Term Plan Segregated Port 1 HYr (RIDCW-6M)
Formerly Aditya BSL M/T Sgrgtd Ptf 1 Reg HY DR
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 0.2403
NAV (Sep 30)
Fund Returns
Last 1Y | -59% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | -33.6% |
6 Month CAGR | 0.3% |
Scheme Information
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 | 0 |
Launched (5y ago) | Nov 25, 2019 |
AUM in Crores | 130.716 |
ISIN | INF209KB1Q56 |
Lock-in | No Lock-in |
Benchmark | CRISIL Medium Duration Fund TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Aditya Birla Sun Life Medium Term Plan Segregated Port 1 HYr (RIDCW-6M) | 2,47,534 | -4,85,078 | -59% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Debt Holdings
clearing corporation of india limited
97.9%net receivables
2.1%Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 4,923 cr | ||
₹ 10,293 cr | ||
₹ 35,428 cr | ||
₹ 13,848 cr | ||
₹ 13,895 cr |
About the AMC
Aditya Birla Sun Life AMC Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
- | 4.6% | ||
5.8% | 7.4% | ||
5.8% | 6.8% | ||
5.8% | 7.3% | ||
5.8% | 7.1% |
Aditya Birla Sun Life Medium Term Plan Segregated Port 1 HYr (RIDCW-6M) Review
Aditya Birla Sun Life Medium Term Plan Segregated Port 1 HYr (RIDCW-6M) is a Other Debt fund and has delivered an annualised return of -33.6% over a period of 4 years. The fund was previously known as Aditya BSL M/T Sgrgtd Ptf 1 Reg HY DR. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Dhaval Joshi, Mohit Sharma, Sunaina Cunha.
Nav of Aditya Birla Sun Life Medium Term Plan Segregated Port 1 HYr (RIDCW-6M) as of 9/30/2022 is ₹0.24 with the total AUM as of 4/18/2024 is ₹130.716. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Medium Term Plan Segregated Port 1 HYr (RIDCW-6M) was launched on Nov 25, 2019. The category risk of the fund is Moderately High risk.
The minimum SIP amount for Aditya Birla Sun Life Medium Term Plan Segregated Port 1 HYr (RIDCW-6M) 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 Segregated Port 1 HYr (RIDCW-6M) 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 Fund TR INR.
Aditya Birla Sun Life Medium Term Plan Segregated Port 1 HYr (RIDCW-6M) is rated as a 0 fund in Debt and delivered -59% 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 Segregated Port 1 HYr (RIDCW-6M).
Frequently Asked Questions
What is Aditya Birla Sun Life Medium Term Plan Segregated Port 1 HYr (RIDCW-6M)?
How to invest in Aditya Birla Sun Life Medium Term Plan Segregated Port 1 HYr (RIDCW-6M)?
You can invest in Aditya Birla Sun Life Medium Term Plan Segregated Port 1 HYr (RIDCW-6M) 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 Segregated Port 1 HYr (RIDCW-6M)?
The minimum sip amount for Aditya Birla Sun Life Medium Term Plan Segregated Port 1 HYr (RIDCW-6M) is ₹0. You can invest in multiples of ₹5000.
Is Aditya Birla Sun Life Medium Term Plan Segregated Port 1 HYr (RIDCW-6M) good to invest in?
As per Scripbox experts, Aditya Birla Sun Life Medium Term Plan Segregated Port 1 HYr (RIDCW-6M) is a Not Reviewed Yet fund. You can investAditya Birla Sun Life Medium Term Plan Segregated Port 1 HYr (RIDCW-6M) 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 Segregated Port 1 HYr (RIDCW-6M)?
The expense ratio of the Aditya Birla Sun Life Medium Term Plan Segregated Port 1 HYr (RIDCW-6M) is % for regular plan.