• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life Medium Term Plan Segregated Port 1 Qt (Dividend Payout - Quarterly)

Formerly Aditya BSL M/T Sgrgtd Ptf 1 Reg Qt Div

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Medium Term Plan Segregated Port 1 Qt (Dividend Payout - Quarterly)

OtherOther

0.237

NAV (Aug 05)

-35.2%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 131 Cr

Outperformance Consistency

View all 7 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

0.237

NAV (Aug 5)

Fund Returns

Last 1Y

-59.1%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

-35.2%

6 Month CAGR

-59.1%

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

0

Launched (3y ago)

Nov 25, 2019

AUM in Crores

130.516

ISIN

INF209KB1Q64

Lock-in

No Lock-in

Benchmark

CRISIL Medium Duration Fund TR INR

SIP Minimum

0

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 2022-08-05

Top Stock Holdings

net receivables €

100%
100%
See all holdings

Comparison with Other Funds

Fund NameFund Size
Principal Retirement Sav Conservative fund (G)
Principal Retirement Sav Conservative fund (G)

₹ 1 cr

₹ 171 cr

₹ 13 cr

₹ 5 cr

₹ 13 cr

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 292,870 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
    Aditya Birla Sun Life Savings Fund (G)
    Aditya Birla Sun Life Savings Fund (G)

    5.5%

    7.4%

    5.2%

    6.8%

    5.5%

    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 Segregated Port 1 Qt (D-Q) Review

    Aditya Birla Sun Life Medium Term Plan Segregated Port 1 Qt (D-Q) is a Other Other fund and has delivered an annualised return of -35.2% over a period of 2 years. The fund was previously known as Aditya BSL M/T Sgrgtd Ptf 1 Reg Qt Div. 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 Segregated Port 1 Qt (D-Q) as of 8/5/2022 is ₹0.24 with the total AUM as of 8/6/2022 is ₹130.516. 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 Qt (D-Q) was launched on Nov 25, 2019. The category risk of the fund is High Risk.

    The minimum SIP amount for Aditya Birla Sun Life Medium Term Plan Segregated Port 1 Qt (D-Q) 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.

    Frequently Asked Questions

    What is Aditya Birla Sun Life Medium Term Plan Segregated Port 1 Qt (D-Q)?

    Aditya Birla Sun Life Medium Term Plan Segregated Port 1 Qt (D-Q) is a Other Other scheme predominantly investing across Other stocks with an investment objective to generate wealth over the long term.

    How to invest in Aditya Birla Sun Life Medium Term Plan Segregated Port 1 Qt (D-Q)?

    You can invest in Aditya Birla Sun Life Medium Term Plan Segregated Port 1 Qt (D-Q) 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 Qt (D-Q)?

    The minimum sip amount for Aditya Birla Sun Life Medium Term Plan Segregated Port 1 Qt (D-Q) is ₹0. You can invest in multiples of ₹5000.

    Is Aditya Birla Sun Life Medium Term Plan Segregated Port 1 Qt (D-Q) good to invest in?

    As per Scripbox experts, Aditya Birla Sun Life Medium Term Plan Segregated Port 1 Qt (D-Q) is a Not Reviewed Yet fund. You can investAditya Birla Sun Life Medium Term Plan Segregated Port 1 Qt (D-Q) 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 Qt (D-Q)?

    The expense ratio of the Aditya Birla Sun Life Medium Term Plan Segregated Port 1 Qt (D-Q) is % for regular plan.