- Mutual Funds
- Aditya Birla Sun Life Mutual Fund
- Aditya Birla Sun Life Medium Term Plan Segregated Port 1 (RIDCW-A)
Formerly Aditya BSL M/T Sgrgtd Ptf 1 Reg DR
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Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 0.3174
NAV (Aug 12)
Fund Returns
Last 1Y | -59.1% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | -35% |
6 Month CAGR | -59.1% |
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 (3y ago) | Nov 25, 2019 |
AUM in Crores | 130.543 |
ISIN | INF209KB1Q07 |
Lock-in | No Lock-in |
Benchmark | CRISIL Medium Duration Fund TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Instrument | Returns | Total Corpus | Gains | Annualised % |
|---|---|---|---|---|
| Mutual Fund | 965,796 | 233,184 | 11.25% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 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 Stock Holdings
net receivables €
100%Comparison with Other Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 1 cr | ||
₹ 149 cr | ||
₹ 14 cr | ||
₹ 5 cr | ||
₹ 14 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.
| Fund Name | Scripbox 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 Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsAditya Birla Sun Life Medium Term Plan Segregated Port 1 (RIDCW-A) Review
Aditya Birla Sun Life Medium Term Plan Segregated Port 1 (RIDCW-A) is a Other Other fund and has delivered an annualised return of -35% over a period of 2 years. The fund was previously known as Aditya BSL M/T Sgrgtd Ptf 1 Reg DR. 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 (RIDCW-A) as of 8/12/2022 is ₹0.32 with the total AUM as of 8/17/2022 is ₹130.543. 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 (RIDCW-A) 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 (RIDCW-A) 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 (RIDCW-A)?
How to invest in Aditya Birla Sun Life Medium Term Plan Segregated Port 1 (RIDCW-A)?
You can invest in Aditya Birla Sun Life Medium Term Plan Segregated Port 1 (RIDCW-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 Segregated Port 1 (RIDCW-A)?
The minimum sip amount for Aditya Birla Sun Life Medium Term Plan Segregated Port 1 (RIDCW-A) is ₹0. You can invest in multiples of ₹5000.
Is Aditya Birla Sun Life Medium Term Plan Segregated Port 1 (RIDCW-A) good to invest in?
As per Scripbox experts, Aditya Birla Sun Life Medium Term Plan Segregated Port 1 (RIDCW-A) is a Not Reviewed Yet fund. You can investAditya Birla Sun Life Medium Term Plan Segregated Port 1 (RIDCW-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 Segregated Port 1 (RIDCW-A)?
The expense ratio of the Aditya Birla Sun Life Medium Term Plan Segregated Port 1 (RIDCW-A) is % for regular plan.