• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life Medium Term Plan Segregated Port 1 (Growth)
Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Medium Term Plan Segregated Port 1 (Growth)

DebtOther

0.546

NAV (Sep 30)

-33.6%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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Fund Size

Rolling Returns

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Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

0.546

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

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 (4y ago)
Nov 25, 2019
AUM in Crores
130.716
ISIN
INF209KB1Q23
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
Fund Managers

Mohit Sharma

Fund Manager

Sunaina Cunha

Fund Manager

Dhaval Joshi

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Aditya Birla Sun Life Medium Term Plan Segregated Port 1 (Growth)70%NaN NaN%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2022-09-30

Top Debt Holdings

clearing corporation of india limited

97.9%
97.9%

net receivables

2.1%
2.1%
See all holdings

Comparison with Debt Funds

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

₹ 40,756 cr

₹ 16,858 cr

₹ 11,326 cr

₹ 13,754 cr

₹ 10,873 cr

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 322,237 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 90 equity,370 debt and 20 hybrid funds.amc-img
022-43568000
care.mutualfunds@adityabirlacapital.com
Fund NameScripbox Opinion
Till Date CAGR

-

4%

5.2%

7.4%

5.3%

6.8%

5.2%

7.3%

5.3%

7.1%

Aditya Birla Sun Life Medium Term Plan Segregated Port 1 (G) Review

Aditya Birla Sun Life Medium Term Plan Segregated Port 1 (G) is a Other Debt fund and has delivered an annualised return of -33.6% over a period of 4 years. 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 (G) as of 9/30/2022 is ₹0.55 with the total AUM as of 12/2/2023 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 (G) 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 (G) 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 (G) 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 (G) 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 (G).

Frequently Asked Questions

What is Aditya Birla Sun Life Medium Term Plan Segregated Port 1 (G)?

Aditya Birla Sun Life Medium Term Plan Segregated Port 1 (G) is a Other Debt scheme predominantly investing across Debt instruments 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 (G)?

You can invest in Aditya Birla Sun Life Medium Term Plan Segregated Port 1 (G) 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 (G)?

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

Is Aditya Birla Sun Life Medium Term Plan Segregated Port 1 (G) good to invest in?

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

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