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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.85 | 7.73 | 3.30 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.01 | 7.51 | 4.37 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
CRISIL Medium Duration Debt Index |
Medium duration funds are debt funds. They invest in debt and money market securities for the macaulay duration between 3 to 4 years. They have lower maturity than medium to long duration funds and long duration funds.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Aditya Birla SL Medium Term Plan(H-IDCW) | 4.37% | 7.97% | 2.18% |
SBI Magnum Medium Duration Fund(IDCW-Payout) | 8.78% | 6.57% | 6.16% |
ICICI Pru Medium Term Bond Fund(Q-IDCW Payout) | 0.66% | 0.73% | 0.66% |
HDFC Medium Term Debt Fund(FN-IDCW Reinv) | -0.12% | 0.06% | -0.39% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Debt
Others
Holdings
27.75 %
Holdings
10.41 %
Holdings
5.47 %
Aditya Birla Sun Life AMC Limited, is a joint venture between the Aditya Birla Group and the Sun Life Financial Inc. of Canada. The joint venture brings together Aditya Birla Group's experience in the Indian market and Sun Life's global experience.
No.of Schemes
91
Total AUM
₹ 3,76,698.71 Cr.
Sunaina da Cunha
AUM: ₹66,379.35 Cr.
|
Exp: 7yrs
Mohit Sharma
AUM: ₹73,180.68 Cr.
|
Exp: 10yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%