Aditya Birla Sun Life Medium Term Plan Overview

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Aditya Birla Sun Life Medium Term Plan is an open ended medium duration debt fund. It was launched on March 25, 2009. The investment objective of Aditya Birla Sun Life Medium Term Plan is to generate long term capital and regular income by mainly investing in debt instruments which have medium term maturity. 

Aditya Birla Sun Life Medium Term Plan invests in debt related  securities in such a way that the Macaulay duration of the portfolio lies between 3 to 4 years. The minimum investment in Aditya Birla Sun Life Medium Term Plan growth scheme is just Rs. 1000. Expert fund managers with a lot of intensive research invests in Aditya Birla Sun Life Medium Term Plan growth regular plan to yield a higher return. 

Investment Facts of Aditya Birla Sun Life Medium Term Plan

  • Aditya Birla Sun Life Medium Term Plan invests 98.33% in debt securities out of which 57.15% in low risk securities and 0.88% in government securities. 
  • If you want to invest for 2-3 years and earn higher return than conventional bank deposits, then you can opt for Aditya Birla Sun Life Medium Term Plan growth scheme. 
  • You need not have to pay any extra amount if you redeem or switch out of the units after 365 days from the allotment date. In short, Aditya Birla Sun Life Medium Term Plan exit load is nil.
  • You can easily invest in Aditya Birla Sun Life Medium Term Plan growth regular plan mutual fund scheme online which is really easy and hassle-free.

Top 10 Sectors of Aditya Birla Sun Life Medium Term Plan

S.No. Holding Name Net Assets (in %)
1 Financials 35.9
2 Miscellaneous 25%
3 Consumer Service  9
4 SOV  3.17
5 Consumer Production  7.1
6 Infra % Cons 6.5
7 Power Utilities  3.2
8 Automobiles 2.2
9 Oil & Gas 1.9
10 Unknown 1.4

(as on 12/04/2019)

Top 10 Holdings of Aditya Birla Sun Life Medium Term Plan

S.No. Holding Name Net Assets (in %)
1 Sprit Infrapower & Multiventures Private Limited (30/04/2021) (ZCB) ** # 8.2
2 Adilink Infra & Multitrading Private Limited (28/03/2020) (ZCB) ** # 7.04
3 SP Imperial Star Private Limited (23/03/2022) (ZCB) ** # 5.15
4 RKN Retail Pvt Limited (30/04/2020) (ZCB) ** 3.96
5 8.37% REC Limited (07/12/2028) ** 3.7
6 RKN Retail Pvt Limited (30/04/2020) (ZCB) ** 3.39
7 8.50% National Bank For Agriculture and Rural Development (31/01/2023) 2.97
8 Adani Rail Infra Private Limited (16/04/2020) (ZCB) ** 2.57
9 9.56% State Bank of India (04/12/2028) ** 2.53
10 10.00% Prestige Estates Projects Limited (08/06/2022) ** 2.44

(as on 12/04/2019)

Aditya Birla Sun Life Medium Term Plan Details

Launch Date- March 25, 2009

Fund Manager- Mr. Maneesh Dangi, Ms. Sunaina da Cunha

Risk- Moderate

Benchmark- CRISIL Composite AA Short-Term Bond Index

Return Since Launch- 8.53%

AUM- Rs. 8299.10 crore (as on 31st Mar, 2019)

Following is the performance of Aditya Birla Sun Life Medium Term Plan- 

  1-Year 3-Year 5-Year 10-Year
Fund 3.35 6.61 8.36 8.53
VR Bond 6.74 6.52 7.77 6.79
Category 5.49 7.19 8.37 7.61
Rank within Category 15 13 7 1
Number of funds in category 16 16 13 7
As on Apr 12, 2019

 

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