Aditya Birla Sun Life Medium Term Plan SavingsPlus
Net Assets(AUM)
₹2,060 Cr
Inception Date25 Mar 2009
CategoryDebt Medium term Bond
TypeOpen Ended Fund
BenchmarkMedium term Bond Peer Index
Category Rank6 th in Medium term Bond Debt
Min Investment Amount₹1,000
Min SIP Investment₹1,000
Yield To Maturity8.6%
Effective Maturity5Y 1M 20D
Modified Duration3Y 8M 16D
Expense Ratio1.7%
Sharpe Ratio-0.7
Information Ratio-1.2
Exit Load0-365 Days (1%),365 Days and above(NIL)

Note: Data shown as on : 31 Jul 2020


1 Month6 Month1 Year3 Year

Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis.

Past Return (Absolute)


Investors understand that their principal will be at Moderate risk

The primary investment objective of the Scheme is to generate regular income through investments in debt & money market instruments in order to make regular dividend payments to unit holders & secondary objective is growth of capital.
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