Aditya Birla Sun Life Medium Term Plan SavingsPlus
Growth
NAV
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
Alpha-25.2
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

Return

1 Month6 Month1 Year3 Year
1.9%5.9%-2.3%2.5%

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

Past Return (Absolute)

20192018201720162015
-4.4%5.6%7.0%10.9%9.5%
Chart

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.
0 of 0