Aditya Birla Sun Life Medium Term Plan SavingsPlus
Net Assets(AUM)
₹4,814 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 Maturity16.1%
Effective Maturity3Y 9M 18D
Modified Duration2Y 9M 11D
Expense Ratio1.7%
Sharpe Ratio-1.1
Information Ratio-1.1
Exit Load0-365 Days (1%),365 Days and above(NIL)

Note: Data shown as on : 31 Dec 2019


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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