Aditya Birla Sun Life Medium Term Plan SavingsPlus
Growth
NAV
Net Assets(AUM)
₹1,613 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 Maturity7.9%
Effective Maturity3Y 4M 20D
Modified Duration2Y 14D
Alpha-
Expense Ratio1.6%
Sharpe Ratio1.1
Information Ratio-
Exit Load0-365 Days (1%),365 Days and above(NIL)

Note: Data shown as on : 31 Oct 2022

Return

1 Month6 Month1 Year3 Year
1.0%19.5%24.6%13.1%

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

Past Return (Absolute)

20212020201920182017
7.1%8.1%-4.4%5.6%7.0%
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.
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