Aditya Birla Sun Life Medium Term Fund does not yet have a 5-year performance history.
The average return for Medium Duration funds is 34.78% .
The fund currently owns more than 0 stocks.
The top 10 holdings account for 0.00% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 4.26% | 2.68% |
| 2 Year Return | 9.65% | 9.32% |
| 3 Year Return | 28.14% | 16.67% |
| 4 Year Return | 40.81% | 25.63% |
| 5 Year Return | 31.49% | 34.78% |
| 6 Year Return | 21.46% | 45.31% |
| 7 Year Return | 27.00% | 57.07% |
| Expense Ratio | 1.32% | - |
AMC: BirlaSunLife
Category: Debt • Medium Duration
Launch Date: 23 Mar 2009
Fund Manager: Ms. Sunaina Da Cunha
Minimum Purchase: ₹1,000
Exit Load: For redemption / switch-out of units on or before 1 year from the date of allotment: 1.00% of applicable NAV. For redemption / switch-out of units after 1 year: Nil.
Lock-in: 0
Risk: Low Risk
Aditya Birla Sun Life Medium Term Fund is managed by BirlaSunLife and belongs to the Debt category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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