Peer Camparision
| S.No. |
1Y(%) |
3Y(%) |
5Y(%) |
Fund Size(Cr.) |
| 1 |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
7.93 |
12.8 |
18605.2 |
| 2 |
Kotak Medium Term Fund - Growth |
8.59 |
5.75 |
16520.4 |
| 3 |
Axis Strategic Bond Fund - Regular Plan - Growth Option |
8.1 |
6.21 |
19384.5 |
| 4 |
HSBC Medium Duration Fund - Regular Growth |
7.72 |
5.55 |
8064.8 |
| 5 |
SBI Magnum Medium Duration Fund - Regular Plan - Growth |
7.54 |
5.76 |
59903.3 |
Fund Manager
Sunaina da Cunha, Mohit Sharma, Dhaval Joshi
Category Performance
Fund Name
1Y (%)
3Y (%)
5Y (%)
Inception (%)
BSE India Bond Index
7.49
5.99
7.41
8.74
Debt: Medium Duration
7.47
5.89
5.8
6.73
Asset Holding
Infrastructure Trusts : 0.78
Others : 4.09
Debt : 94.91
Mutual Funds : 0.26
Portfolio Holding
| Company |
Holding (%) |
| JSW STEEL LIMITED |
2.68 |
| STATE BANK OF INDIA |
2.09 |
| IRB INVIT FUND |
2.02 |
| GIC HOUSING FINANCE LIMITED |
1.87 |
| ADANI TRANSMISSION LIMITED |
1.34 |
| SK FINANCE LIMITED |
1.34 |
| BHARTI TELECOM LIMITED |
1.33 |
| YES BANK LIMITED |
1.33 |
| 7.1% Government of India (18/04/2029) |
1.08 |
| Sector |
Allocation (%) |
| N/A |
100 |
Expense Ratio :
1.58 %
Expense Ratio Date :
2024-05-31
For units in excess of 15% of the investment, exit load of 2% if redeemed within 1 year, 1% if redeemed after 1 year but within 2 years.
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan