Aditya Birla Sun Life Medium Term Plan Segregated Portfolio 1 Idcw Reinvest Direct Plan

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NAV (-)

Introducing the Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 - IDCW Reinvest - Direct Plan. With a scheme AUM of ₹130.71 crore and a minimum investment of ₹1000, this plan offers flexibility and potential for growth. Established on November 25th, 2019, it provides the investors with a direct investment option and reinvests the income distribution. Invest in this plan and secure your financial future.

Fund Overview

Expense ratio
UM_URBAN_MONEY

0%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

130.71 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹1000.00

Scheme Riskometer

Investors understand that their principal will be at
Moderate

Investment Return Calculator

as on Oct 12, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,018.007 (0.18%)4,098.22 (-59.02%)4,098.22 (-59.02%)-- (--)-- (--)
30,054.022 (0.18%)12,294.659 (-59.02%)12,294.659 (-59.02%)-- (--)-- (--)
50,090.036 (0.18%)20,491.099 (-59.02%)20,491.099 (-59.02%)-- (--)-- (--)
80,144.058 (0.18%)32,785.758 (-59.02%)32,785.758 (-59.02%)-- (--)-- (--)
1,00,180.072 (0.18%)40,982.198 (-59.02%)40,982.198 (-59.02%)-- (--)-- (--)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Clearing Corporation of India Limited97.91%
  • Net Receivables2.09%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Franklin India Income Opportunities Fund - Segregated Portfolio 2 - GrowthFranklin India Income Opportunities Fund - Segregated Portfolio 2 - Growth

DEBT

Low

556.11%

Kotak Medium Term Fund - GrowthKotak Medium Term Fund - Growth

DEBT

Moderately High

9.47%

UTI Medium Duration Fund - Regular Plan - GrowthUTI Medium Duration Fund - Regular Plan - Growth

DEBT

Moderate

8.45%

HDFC Medium Term Debt Fund - GrowthHDFC Medium Term Debt Fund - Growth

DEBT

Moderately High

8.15%

ICICI Prudential Medium Term Bond Fund - GrowthICICI Prudential Medium Term Bond Fund - Growth

DEBT

Moderately High

7.81%

Baroda BNP Paribas Medium Duration Fund - Regular Plan - GrowthBaroda BNP Paribas Medium Duration Fund - Regular Plan - Growth

DEBT

Moderate

7.36%

HSBC Medium Duration Fund - Regular Plan - GrowthHSBC Medium Duration Fund - Regular Plan - Growth

DEBT

Moderate

6.92%

Bandhan Bond Fund - Medium Term Plan - Regular Plan - GrowthBandhan Bond Fund - Medium Term Plan - Regular Plan - Growth

DEBT

Moderate

6.92%

Union Medium Duration Fund - Regular Plan - GrowthUnion Medium Duration Fund - Regular Plan - Growth

DEBT

Moderate

6.82%

Nippon India Strategic Debt Fund - GrowthNippon India Strategic Debt Fund - Growth

DEBT

Moderately High

6.13%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Franklin India Income Opportunities Fund - Segregated Portfolio 2 - GrowthFranklin India Income Opportunities Fund - Segregated Portfolio 2 - Growth

DEBT

Low

309.11%

Axis Strategic Bond Fund - Regular Plan - GrowthAxis Strategic Bond Fund - Regular Plan - Growth

DEBT

Moderately High

7.68%

SBI Magnum Medium Duration Fund - Regular Plan - GrowthSBI Magnum Medium Duration Fund - Regular Plan - Growth

DEBT

Moderately High

7.55%

Nippon India Strategic Debt Fund - GrowthNippon India Strategic Debt Fund - Growth

DEBT

Moderately High

7.49%

Baroda BNP Paribas Medium Duration Fund - Regular Plan - GrowthBaroda BNP Paribas Medium Duration Fund - Regular Plan - Growth

DEBT

Moderate

7.40%

HSBC Medium Duration Fund - Regular Plan - GrowthHSBC Medium Duration Fund - Regular Plan - Growth

DEBT

Moderate

7.35%

DSP Bond Fund - Regular Plan - GrowthDSP Bond Fund - Regular Plan - Growth

DEBT

Moderate

7.22%

Sundaram Medium Duration Fund - GrowthSundaram Medium Duration Fund - Growth

DEBT

Moderate

7.00%

ICICI Prudential Medium Term Bond Fund - GrowthICICI Prudential Medium Term Bond Fund - Growth

DEBT

Moderately High

6.76%

Invesco India Medium Duration Fund - Regular Plan - GrowthInvesco India Medium Duration Fund - Regular Plan - Growth

DEBT

Moderate

6.43%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Axis Strategic Bond Fund - Regular Plan - GrowthAxis Strategic Bond Fund - Regular Plan - Growth

DEBT

Moderately High

5.88%

ICICI Prudential Medium Term Bond Fund - GrowthICICI Prudential Medium Term Bond Fund - Growth

DEBT

Moderately High

5.66%

SBI Magnum Medium Duration Fund - Regular Plan - GrowthSBI Magnum Medium Duration Fund - Regular Plan - Growth

DEBT

Moderately High

5.40%

Baroda BNP Paribas Medium Duration Fund - Regular Plan - GrowthBaroda BNP Paribas Medium Duration Fund - Regular Plan - Growth

DEBT

Moderate

5.34%

UTI Medium Duration Fund - Regular Plan - GrowthUTI Medium Duration Fund - Regular Plan - Growth

DEBT

Moderate

5.22%

HDFC Medium Term Debt Fund - GrowthHDFC Medium Term Debt Fund - Growth

DEBT

Moderately High

5.19%

HSBC Medium Duration Fund - Regular Plan - GrowthHSBC Medium Duration Fund - Regular Plan - Growth

DEBT

Moderate

5.12%

DSP Bond Fund - Regular Plan - GrowthDSP Bond Fund - Regular Plan - Growth

DEBT

Moderate

4.93%

Union Medium Duration Fund - Regular Plan - GrowthUnion Medium Duration Fund - Regular Plan - Growth

DEBT

Moderate

4.50%

Sundaram Medium Duration Fund - GrowthSundaram Medium Duration Fund - Growth

DEBT

Moderate

3.74%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

SBI Magnum Medium Duration Fund - Regular Plan - GrowthSBI Magnum Medium Duration Fund - Regular Plan - Growth

DEBT

Moderately High

7.67%

ICICI Prudential Medium Term Bond Fund - GrowthICICI Prudential Medium Term Bond Fund - Growth

DEBT

Moderately High

7.28%

Axis Strategic Bond Fund - Regular Plan - GrowthAxis Strategic Bond Fund - Regular Plan - Growth

DEBT

Moderately High

6.87%

HDFC Medium Term Debt Fund - GrowthHDFC Medium Term Debt Fund - Growth

DEBT

Moderately High

6.59%

Kotak Medium Term Fund - GrowthKotak Medium Term Fund - Growth

DEBT

Moderately High

6.53%

Bandhan Bond Fund - Medium Term Plan - Regular Plan - GrowthBandhan Bond Fund - Medium Term Plan - Regular Plan - Growth

DEBT

Moderate

6.10%

DSP Bond Fund - Regular Plan - GrowthDSP Bond Fund - Regular Plan - Growth

DEBT

Moderate

5.35%

Baroda BNP Paribas Medium Duration Fund - Regular Plan - GrowthBaroda BNP Paribas Medium Duration Fund - Regular Plan - Growth

DEBT

Moderate

5.28%

UTI Medium Duration Fund - Regular Plan - GrowthUTI Medium Duration Fund - Regular Plan - Growth

DEBT

Moderate

4.45%

Sundaram Medium Duration Fund - GrowthSundaram Medium Duration Fund - Growth

DEBT

Moderate

4.10%

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Compare with similar Funds

Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 - IDCW Reinvest - Direct Plan

vs

Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 - IDCW Reinvest - Direct Plan

vs

Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 - IDCW Reinvest - Direct Plan

vs

Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 - IDCW Reinvest - Direct Plan

vs

Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 - IDCW Reinvest - Direct Plan

vs

Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 - IDCW Reinvest - Direct Plan

vs

Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 - IDCW Reinvest - Direct Plan

vs

Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 - IDCW Reinvest - Direct Plan

vs

Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 - IDCW Reinvest - Direct Plan

vs

Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 - IDCW Reinvest - Direct Plan

vs

FAQ's

What is the risk level associated with the Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 - IDCW Reinvest - Direct Plan?

The Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 - IDCW Reinvest - Direct Plan is a mutual fund with a moderate risk profile.

What are the returns generated by the Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 - IDCW Reinvest - Direct Plan over the past 1, 3, and 5 years?

The Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 - IDCW Reinvest - Direct Plan has seen negative returns of -59.02% in the past year, while generating returns of $3yearret over 3 years and $5yearret over 5 years.

What is the minimum investment amount required for the Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 - IDCW Reinvest - Direct Plan?

The Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 - IDCW Reinvest - Direct Plan requires a minimum investment amount of INR 1000.

Is there a systematic investment plan (SIP) available for the Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 - IDCW Reinvest - Direct Plan?

Yes, SIP (Systematic Investment Plan) is available for the Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 - IDCW Reinvest - Direct Plan with a minimum investment of INR 1000 per month.

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