1 LakhInvestment Grown to
₹ 10000Monthly SIP Grown to
"Medium Duration debt funds invest mainly in bonds maturing in about three to four years. They aim to earn better returns than bank fixed deposits of a similar duration. The risk of incurring a loss in these funds over the said time frame is low, but they do not guarantee returns or safety of capital.
Retail investors can avoid these funds altogether. We believe that Short Duration funds are a better alternative for the fixed-income allocation in an investor’s portfolio.
We also believe that investors with an investment horizon of more than three years may consider investing some portion of their money in equity funds to earn higher returns. They witness more severe ups and downs than debt funds but the possibility of incurring a loss reduces with an increase in one’s investment horizon."
Taxability of earnings:
|Debt: Medium Duration||4.83||0.00||0.09||0.51||0.89||3.18||5.31||--||--||--||--|
As on 03-Dec-2021
|Fund name||Rating||Launch Date||1-Year Return||3-Year Return||5-Year Return||Expense Ratio||Assets (Cr)|
|Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 - Regular Plan | Invest Online||Nov-19||--||--||--||1.45%||319|
|SBI Magnum Medium Duration Fund | Invest Online||Nov-03||4.37||9.33||8.12||1.21%||10,740|
|ICICI Prudential Medium Term Bond Fund | Invest Now||Sep-04||5.81||8.55||7.20||1.40%||7,214|
|HDFC Medium Term Debt Fund | Invest Online||Feb-02||5.51||8.29||6.88||1.34%||4,193|
|IDFC Bond Fund Medium Term Plan - Regular Plan||Jul-03||2.98||7.75||6.63||1.47%||3,980|
|Best Performance||Worst Performance|
|Return (%)||Period||Return (%)||Period|
|Week||0.20||24-Dec-2019 - 01-Jan-2020||-23.08||27-Mar-2020 - 03-Apr-2020|
|Month||0.82||29-Nov-2019 - 31-Dec-2019||-26.26||27-Mar-2020 - 27-Apr-2020|
|Quarter||2.33||25-Nov-2019 - 24-Feb-2020||-26.26||27-Mar-2020 - 26-Jun-2020|
|Year||0.00||07-Apr-2020 - 07-Apr-2021||-26.24||26-Mar-2020 - 26-Mar-2021|
|Debt: Medium Duration*||5.44||4.84||0.82||1.16||0.45||0.57|
The Risk Measures have been calculated using calendar month returns for the last three years.
* As on 30-Nov-2021
|Fund||1Y High||1Y Low||Category|
|Number of Securities||--||--||--||38|
|Modified Duration (yrs)||--||--||--||2.83|
|Average Maturity (yrs)||0.00||0.00||0.00||3.32|
|Yield to Maturity (%)||--||--||--||5.63|
|Avg Credit Rating||Cash||--||--||--|
|The underlying data is unavailable.|
As on 31-Oct-2021
*As on 30-Sep-2021
Education: Mr. Dangi is an MBA and FRM.
Experience: Prior to joining Aditya Birla Sun Life Asset Management Company he has worked with Pioneer Investcorp.
Education: Ms. Cunha is a B.Com (H) and MBA from FMS, Delhi.
Experience: Prior to joining Aditya Birla Sun Life Asset Management Company, she has worked with Aditya Birla Management Corporation Ltd.
The Scheme seeks to generate regular income and capital appreciation by predominantly investing in a portfolio of debt securities with medium term maturity.
|Minimum Investment (₹)||1,000|
|Minimum Addl Investment (₹)||1,000|
|Minimum SIP Investment (₹)||--|
|Minimum No of Cheques||--|
|Minimum Withdrawal (₹)||1|
|Minimum Balance (₹)||500|
|Lock-in Period||Not Applicable|
|Fund House:||Aditya Birla Sun Life Mutual Fund|
|Return Since Launch:||-63.05%|
|Benchmark:||CRISIL Medium Term Debt Index|
|Assets:||₹ 319 Cr (As on 31-Oct-2021)|
|Expense:||1.45% (As on 30-Sep-2021)|
AMC: Aditya Birla Sun Life AMC Ltd.
Address: One India Bulls Center - Tower 1, 17th Floor - Jupiter Mills Compound, 841 Senapati Bhawan, Elphinstone Road, Mumbai - 400013
Phone: 022-43568000 / 1800-270-7000 / 1800-22-7000
Registrar & Transfer Agent: Computer Age Management Services Ltd.
Address: 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, Chennai - 600002
Phone: 1800-3010-6767 / 1800-419-7676
Email: [email protected]