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Aditya Birla Sun Life Medium Term Plan

Aditya Birla Sun Life Medium Term Plan is an open-ended medium-term debt scheme. It invests in instruments where the portfolio’s Macaulay duration is between 3 years and 4 years. The scheme’s investment objective is to generate regular income and capital appreciation, primarily by putting money in a portfolio of debt securities with medium term maturity. The product is best suitable for investors whose risk appetite is moderate.

About Aditya Birla Capital: Aditya Birla Capital Limited - a part of Aditya Birla Group - provides end to end financial solutions. The company’s subsidiaries have a nationwide reach with over 850 branches, 2,00,000 plus agents / channel partners and a number of bank partners. ABCL, as of June 30th, 2019, managed aggregate assets worth over Rs. 3,000 billion. It additionally reported a consolidated lending book of more than Rs. 619 billion, through its subsidiaries and joint ventures.

(Note – All the information contained in this page has been sourced from the official website of Aditya Birla Capital.)

Features of Birla Sun Life Medium Term Plan

The features of Aditya Birla Sun Life Medium Term Plan are as under:

  • Fund Type - Open-Ended
  • Class - Debt
  • Category - Medium Duration
  • Minimum Investment - Rs. 1000
  • Fund Manager - Mr. Maneesh Dangi and Ms. Sunaina da Cunha
  • Latest NAV - 23.182 (as on 20-Nov-2019) Source: Official website of Aditya Birla Capital

Birla Sun Life Medium Term Plan Performance

The performance of Aditya Birla Sun Life Medium Term Plan is benchmarked to the performance of CRISIL AA Short Term Bond Fund Index.

Scheme Performance: Compounded annualised returns (%) of Growth options as at April 30, 2019:

ReturnsLast 1 YearLast 3 YearLast 5 YearSince Inception(30/09/1994)
ABSL MTP - Regular Plan Inception - March 25, 2009 3.82%6.54%8.18%8.49%
CRISIL Composite AA Short Term Bond Fund Index8.23%8.39%8.97%9.34
ABSL MTP - Direct Plan Inception – January 01, 2013 4.60%7.35%8.92%9.38%
CRISIL Composite AA Short Term Bond Fund Index 8.23%8.97%9.16%

*Absolute Returns Source: Aditya Birla Sun Life Medium Term Plan brochure

Top Holdings of Birla Sun Life Medium Term Plan

Portfolio and Sector Holdings

Top 5 Holdings

Issuer% to Net Assets
SP Imperial Star Pvt Ltd. SR-A (23-Mar-22)7.26%
Adilink Infra & Multitrading Pvt Ltd. (28-Mar-20)6.93%
Sprit Textiles Pvt Ltd. (30-Apr-21)5.3%
Air India Assets Holdings Ltd. 6.99% (16-Dec-22)4.6%
07.32% GOI - 28-Jan-20243.8%

Source: Aditya Birla Capital website

Top Sector Holdings

SectorWeightage
Financials37.8%
Unknown/Misc.21.4%
SOV17.9%
Consumer Service10.8%
Power Utilities5.8%
Infra and Cons.5.4%
Oil and Gas0.8%
Automobiles0.2%

Source: Aditya Birla Capital website

How to Invest in Birla Sun Life Medium Term Plan

Individuals have the option to invest in Aditya Birla Sun Life Medium Term Plan either online or offline. Under the online mode, users simply need to log in to their account, enter their fund details and proceed with making the payment. Those who intend to take the offline approach can visit one of the company’s branch offices and place a request to invest in the scheme. The website of Aditya Birla Capital provides users the facility of locating nearby branches by simply entering the name of the city they reside in.

Entities eligible to invest

Some of the entities who are eligible to invest in this scheme include:

  • Resident individuals either singly or jointly (not more than three)
  • Karta of Hindu Undivided Family
  • Partnership Firms and Limited Liability Partnerships
  • Companies, Bodies Corporate, PSUs, Association of Persons or bodies of individuals and societies registered under the Societies Registration Act, 1860
  • Banks and Financial Institutions
  • NRIs / Persons of Indian origin living abroad/OCIs on repatriation basis or on non-repatriation basis
  • Scientific and Industrial Research Organizations
  • Foreign Portfolio Investors registered with SEBI Source: Aditya Birla Sun Life Medium Term Plan brochure

Documents Required for Birla Sun Life Medium Term Plan

KYC is mandatory for all category of investors who want to invest in the schemes of Aditya Birla Sun Life Mutual Fund. This would involve submission of documents that serve as proof of identity and proof of address.

The documents that can serve as proof of identity include:

  • PAN
  • UID (Aadhaar)
  • Passport
  • Voter ID
  • Driving Licence

The documents that can serve as evidence of address include:

  • Passport
  • Ration Card
  • Latest Bank A/c Statement/Passbook
  • Latest Telephone Bill (only Land Line)
  • Registered Lease/Sale Agreement of Residence
  • Driving License
  • Voter Identity Card
  • Latest Electricity Bill
  • Latest Gas Bill
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