Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Medium Term Plan | Medium Term Plan - ABSLMF

Aditya Birla Sun Life Medium Term Plan

(An open ended medium term debt scheme investing in instruments such that the Macaulay duration of the portfolio is between 3-4 years)

Investment Objective

The investment objective of the Scheme is to generate regular income and capital appreciation by predominantly investing in a portfolio of debt securities with medium term maturity.

This product is suitable for investors who are seeking

  • Income with capital growth over medium term
  • Investments in debt and money market instruments

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Fund Details

  • Fund Type - Open-Ended
  • Class - Debt
  • Category - Medium Duration
  • Min Investment - Rs. 1000/-
  • Fund Manager - Mr. Maneesh Dangi & Ms. Sunaina da Cunha
  • Latest NAV - 23.304 (as on 20-Aug-2019)
  • Inception Date - Mar 25, 2009
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Applicable Value Added Service & Value Added Products

VAP (Value Added Products)

  • RSP

    RSP : Recurring Savings Plan is similar to CSIP, this offers RD kind of long term savings vehicle in MIP 25 & MTP while also providing Free Life Insurance benefit of upto Rs 25 Lacs

  • CSIP

    CSIP : Century SIP - SIP to enable your long term wealth creation while providing Free Life Insurance of upto Rs 50 Lacs

VAS (Value Added Services)

  • SIP

    SIP : Systematic Investment Plan - Available Online & Offline for Direct & Regular investors to iron out intermittent market volatility and enable long term savings

  • STP

    STP : Systematic Transfer Plan (STP) allows investors to save in both asset classes by transfering a fixed amount from one scheme and invest in another scheme

  • SWP

    SWP : Systematic Withdrawal Plan allows investors to withdraw a fixed amount of money from their mutual fund to build sustainable income streams while saving on Tax also

  • SWF

    SWF : Smart Withdrawal Facility offers fixed payment option & variable payment option to allow investor to receive income @8% p.a. at fixed intervals or equivalent to dividend payment in the fund respectively. This helps in building regular cash flows, Tax efficiency, No TDS, No exit load impact. Available in BAF, Bal '95, BDYP, MIP 25, MTP, CBF, DBF, STOP

  • CATP

    CATP : Capital Appreciation Transfer Plan (CATP) allows investors to preserve their capital and transfer only capital appreciation to another asset class / scheme at regular intervals

Fund Performance

Trailing Return

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Funds are bucketed on various parameters with respect to other funds in their category.
*Annualized returns are displayed for 1 year and above.

Annualized Returns

Fund Management

  • Mr. Maneesh Dangi

    Total Experience : 20 years

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    As Co-Chief Investment Officer, Maneesh Dangi spearheads Fixed Income investments at Aditya Birla Sun Life AMC Limited. With close to twenty years of rich experience in Finance and Research, Maneesh leads a team of twenty-two, comprising fund managers and analysts, managing over INR 1.6 lakh crores.

    Maneesh has been with Aditya Birla Sun Life AMC for over a decade now. He manages funds such as ABSL Banking & PSU Debt Fund, ABSL Corporate Bond Fund, ABSL Credit Risk Fund, ABSL Medium Term Plan, ABSL Short Term Opportunities Fund, and ABSL Dynamic Bond Fund.

    Maneesh is an MBA in Finance and FRM.
  • Ms. Sunaina da Cunha

    Total Experience : 14 years

    View Full Profile
    Sunaina da Cunha is a Fund Manager at Aditya Birla Sun Life AMC Limited. She has an overall experience of 14 years in fixed income fund management with an expertise in structuring bond solution and credit transactions.

    She has been a part of the Aditya Birla Group since 2004 having started as a Group Management Trainee in Aditya Birla Management Corporation Private Limited.

    Sunaina is a CFA Charter Holder from CFA Institute, Virginia, USA. She also has a Master’s degree in Business Administration from Faculty of Management Studies (FMS), University of Delhi.
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Different plans shall have a different expense structure. The performance details provided herein are of (regular / direct) plan.

Portfolio and Sector Holdings

Top 10 Holdings (As on 30.06.2019)

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Issuer % to Net Assets
Top 10 Sector Holdings Chart

Fund Summary

Entry Load
Exit Load
Load Comments
NIL
In respect of each purchase / switch-in of Units, upto 15% of the units may be redeemed / switched-out without any exit load from the date of allotment. Any redemption in excess of the above limit shall be subject to the following exit load
1%: For redemption / switch-out of units within 365 days from the date of allotment (% of applicable NAV)
NIL : For redemption / switch-out of units after 365 days from the date of allotment
In respect of each purchase / switch-in of Units, upto 15% of the units may be redeemed / switched-out without any exit load from the date of allotment. Any redemption in excess of this limit shall be subject to the given exit load.(w.e.f. October 10, 2016).
**Exit Load is NIL for units issued in Dividend Reinvestment.

Highlights

  • In-depth credit research
  • Identifying mis-priced credit opportunities
  • Accrual investment strategy

Make your savings grow better in less time

There are many financial needs that need to be met in 2-3 years. The best way to reach your savings requirements for such needs is to invest in lower risk options like debt and money market instruments. However, you would also need good growth to save enough in the given period. Aditya Birla Sun Life Medium Term Plan does this well and helps meet your specific need. It is an income scheme that aims to optimise returns by identifying mis-priced credit opportunities in medium term securities in the market and then selectively invest in them.

Consistent income and capital growth with lower risk

Aditya Birla Sun Life Medium Term Plan aims to generate regular income in the form of dividend payments through investments in debt and money market instruments. Besides regular income, this fund also focuses on achieving growth of your capital.

Discipline

The Fund intends to optimise returns by keeping its portfolio duration between 1 year to 5 years. In case of a rising interest rate environment the duration of the fund may be reduced and holding in money market securities could go up to 100% whereas in a falling interest rate scenario the holding in medium / longdated securities may be maximized. The Fund Benchmark is CRISIL Composite AA Short Term Bond Index.

Aditya Birla Sun Life Medium Term Plan

(An open ended medium term debt scheme investing in instruments such that the Macaulay duration of the portfolio is between 3-4 years)

This product is suitable for investors who are seeking*

  • Income with capital growth over medium term
  • Investments in debt and money market instruments 

 

*Investors should consult their financial advisers if in doubt whether the product is suitable for them

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DOWNLOAD

  • KIM - Aditya Birla Sun Life Medium Term Plan
  • SID - Aditya Birla Sun Life Medium Term Plan
  • Product Brochure

Disclaimer

For further details on the Scheme, refer Scheme Information Document and Key Information Memorandum.

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