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Aditya Birla SL MFAditya Birla Sun Life Medium Term Fund - Institutional Plan - Quarterly Dividend Reinvestment
₹10.37 as on 10 Jan 2014
Key Metrics Comparison
| Metric | Aditya Birla Sun Life Medium Term Fund - Institutional Plan - Quarterly Dividend Reinvestment | Bank of India Credit Risk Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Aditya Birla SL MF | Bank of India MF |
| Category | Debt - Medium Term Fund | Debt - Credit Risk Fund |
| NAV | ₹10.37 (10 Jan 2014) | ₹14.89 (17 Sep 2026) |
| Rating | ★★★ | ★★★★ |
| Benchmark | CRISIL AA Short Term Bond Index | CRISIL Credit Risk Debt Index |
| Fund Manager | Rohit Murarka | Alok Singh |
| Inception | 27 Oct 2009 | 27 Feb 2015 |
| Returns | ||
| 1Y | — | 17.88% |
| 3Y | — | 10.07% |
| 5Y | — | 27.76% |
| Since Inception | — | 3.50% |
| Risk | ||
| — | 3.38 | |
| — | -0.08 | |
| — | 0.56 | |
| — | 1.89 | |
| — | 2.94 | |
| — | 0.20% | |
| Costs | ||
| Expense Ratio | 1.32% | 0.62% |
| Exit Load | 2.00% on or before 365D,1.00% after 365D but on or before 730D,Nil after 730D | NIL for 10% of investments and 1% for remaining investments on or before 1Y, NIL after 1Y |
| Min SIP | ₹1,000 | ₹1,000 |
| Min Lumpsum | ₹5,000 | ₹5,000 |
| Lock-in | None | None |
Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.
Portfolio Overlap
Aditya Birla …97%
Bank of India…97%
3.5%Only 3.5% of holdings by weight are common between Aditya Birla SL MF and Bank of India MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingAditya Birla SL MFBank of India MF
TREPS3.45%26.89%
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