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Aditya Birla SL MFAditya Birla Sun Life Medium Term Plan - Institutional Plan - Growth
₹22.14 as on 04 Apr 2019
Key Metrics Comparison
| Metric | Aditya Birla Sun Life Medium Term Plan - Institutional Plan - Growth | 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 | ₹22.14 (04 Apr 2019) | ₹14.89 (16 Sep 2026) |
| Rating | ★★★ | ★★★★ |
| Benchmark | CRISIL AA Short Term Bond Index | CRISIL Credit Risk Debt Index |
| Fund Manager | Maneesh Dangi | Alok Singh |
| Inception | 25 Mar 2009 | 27 Feb 2015 |
| Returns | ||
| 1Y | — | 17.89% |
| 3Y | — | 10.08% |
| 5Y | — | 27.76% |
| Since Inception | — | 3.50% |
| Risk | ||
| — | 3.38 | |
| — | -0.08 | |
| — | 0.56 | |
| — | 1.89 | |
| — | 2.94 | |
| — | 0.20% | |
| Costs | ||
| Expense Ratio | — | 0.62% |
| Exit Load | Nil upto 15% of units,1% in excess of limit on or before 365D and Nil after 365D | 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 | ₹1,000 | ₹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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