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Aditya Birla Sun Life MIP II -Wealth 25 Plan (G)

PLAN: Regular OPTIONS: Growth
38.650 0.07 (0.18%)

NAV as on 13 Dec, 2017

CRISIL MF RANK

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
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ranking by CRISIL

Very Good performance in the category

The scheme is ranked 1 in MIP Aggressive category by Crisil (for quarter ended Sep 2017) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested.

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Returns (NAV as on 13 Dec, 2017)

Period Returns (%) Rank #
1 mth - 72
3 mth -0.9 86
6 mth 2.6 63
1 year 12.9 13
2 year 14.8 8
3 year 11.2 17
5 year 13.4 1

# Moneycontrol Rank within 100 MIP Aggressive Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 5.5 3.5 2.9 - -
2016 -0.2 6.2 8.1 -3.2 12.8
2015 3.1 -1.0 1.7 0.2 5.3
2014 3.6 8.2 3.5 8.5 27.6
2013 -2.4 2.3 -0.7 5.8 6.1
2012 5.8 0.3 4.3 4.0 16.7

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (MIP Aggressive)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -- -0.9 2.6 12.9 14.8 11.2 13.4
Category avg 0.3 1.1 3.2 9.5 10.3 9.1 5.7
Difference of Fund returns and Category returns -- -2.0 -0.6 3.4 4.5 2.1 7.7
Best of category 1.4 3.7 10.4 23.4 19.4 16.3 13.4
Worst of category -0.8 -3.2 -6.4 -5.8 5.4 4.9 6.4
Aditya Birla Sun Life MIP II -Wealth 25 Plan (G) Review by Crisil - Rating: 5 (Rank 1 out of 5)

Investment Info

Investment Objective

An open-ended income scheme with the objective to generate regular income so as to make monthly payment or distribution to unit holders with the secondary objective being growth of capital. Monthly Income is not assured and is subject to availability of distributable surplus.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Apr 30, 2004
Benchmark CRISIL MIP Blended Fund
Asset Size (Rs cr) 2,196.77 (Sep-30-2017)
Minimum Investment Rs.5000
Last Dividend N.A.
Bonus N.A.
Fund Manager Sunaina Da Cunha
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load of 1% if redeemed within 365 Days from the date of allotment. AFTER 365 DAYS : NIL

Contact Details

Regd. Office Ahura Centre, Mahakali Caves Road, MIDC, Andheri(E), Mumbai, 400093
Tel. No. 022 4356 8000
Fax No. 022 43568110/ 8111
Email connect@birlasunlife.com
Website http://www.birlasunlife.com

Peer Comparison

MIP Aggressive Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Equity saving Fund (G) Not Ranked
1,901.83 1.9 4.2 14.3 10.4 10.8
HDFC Equity saving Fund - Direct Plan (G Not Ranked
263.55 2.3 5.1 16.0 11.6 --
HDFC MIP - LTP - Direct (G) Rank 3
242.21 1.3 2.5 9.3 9.6 --
HDFC MIP - LTP (G) Rank 2
3,607.83 1.1 2.1 8.6 9.0 11.1
ABSL MIP II-Wealth 25 (G) Rank 1
2,196.77 -0.9 2.6 12.9 11.2 13.4
* Returns over 1 year are Annualised More »

Portfolio

Sector Allocation (Oct 31, 17)

Sector %

1-Year

HighLow

Banking/Finance 8.96 0.00 0.00
Automotive 4.02 0.00 0.00
Oil & Gas 2.78 0.00 0.00
Cement 2.67 0.00 0.00
Metals & Mining 1.97 0.00 0.00
Conglomerates 1.66 0.00 0.00

View All Sectors

Asset Allocation (%)(Oct 31, 17)

Equity 29.92
Others 9.36
Debt 54.21
Mutual Funds N.A
Money Market 0.00
Cash / Call 6.52

View All

Concentration

Holdings (%)
Top 5 21.62
Top 10 31.94
Sector (%)
Top 3 15.76

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