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

PLAN: Regular OPTIONS: Growth
38.024 0.03 (0.09%)

NAV as on 24 May, 2018

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 Dec 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 24 May, 2018)

Period Returns (%) Rank #
1 mth -1.5 55
3 mth 0.1 40
6 mth -2.1 55
1 year 4.6 37
2 year 11.5 4
3 year 9.1 7
5 year 12.3 1

# Moneycontrol Rank within 61 MIP Aggressive Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -2.1 - - - -
2017 5.5 3.5 2.9 1.1 14.3
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

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 -1.5 0.1 -2.1 4.6 11.5 9.1 12.3
Category avg -0.9 0.3 -0.2 4.8 8.5 6.7 7.3
Difference of Fund returns and Category returns -0.6 -0.2 -1.9 -0.2 3.0 2.4 5.0
Best of category -0.3 1.8 2.8 8.7 16.1 11.3 12.3
Worst of category -2.0 -1.8 -3.8 1.5 4.4 3.9 5.3
Aditya Birla Sun Life MIP II -Wealth 25 Plan (G) Review by Crisil - Rating: 5 (Rank 1 out of 5)

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date
Benchmark CRISIL MIP Blended Fund
Asset Size (Rs cr) 2,455.21 (Mar-31-2018)
Minimum Investment Rs.1000
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 Savings Fund (G) Not Ranked
6,173.46 -0.5 -0.5 5.7 9.9 10.5
HDFC Equity Savings Fund - Direct Plan ( Not Ranked
742.06 0.0 0.4 7.5 11.3 11.5
HDFC MIP - LTP - Direct (G) Rank 3
257.72 -0.8 -3.4 2.3 8.0 10.0
HDFC MIP - LTP (G) Rank 3
3,340.05 -1.0 -3.8 1.7 7.4 9.5
ABSL MIP II-Wealth 25 (G) Rank 1
2,455.21 0.1 -2.1 4.6 9.1 12.3
* Returns over 1 year are Annualised More »

Portfolio

Sector Allocation (Apr 30, 18)

Sector %

1-Year

HighLow

Banking/Finance 10.22 9.57 9.57
Automotive 4.10 3.77 3.77
Conglomerates 1.90 1.80 1.80
Miscellaneous 1.85 1.66 1.66
Cons NonDurable 1.69 1.52 1.52
Metals & Mining 1.68 2.02 2.02

View All Sectors

Asset Allocation (%)(Apr 30, 18)

Equity 29.64
Others 1.32
Debt 50.43
Mutual Funds N.A
Money Market 7.58
Cash / Call 11.04

View All

Concentration

Holdings (%)
Top 5 18.38
Top 10 28.71
Sector (%)
Top 3 16.22

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