HomeMutual FundAditya Birla Sun Life Fixed Term Plan - Series TN to Series...

Aditya Birla Sun Life Fixed Term Plan – Series TN to Series TR – Aditya Birla Sun Life Mutual Fund files offer document with SEBI

- Advertisement -

Aditya Birla Sun Life Fixed Term Plan – Series TN to Series TR – Aditya Birla Sun Life Mutual Fund files offer document with SEBI

Aditya Birla Sun Life Mutual Fund has filed offer document with SEBI to launch Close ended Income Schemes.

The New Fund Offer price is Rs.10 per unit. The objective of the scheme is to generate income by investing in a portfolio of fixed income securities maturing on or before the duration of the scheme

The fund manager for this scheme is Mr. Mohit Sharma

This product is suitable for investors who are seeking Income with capital growth over Short/Medium/Long Term and Investments in debt and money market securities maturing on or before the tenure of the Scheme

- Advertisement -

The scheme asset allocation will be

A.For schemes having duration of 30 days or more but equal to or less than 400 days

  • Debt Securities including Government securities, State Development Loans (SDLs)and Money Market Instruments (Upto 100%)

B. For schemes having duration of more than 400 days but equal to or less than 62 months

  • Debt Securities including Government Securities and State Development Loans (SDLs)(excluding Money Market Instruments) (70% – 100%)
  • Money Market instruments (Upto 30%)

C. For schemes having duration of more than 62months but equal to or less than 126 months

  • Debt Securities andGovernment Securities (including State Development Loans (SDLs)& UDAY Bondsbutexcluding Money Market Instruments) (80% – 100%)
  • Money Market instruments (Upto 20%)

The riskometer for this scheme is Moderate

Name of Mutual FundAditya Birla Sun Life Mutual Fund
Scheme NameAditya Birla Sun Life Fixed Term Plan – Series TN to Series TR
About SchemeClose ended Income Schemes
Offer of UnitRs.10
Objectiveto generate income by investing in a portfolio of fixed income securities maturing on or before the duration of the scheme
Name  of  Fund ManageMr. Mohit Sharma
This product is suitable for investors who are seeking Income with capital growth over Short/Medium/Long Term
Investments in debt and money market securities maturing on or before the tenure of the Scheme
The scheme asset allocation will beA.For schemes having duration of 30 days or more but equal to or less than 400 days

Debt Securities including Government securities, State Development    Loans    (SDLs)and    Money    Market Instruments (Upto 100%)

B.For schemes having duration of more than 400 days but equal to or less than 62 months

Debt  Securities  including  GovernmentSecuritiesand State  Development  Loans  (SDLs)(excluding  Money Market Instruments) (70% – 100%)

Money Market instruments (Upto 30%)

For schemeshaving duration of more than 62months but equal to or less than 126months

Debt  Securities andGovernment Securities (including State  Development  Loans  (SDLs)&  UDAY  Bondsbutexcluding Money Market Instruments) (80% – 100%)

Money Market instruments (Upto 20%)
RiskometerModerate
DRHPClick here

Follow us on Telegram for all latest updates

- Advertisement -

Leave a IPO Review

IPO Review

Reviews (0)

This article doesn't have any reviews yet.

LEAVE A REPLY

Please enter your comment!
Please enter your name here