Aditya Birla Sun Life Medium Term Plan Direct Plan Growth
Moderately High Risk
Debt
5 Star
₹47.14
0.12%1D Change
+33.65% ↑
Moderately High Risk
Debt
5 Star
₹47.14
0.12%1D Change
+33.65% ↑
Aditya Birla Sun Life Medium Term Plan Direct Plan Growth
₹47.14
0.12%1D
+33.65% ↑
Returns calculator
Investment Type
Fund overview
- Rating5 Star
- Expense ratio0.71%
- Exit Load1% within 365 days
- AUM (Fund size)₹3,127.29 Crore
- Lock-in periodNo Lock-in
- Age13 yrs since Jan 01, 2013
- Min. investmentSIP ₹1000 & Lump. ₹1000
- RiskModerately High
- Tax implicationsShort-term capital gains (STCG) are taxed at applicable slab rates
Fund Distribution
| Holding Name | Assets (%) |
|---|---|
| 6.48% Govt Stock 2035 | 6.32% |
| 7.1% Govt Stock 2034 | 6.17% |
| National Bank For Agriculture And Rural Development | 3.94% |
| National Bank For Agriculture And Rural Development | 3.59% |
| Hinduja Leyland Finance Limited | 3.44% |
Peer Comparison
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| Nippon India Medium Durat... | ₹ 146 Cr | ₹18.09 | 0.12% | Moderate |
| ICICI Prudential Medium T... | ₹ 5,429 Cr | ₹52.69 | 0.12% | Moderately High risk |
| Kotak Medium Term Direct ... | ₹ 1,814 Cr | ₹27.02 | 0.10% | Moderately High risk |
| Axis Strategic Bond Fund ... | ₹ 2,067 Cr | ₹32.77 | 0.14% | Moderately High risk |
NAV History - Aditya Birla Sun Life Medium Term Plan - Direct Plan - Growth
FUND | Aditya Birla Sun Life Medium Term Plan - Direct Plan - Growth |
|---|---|
| NAV (Jun 12, 2026) | ₹47.14 |
| Class | Debt | Credit Risk |
| Inception Date | Jan 01, 2013 |
| Fund Manager | Sunaina Cunha, Mohit Sharma |
FUND | Aditya Birla Sun Life Medium Term Plan - Direct Plan - Growth |
|---|---|
| Initial Price | ₹10 |
| Min. Investment Amount | SIP ₹1000 and Lump. ₹1000 |
| Exit Load | 1% within 365 days |
Returns | 1W | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Lif... | 0.54% | 1.15% | 1.86% | 5.07% | 8.82% | 10.44% |
Frequently Asked Questions
About Aditya Birla Sun Life AMC Ltd
Aditya Birla Sun Life Mutual Fund was established as a joint venture between Aditya Birla Group of India and Sun Life Financial Inc of Canada in 1994. It is one of the largest fund houses in India. It commenced operations after registering with SEBI or the Securities and Exchange Board of India in 1994. Aditya Birla Sun Life Mutual Fund counts Aditya Birla Capital Limited (ABCL) and Sun Life (India) AMC Investments Inc as the sponsors. It has Aditya Birla Sun Life Trustee Private Limited as the trustee.
Aditya Birla Sun Life AMC Ltd Details
- No. of schemes175
- Total AUM₹269,278.03 Crore
- AddressAditya Birla Sun Life AMC Ltd, One World Centre, Tower 1, 17th Floor, Mumbai, Maharashtra, 400 013
- Phone+91 22 43568000
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(as per historical returns)