

Aditya Birla Sun Life Medium Term Plan Direct Plan Growth
Moderately High Risk
Debt
5 Star
₹42.80
0.05%1D Change
9.84%p.a.
Moderately High Risk
Debt
5 Star
₹42.80
0.05%1D Change
9.84%p.a.

Aditya Birla Sun Life Medium Term Plan Direct Plan Growth
₹42.80
0.05%1D
9.84%p.a.
Returns calculator
Investment Type
Fund overview
- Rating5 Star
- Expense ratio0.86%
- Exit Load1% within 730 days
- AUM (Fund size)₹2,144.49 Crore
- Lock-in periodNo Lock-in
- Age12 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 (%) |
---|---|
7.18% Govt Stock 2033 | 15.19% |
7.1% Govt Stock 2034 | 5.83% |
Small Industries Development Bank Of India | 4.47% |
Nuvama Wealth Finance Ltd | 4.2% |
National Bank For Financing Infrastructure And Development | 3.15% |
Peer Comparison
Fund Name | AUM (In Crs.) | NAV | Risk |
---|---|---|---|
Kotak Medium Term Direct ... | ₹ 1,928 Cr | ₹24.98 | 0.05% | Moderately High risk |
Axis Strategic Bond Fund ... | ₹ 1,914 Cr | ₹30.50 | 0.04% | Moderately High risk |
HSBC Medium Duration Fund... | ₹ 642 Cr | ₹22.11 | 0.01% | Moderate |
Nippon India Strategic De... | ₹ 101 Cr | ₹16.66 | 0.00% | 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 (May 02, 2025) | ₹42.80 |
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 730 days |
Returns | 1W | 1M | 3M | 6M | 1Y | 3Y |
---|---|---|---|---|---|---|
Aditya Birla Sun Lif... | 0.23% | 1.12% | 5.38% | 7.48% | 15.28% | 15.09% |
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)