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Aditya Birla Sun Life Medium Term Plan Regular Growth
DebtMedium DurationModerately High risk
Regular
NAV (27-Mar-25)
₹38.750.16%1D
Returns (Since Inception)
8.83%
Rated ★4.3+ on 
Fund Overview
Fund Size
₹2,177 Cr
Expense Ratio
1.56%
ISIN
INF209K01603
Minimum SIP
₹1,000
Exit Load
2.00%
Inception Date
25 Mar 2009
About this fund
Aditya Birla Sun Life Medium Term Plan Regular Growth is a Medium Duration mutual fund schemes offered by Aditya Birla SL Mutual Fund. This fund has been in existence for 16 years and 3 days, having been launched on 25-Mar-09.
As of 27-Mar-25, it has a Net Asset Value (NAV) of ₹38.75, Assets Under Management (AUM) of 2177.40 Crores, and an expense ratio of 1.56%.
As of 27-Mar-25, it has a Net Asset Value (NAV) of ₹38.75, Assets Under Management (AUM) of 2177.40 Crores, and an expense ratio of 1.56%.
- Aditya Birla Sun Life Medium Term Plan Regular Growth has given a CAGR return of 8.83% since inception.
- The fund's asset allocation comprises around 4.08% in equities, 91.93% in debts, and 3.74% in cash & cash equivalents.
- You can start investing in Aditya Birla Sun Life Medium Term Plan Regular Growth with a SIP of ₹1000 or a Lumpsum investment of ₹1000.
Performance against Category Average
In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
1 Year
+13.01%
+6.94% (Cat Avg.)
3 Years
+13.67%
+6.42% (Cat Avg.)
5 Years
+12.05%
+7.10% (Cat Avg.)
10 Years
+8.58%
+6.18% (Cat Avg.)
Since Inception
+8.83%
— (Cat Avg.)
Portfolio Summaryas of 15th March 2025
| Equity | ₹88.79 Cr | 4.08% |
| Debt | ₹2,001.78 Cr | 91.93% |
| Others | ₹86.83 Cr | 3.99% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type  | Amount | Holdings |
|---|---|---|---|
| 7.18% Govt Stock 2033 | Bond - Gov't/Treasury | ₹482.81 Cr | 22.17% |
| National Bank For Agriculture And Rural Development | Bond - Corporate Bond | ₹99.59 Cr | 4.57% |
| Nuvama Wealth Finance Ltd | Bond - Corporate Bond | ₹94.75 Cr | 4.35% |
| 7.1% Govt Stock 2034 | Bond - Gov't/Treasury | ₹94.11 Cr | 4.32% |
| 360 One Prime Ltd. 9.4% | Bond - Corporate Bond | ₹64.64 Cr | 2.97% |
| Narayana Hrudayalaya Limited | Bond - Corporate Bond | ₹59.88 Cr | 2.75% |
| Vedanta Limited | Bond - Corporate Bond | ₹59.82 Cr | 2.75% |
| 7.23% Government Of India (15/04/2039) | Bond - Gov't/Treasury | ₹51.71 Cr | 2.37% |
| LIC Housing Finance Limited | Bond - Corporate Bond | ₹50.43 Cr | 2.32% |
| Creditaccess Grameen Limited | Bond - Corporate Bond | ₹50.06 Cr | 2.30% |
| Ncd Small Industries Development Bank Of India | Bond - Corporate Bond | ₹50 Cr | 2.30% |
| Small Industries Development Bank Of India | Bond - Corporate Bond | ₹49.94 Cr | 2.29% |
| JSW Steel Limited | Bond - Corporate Bond | ₹49.91 Cr | 2.29% |
| SK Finance Limited | Bond - Corporate Bond | ₹49.59 Cr | 2.28% |
| 4.986339% GMR Infrastructure Limited (22/11/2026) | Bond - Corporate Bond | ₹49.23 Cr | 2.26% |
| Adani Airport Holdings Ltd | Bond - Corporate Bond | ₹48.3 Cr | 2.22% |
| Hinduja Housing Finance Limited 8.85% | Bond - Corporate Bond | ₹46.16 Cr | 2.12% |
| 7.26% Govt Stock 2033 | Bond - Gov't/Treasury | ₹41.22 Cr | 1.89% |
| 7.18% Govt Stock 2037 | Bond - Gov't/Treasury | ₹41.09 Cr | 1.89% |
| JM Financial Products Limited | Bond - Corporate Bond | ₹39.94 Cr | 1.83% |
| State Bank Of India | Bond - Corporate Bond | ₹39.38 Cr | 1.81% |
| Net Receivables / (Payables) | Cash - Collateral | ₹34.84 Cr | 1.60% |
| IRB InvIT Fund Units 2017-Series IV | Equity | ₹31.45 Cr | 1.44% |
| Indinfravit Trust | Bond - Corporate Bond | ₹28.82 Cr | 1.32% |
| Clearing Corporation Of India Limited | Cash - Repurchase Agreement | ₹25.97 Cr | 1.19% |
| Arka Fincap Limited 9.9% | Bond - Corporate Bond | ₹25.08 Cr | 1.15% |
| Dlf Home Developers Limited 8.5% | Bond - Corporate Bond | ₹25.03 Cr | 1.15% |
| Small Industries Development Bank Of India | Bond - Corporate Bond | ₹25.01 Cr | 1.15% |
| Aditya Birla Housing Finance Limited | Bond - Corporate Bond | ₹24.99 Cr | 1.15% |
| Avanse Financial Services Limited 9.5221% | Bond - Corporate Bond | ₹24.96 Cr | 1.15% |
| Eris Lifesciences Limited | Bond - Corporate Bond | ₹24.06 Cr | 1.11% |
| Eris Lifesciences Limited | Bond - Corporate Bond | ₹24.03 Cr | 1.10% |
| Nexus Select Trust Reits | Equity - REIT | ₹23.49 Cr | 1.08% |
| Indus Infra Trust Unit | Equity | ₹21.23 Cr | 0.97% |
| 7.1% Govt Stock 2029 | Bond - Gov't/Treasury | ₹20.34 Cr | 0.93% |
| National Bank For Agriculture And Rural Development | Bond - Corporate Bond | ₹20.09 Cr | 0.92% |
| Oxyzo Financial Services Private Limited | Bond - Corporate Bond | ₹20 Cr | 0.92% |
| Union Bank Of India | Bond - Corporate Bond | ₹19.01 Cr | 0.87% |
| PCBL Chemical Ltd. 7.4715% | Bond - Corporate Bond | ₹16.97 Cr | 0.78% |
| 6.92% Govt Stock 2039 | Bond - Gov't/Treasury | ₹15.12 Cr | 0.69% |
| Punjab National Bank | Bond - Corporate Bond | ₹14.87 Cr | 0.68% |
| IndiGrid Infrastructure Trust Units Series - IV | Equity | ₹12.63 Cr | 0.58% |
| Highways Infrastructure Trust | Bond - Corporate Bond | ₹12.59 Cr | 0.58% |
| Embassy Office Parks Reit | Bond - Asset Backed | ₹10.92 Cr | 0.50% |
| Godrej Industries Limited | Bond - Corporate Bond | ₹10.05 Cr | 0.46% |
| SBI - Corporate Debt Market Development Fund - A2 Units | Mutual Fund - Open End | ₹5.48 Cr | 0.25% |
| Dme Development Limited | Bond - Corporate Bond | ₹4.26 Cr | 0.20% |
| Dme Development Limited | Bond - Corporate Bond | ₹4.24 Cr | 0.19% |
| Dme Development Limited | Bond - Corporate Bond | ₹4.22 Cr | 0.19% |
| Dme Development Limited | Bond - Corporate Bond | ₹4.22 Cr | 0.19% |
| Dme Development Limited | Bond - Corporate Bond | ₹4.21 Cr | 0.19% |
| Dme Development Limited | Bond - Corporate Bond | ₹4.2 Cr | 0.19% |
| Dme Development Limited | Bond - Corporate Bond | ₹4.18 Cr | 0.19% |
| Dme Development Limited | Bond - Corporate Bond | ₹4.16 Cr | 0.19% |
| Dme Development Limited | Bond - Corporate Bond | ₹4.14 Cr | 0.19% |
| Dme Development Limited | Bond - Corporate Bond | ₹4.12 Cr | 0.19% |
| 06.97 KA Sdl 2028 | Bond - Gov't/Treasury | ₹1.75 Cr | 0.08% |
| 08.08 MH Sdl 2028 | Bond - Gov't/Treasury | ₹1.14 Cr | 0.05% |
| Rural Electrification Corporation Limited | Bond - Corporate Bond | ₹1.14 Cr | 0.05% |
| Ntpc Limited | Bond - Corporate Bond | ₹0.55 Cr | 0.03% |
| 7.17% Govt Stock 2028 | Bond - Gov't/Treasury | ₹0.44 Cr | 0.02% |
| 06.97 MH Sdl 2028 | Bond - Gov't/Treasury | ₹0.31 Cr | 0.01% |
| 08.73 Up SDL 2028oct | Bond - Gov't/Treasury | ₹0.21 Cr | 0.01% |
| 7.26% Govt Stock 2029 | Bond - Gov't/Treasury | ₹0.21 Cr | 0.01% |
| 7.27% Govt Stock 2026 | Bond - Gov't/Treasury | ₹0.13 Cr | 0.01% |
Allocation By Credit Quality (Debt)
AAA
AA
A
BBB
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Industrials | ₹31.45 Cr | 1.44% |
| Financial Services | ₹21.23 Cr | 0.97% |
| Utilities | ₹12.63 Cr | 0.58% |
Risk & Performance Ratios
Standard Deviation
This fund
9.22%
Cat. avg.
2.44%
Lower the better
Sharpe Ratio
This fund
0.72
Cat. avg.
-0.20
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
0.17
Higher the better
Fund Managers
SC
Sunaina Cunha
Since September 2014
MS
Mohit Sharma
Since August 2020
Additional Scheme Detailsas of 15th March 2025
ISIN INF209K01603 | Expense Ratio 1.56% | Exit Load 2.00% | Fund Size ₹2,177 Cr | Age 16 years | Lumpsum Minimum ₹1,000 | Fund Status Open Ended Investment Company | Benchmark CRISIL Medium Duration Debt TR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Medium Duration Funds
| Fund name | Expense Ratio | Exit Load | Fund size | 1Y  |
|---|---|---|---|---|
| Kotak Nifty AAA Bond Plus SDL Apr 2026 70:30 ETF Moderate Risk | - | - | - | - |
| Axis Strategic Bond Fund Regular Growth Moderately High risk | 1.2% | 1.0% | ₹1934.39 Cr | 8.7% |
| Invesco India Medium Duration Fund Direct Growth Moderate Risk | 0.4% | 0.0% | ₹163.90 Cr | 8.8% |
| Invesco India Medium Duration Fund Regular Growth Moderate Risk | 1.1% | 0.0% | ₹163.90 Cr | 8.0% |
| Baroda BNP Paribas Medium Duration Fund Regular Growth Moderate Risk | 1.0% | 1.0% | ₹28.33 Cr | 7.4% |
| Baroda BNP Paribas Medium Duration Fund Direct Growth Moderate Risk | 0.7% | 1.0% | ₹28.33 Cr | 7.7% |
| HDFC Medium Term Debt Fund Regular Growth Moderately High risk | 1.3% | 0.0% | ₹3912.37 Cr | 8.2% |
| Bandhan Bond Fund - Medium Term Plan Regular Growth Moderate Risk | 1.3% | 0.0% | ₹1469.57 Cr | 8.0% |
| ICICI Prudential Medium Term Bond Fund Regular Growth Moderately High risk | 1.4% | 1.0% | ₹5684.26 Cr | 8.4% |
| Sundaram Medium Term Bond Fund Regular Growth Moderate Risk | 2.2% | 1.0% | ₹43.15 Cr | 6.6% |
About the AMC
Aditya Birla SL Mutual Fund
Total AUM
₹3,75,807 Cr
Address
One World Centre, Tower 1, 17th Floor, Mumbai, 400 013
Other Funds by Aditya Birla SL Mutual Fund
Risk Level
Your principal amount will be at Moderately High risk
Take control of your wealth
Related Articles
Still got questions?
We're here to help.
What is the current NAV of Aditya Birla Sun Life Medium Term Plan Regular Growth?
The NAV of Aditya Birla Sun Life Medium Term Plan Regular Growth, as of 27-Mar-2025, is ₹38.75.
What are the returns of Aditya Birla Sun Life Medium Term Plan Regular Growth?
The fund has generated 13.01% over the last 1 year and 13.67% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
What is the portfolio composition of Aditya Birla Sun Life Medium Term Plan Regular Growth?
The fund's allocation of assets is distributed as 4.08% in equities, 91.93% in bonds, and 3.74% in cash and cash equivalents.
Who manages the Aditya Birla Sun Life Medium Term Plan Regular Growth?
The fund managers responsible for Aditya Birla Sun Life Medium Term Plan Regular Growth are:-
- Sunaina Cunha
- Mohit Sharma
Track & Analyse all your investments in one place
Compare your portfolio's performance with benchmarks
Identify potential risks in your portfolio and learn to fix them
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Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.
Aditya Birla Sun Life Medium Term Plan Regular Growth
DebtMedium DurationModerately High risk
Regular
NAV (27-Mar-25)
₹38.750.16%1D
Returns (Since Inception)
8.83%
Rated ★4.3+ on
Fund Overview
Fund Size
₹2,177 Cr
Expense Ratio
1.56%
ISIN
INF209K01603
Minimum SIP
₹1,000
Exit Load
2.00%
Inception Date
25 Mar 2009
Risk Level
Your principal amount will be at Moderately High risk
About this fund
Aditya Birla Sun Life Medium Term Plan Regular Growth is a Medium Duration mutual fund schemes offered by Aditya Birla SL Mutual Fund. This fund has been in existence for 16 years and 3 days, having been launched on 25-Mar-09.
As of 27-Mar-25, it has a Net Asset Value (NAV) of ₹38.75, Assets Under Management (AUM) of 2177.40 Crores, and an expense ratio of 1.56%.
As of 27-Mar-25, it has a Net Asset Value (NAV) of ₹38.75, Assets Under Management (AUM) of 2177.40 Crores, and an expense ratio of 1.56%.
- Aditya Birla Sun Life Medium Term Plan Regular Growth has given a CAGR return of 8.83% since inception.
- The fund's asset allocation comprises around 4.08% in equities, 91.93% in debts, and 3.74% in cash & cash equivalents.
- You can start investing in Aditya Birla Sun Life Medium Term Plan Regular Growth with a SIP of ₹1000 or a Lumpsum investment of ₹1000.
Performance against Category Average
In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
1 Year
+13.01%
+6.94% (Cat Avg.)
3 Years
+13.67%
+6.42% (Cat Avg.)
5 Years
+12.05%
+7.10% (Cat Avg.)
10 Years
+8.58%
+6.18% (Cat Avg.)
Since Inception
+8.83%
— (Cat Avg.)
Portfolio Summaryas of 15th March 2025
| Equity | ₹88.79 Cr | 4.08% |
| Debt | ₹2,001.78 Cr | 91.93% |
| Others | ₹86.83 Cr | 3.99% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type | Amount | Holdings |
|---|---|---|---|
| 7.18% Govt Stock 2033 | Bond - Gov't/Treasury | ₹482.81 Cr | 22.17% |
| National Bank For Agriculture And Rural Development | Bond - Corporate Bond | ₹99.59 Cr | 4.57% |
| Nuvama Wealth Finance Ltd | Bond - Corporate Bond | ₹94.75 Cr | 4.35% |
| 7.1% Govt Stock 2034 | Bond - Gov't/Treasury | ₹94.11 Cr | 4.32% |
| 360 One Prime Ltd. 9.4% | Bond - Corporate Bond | ₹64.64 Cr | 2.97% |
| Narayana Hrudayalaya Limited | Bond - Corporate Bond | ₹59.88 Cr | 2.75% |
| Vedanta Limited | Bond - Corporate Bond | ₹59.82 Cr | 2.75% |
| 7.23% Government Of India (15/04/2039) | Bond - Gov't/Treasury | ₹51.71 Cr | 2.37% |
| LIC Housing Finance Limited | Bond - Corporate Bond | ₹50.43 Cr | 2.32% |
| Creditaccess Grameen Limited | Bond - Corporate Bond | ₹50.06 Cr | 2.30% |
| Ncd Small Industries Development Bank Of India | Bond - Corporate Bond | ₹50 Cr | 2.30% |
| Small Industries Development Bank Of India | Bond - Corporate Bond | ₹49.94 Cr | 2.29% |
| JSW Steel Limited | Bond - Corporate Bond | ₹49.91 Cr | 2.29% |
| SK Finance Limited | Bond - Corporate Bond | ₹49.59 Cr | 2.28% |
| 4.986339% GMR Infrastructure Limited (22/11/2026) | Bond - Corporate Bond | ₹49.23 Cr | 2.26% |
| Adani Airport Holdings Ltd | Bond - Corporate Bond | ₹48.3 Cr | 2.22% |
| Hinduja Housing Finance Limited 8.85% | Bond - Corporate Bond | ₹46.16 Cr | 2.12% |
| 7.26% Govt Stock 2033 | Bond - Gov't/Treasury | ₹41.22 Cr | 1.89% |
| 7.18% Govt Stock 2037 | Bond - Gov't/Treasury | ₹41.09 Cr | 1.89% |
| JM Financial Products Limited | Bond - Corporate Bond | ₹39.94 Cr | 1.83% |
| State Bank Of India | Bond - Corporate Bond | ₹39.38 Cr | 1.81% |
| Net Receivables / (Payables) | Cash - Collateral | ₹34.84 Cr | 1.60% |
| IRB InvIT Fund Units 2017-Series IV | Equity | ₹31.45 Cr | 1.44% |
| Indinfravit Trust | Bond - Corporate Bond | ₹28.82 Cr | 1.32% |
| Clearing Corporation Of India Limited | Cash - Repurchase Agreement | ₹25.97 Cr | 1.19% |
| Arka Fincap Limited 9.9% | Bond - Corporate Bond | ₹25.08 Cr | 1.15% |
| Dlf Home Developers Limited 8.5% | Bond - Corporate Bond | ₹25.03 Cr | 1.15% |
| Small Industries Development Bank Of India | Bond - Corporate Bond | ₹25.01 Cr | 1.15% |
| Aditya Birla Housing Finance Limited | Bond - Corporate Bond | ₹24.99 Cr | 1.15% |
| Avanse Financial Services Limited 9.5221% | Bond - Corporate Bond | ₹24.96 Cr | 1.15% |
| Eris Lifesciences Limited | Bond - Corporate Bond | ₹24.06 Cr | 1.11% |
| Eris Lifesciences Limited | Bond - Corporate Bond | ₹24.03 Cr | 1.10% |
| Nexus Select Trust Reits | Equity - REIT | ₹23.49 Cr | 1.08% |
| Indus Infra Trust Unit | Equity | ₹21.23 Cr | 0.97% |
| 7.1% Govt Stock 2029 | Bond - Gov't/Treasury | ₹20.34 Cr | 0.93% |
| National Bank For Agriculture And Rural Development | Bond - Corporate Bond | ₹20.09 Cr | 0.92% |
| Oxyzo Financial Services Private Limited | Bond - Corporate Bond | ₹20 Cr | 0.92% |
| Union Bank Of India | Bond - Corporate Bond | ₹19.01 Cr | 0.87% |
| PCBL Chemical Ltd. 7.4715% | Bond - Corporate Bond | ₹16.97 Cr | 0.78% |
| 6.92% Govt Stock 2039 | Bond - Gov't/Treasury | ₹15.12 Cr | 0.69% |
| Punjab National Bank | Bond - Corporate Bond | ₹14.87 Cr | 0.68% |
| IndiGrid Infrastructure Trust Units Series - IV | Equity | ₹12.63 Cr | 0.58% |
| Highways Infrastructure Trust | Bond - Corporate Bond | ₹12.59 Cr | 0.58% |
| Embassy Office Parks Reit | Bond - Asset Backed | ₹10.92 Cr | 0.50% |
| Godrej Industries Limited | Bond - Corporate Bond | ₹10.05 Cr | 0.46% |
| SBI - Corporate Debt Market Development Fund - A2 Units | Mutual Fund - Open End | ₹5.48 Cr | 0.25% |
| Dme Development Limited | Bond - Corporate Bond | ₹4.26 Cr | 0.20% |
| Dme Development Limited | Bond - Corporate Bond | ₹4.24 Cr | 0.19% |
| Dme Development Limited | Bond - Corporate Bond | ₹4.22 Cr | 0.19% |
| Dme Development Limited | Bond - Corporate Bond | ₹4.22 Cr | 0.19% |
| Dme Development Limited | Bond - Corporate Bond | ₹4.21 Cr | 0.19% |
| Dme Development Limited | Bond - Corporate Bond | ₹4.2 Cr | 0.19% |
| Dme Development Limited | Bond - Corporate Bond | ₹4.18 Cr | 0.19% |
| Dme Development Limited | Bond - Corporate Bond | ₹4.16 Cr | 0.19% |
| Dme Development Limited | Bond - Corporate Bond | ₹4.14 Cr | 0.19% |
| Dme Development Limited | Bond - Corporate Bond | ₹4.12 Cr | 0.19% |
| 06.97 KA Sdl 2028 | Bond - Gov't/Treasury | ₹1.75 Cr | 0.08% |
| 08.08 MH Sdl 2028 | Bond - Gov't/Treasury | ₹1.14 Cr | 0.05% |
| Rural Electrification Corporation Limited | Bond - Corporate Bond | ₹1.14 Cr | 0.05% |
| Ntpc Limited | Bond - Corporate Bond | ₹0.55 Cr | 0.03% |
| 7.17% Govt Stock 2028 | Bond - Gov't/Treasury | ₹0.44 Cr | 0.02% |
| 06.97 MH Sdl 2028 | Bond - Gov't/Treasury | ₹0.31 Cr | 0.01% |
| 08.73 Up SDL 2028oct | Bond - Gov't/Treasury | ₹0.21 Cr | 0.01% |
| 7.26% Govt Stock 2029 | Bond - Gov't/Treasury | ₹0.21 Cr | 0.01% |
| 7.27% Govt Stock 2026 | Bond - Gov't/Treasury | ₹0.13 Cr | 0.01% |
Allocation By Credit Quality (Debt)
AAA
AA
A
BBB
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Industrials | ₹31.45 Cr | 1.44% |
| Financial Services | ₹21.23 Cr | 0.97% |
| Utilities | ₹12.63 Cr | 0.58% |
Risk & Performance Ratios
Standard Deviation
This fund
9.22%
Cat. avg.
2.44%
Lower the better
Sharpe Ratio
This fund
0.72
Cat. avg.
-0.20
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
0.17
Higher the better
Fund Managers
SC
Sunaina Cunha
Since September 2014
MS
Mohit Sharma
Since August 2020
Additional Scheme Detailsas of 15th March 2025
ISIN INF209K01603 | Expense Ratio 1.56% | Exit Load 2.00% | Fund Size ₹2,177 Cr | Age 16 years | Lumpsum Minimum ₹1,000 | Fund Status Open Ended Investment Company | Benchmark CRISIL Medium Duration Debt TR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Medium Duration Funds
| Fund name | Expense Ratio | Exit Load | Fund size | 1Y |
|---|---|---|---|---|
| Kotak Nifty AAA Bond Plus SDL Apr 2026 70:30 ETF Moderate Risk | - | - | - | - |
| Axis Strategic Bond Fund Regular Growth Moderately High risk | 1.2% | 1.0% | ₹1934.39 Cr | 8.7% |
| Invesco India Medium Duration Fund Direct Growth Moderate Risk | 0.4% | 0.0% | ₹163.90 Cr | 8.8% |
| Invesco India Medium Duration Fund Regular Growth Moderate Risk | 1.1% | 0.0% | ₹163.90 Cr | 8.0% |
| Baroda BNP Paribas Medium Duration Fund Regular Growth Moderate Risk | 1.0% | 1.0% | ₹28.33 Cr | 7.4% |
| Baroda BNP Paribas Medium Duration Fund Direct Growth Moderate Risk | 0.7% | 1.0% | ₹28.33 Cr | 7.7% |
| HDFC Medium Term Debt Fund Regular Growth Moderately High risk | 1.3% | 0.0% | ₹3912.37 Cr | 8.2% |
| Bandhan Bond Fund - Medium Term Plan Regular Growth Moderate Risk | 1.3% | 0.0% | ₹1469.57 Cr | 8.0% |
| ICICI Prudential Medium Term Bond Fund Regular Growth Moderately High risk | 1.4% | 1.0% | ₹5684.26 Cr | 8.4% |
| Sundaram Medium Term Bond Fund Regular Growth Moderate Risk | 2.2% | 1.0% | ₹43.15 Cr | 6.6% |
About the AMC
Aditya Birla SL Mutual Fund
Total AUM
₹3,75,807 Cr
Address
One World Centre, Tower 1, 17th Floor, Mumbai, 400 013
Other Funds by Aditya Birla SL Mutual Fund
Related Articles
Still got questions?
We're here to help.
What is the current NAV of Aditya Birla Sun Life Medium Term Plan Regular Growth?
The NAV of Aditya Birla Sun Life Medium Term Plan Regular Growth, as of 27-Mar-2025, is ₹38.75.
What are the returns of Aditya Birla Sun Life Medium Term Plan Regular Growth?
The fund has generated 13.01% over the last 1 year and 13.67% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
What is the portfolio composition of Aditya Birla Sun Life Medium Term Plan Regular Growth?
The fund's allocation of assets is distributed as 4.08% in equities, 91.93% in bonds, and 3.74% in cash and cash equivalents.
Who manages the Aditya Birla Sun Life Medium Term Plan Regular Growth?
The fund managers responsible for Aditya Birla Sun Life Medium Term Plan Regular Growth are:-
- Sunaina Cunha
- Mohit Sharma
Track & Analyse all your investments in one place
Compare your portfolio's performance with benchmarks
Identify potential risks in your portfolio and learn to fix them
Track all your family's investments in one place
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.
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Mutual Fund distribution services are offered through Dezerv Distribution Services Pvt Limited, a wholly owned subsidiary with AMFI Registration No.: ARN -248439. **Mutual fund investments are subject to market risks, read all scheme related documents carefully.** Terms and conditions of the website are applicable. Privacy policy of the website is applicable.
Dezerv Investments Private Limited is a Portfolio Manager with SEBI Registration no. INP000007377, a member of BSE with SEBI Stock Broker Registration no. INZ000303136, and an Investment Manager to Category - I AIF-VCF-Angel Fund with SEBI Registration no. IN/AIF1/22-23/1066.
Mutual Fund distribution services are offered through Dezerv Distribution Services Pvt Limited, a wholly owned subsidiary with AMFI Registration No.: ARN -248439. **Mutual fund investments are subject to market risks, read all scheme related documents carefully.** Terms and conditions of the website are applicable. Privacy policy of the website is applicable.
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