SC
Sunaina CunhaFund Manager Since 1 Sept 2014
Fixed IncomeMedium Duration
Aditya Birla Sun Life Medium Term Plan Direct Plan Growth
3Y Annualised
14.27%
0.04% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
Annualised
2.38%
0.04% 1D
Benchmark
SBI Nifty 10 yr Benchmark G-Sec ETF
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
5 years 2 months
NIFTY 50
6 years
FD
9 years 7 months
Fund info
Fund size
₹2048.53 Cr
Min. SIP amount
₹1000
Min. Lumpsum amount
₹1000
Exit load
0.02%
In respect of each purchase / switch-in of Units, upto 15% of the units may be redeemed / switched-out without any exit load from the date of allotment. Any redemption in excess of the above limit shall be subject to the following exit load: - For redemption / switch-out of units on or before 1 year from the date of allotment: 2.00% of applicable NAV. - For redemption / switch-out of units after 1 year but on or before 2 years from the date of allotment: 1.00% of applicable NAV. - For redemption / switch-out of units after 2 years: Nil
Risk Profile
Moderately High risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Aditya Birla Sun Life Medium Term Plan Direct Plan Payout Inc Dist cum Cap Wdrl
2.38%
2nd
Aditya Birla Sun Life Medium Term Plan Direct Plan Growth
2.38%
3rd
Aditya Birla Sun Life Medium Term Plan Direct Plan Half Yearly Payout Inc Dist cum Cap Wdrl
2.38%
4th
Aditya Birla Sun Life Medium Term Plan Direct Plan Quarterly Payout Inc Dist cum Cap Wdrl
2.38%
5th
Aditya Birla Sun Life Medium Term Plan Regular Plan Half Yearly Reinvestment Inc Dist cum Cap Wdrl
2.33%
Fund Managers
MS
Mohit SharmaFund Manager Since 6 Aug 2020
About Aditya Birla Sun Life Medium Term Plan Direct Plan Growth
Aditya Birla Sun Life Medium Term Plan Direct Plan Growth is a Fixed Income mutual fund scheme from Aditya Birla Sun Life AMC Ltd. This fund has been in existence for 12 years, having been launched on 2013-01-01. Aditya Birla Sun Life Medium Term Plan Direct Plan Growth has ₹2048.53 Cr worth of assets under management (AUM) as of Thu Mar 06 2025. The latest Net Asset Value (NAV) of Aditya Birla Sun Life Medium Term Plan Direct Plan Growth as of Thu Mar 06 2025 is ₹41.692. The fund has an expense ratio of 0.86%, which is medium comparable to most other Fixed Income funds.
Aditya Birla Sun Life Medium Term Plan Direct Plan Growth returns for the last 1 year are 13.15%. Since launch, it has delivered 9.73% average annual returns.
The Aditya Birla Sun Life Medium Term Plan Direct Plan Growth has the majority of its money invested in null sectors.
Top 5 Holdings of Aditya Birla Sun Life Medium Term Plan Direct Plan Growth.
- 7.18% Govt Stock 2033: 25.07%
- 7.26% Govt Stock 2033: 9.68%
- Nuvama Wealth Finance Limited 9.75%: 3.75%
- Narayana Hrudayalaya Limited 8.4%: 2.82%
- 7.23% Govt Stock 2039: 2.43%
AMC Information
| Name | Aditya Birla Sun Life AMC Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| care.mutualfunds@adityabirlacapital.com | |
| Phone | +91 22 43568000 |
| Website | www.adityabirlasunlifemf.com |
| Address | Aditya Birla Sun Life AMC Ltd,One World Centre, Tower 1, 17th Floor,Jupiter Mill Compound, 841, Senapati Bapat Marg,Elphinstone Road |
Tax Implications of Aditya Birla Sun Life Medium Term Plan Direct Plan Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
Similar Funds from Aditya Birla Sun Life AMC Ltd
Aditya Birla Sun Life Equity Savings Fund Direct Plan Growth
AllocationEquity Savings
3Y CAGR
8.46%
expense ratio
0.62%
fund size
₹650.40 Cr
Aditya Birla Sun Life India Gennext Fund Direct Plan Growth
EquityEquity - Consumption
3Y CAGR
16.37%
expense ratio
0.83%
fund size
₹5625.62 Cr
Aditya Birla Sun Life Reg Savings Fund Direct Plan Growth
AllocationConservative Allocation
3Y CAGR
8.70%
expense ratio
1.02%
fund size
₹1388.87 Cr
Aditya Birla Sun Life ELSS Tax Saver Direct Plan Growth
EquityELSS (Tax Savings)
3Y CAGR
12.44%
expense ratio
1.02%
fund size
₹14626.04 Cr
Aditya Birla Sun Life Medium Term Plan Institutional Growth
Fixed IncomeMedium Duration
3Y CAGR
6.84%
expense ratio
1.56%
fund size
₹2048.53 Cr
FAQs
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Who is the manager of Aditya Birla Sun Life Medium Term Plan Direct Plan Growth?
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How to Redeem Aditya Birla Sun Life Medium Term Plan Direct Plan Growth?
Can I invest in SIP and a Lump Sum of Aditya Birla Sun Life Medium Term Plan Direct Plan Growth?
