SC
Sunaina CunhaFund Manager Since 25 Nov 2019
Fixed IncomeOther Bond
Aditya Birla Sun Life Medium Term Plan Segregated Port 1 Direct Growth
3Y Annualised
N/A
0.05% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
0.11%
0.05% 1D
Benchmark
Motilal Oswal S&P 500 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
-1 years -9 months
NIFTY 50
5 years 1 months
FD
9 years 7 months
Fund info
Fund size
₹130.72 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹1000
Exit load
0.01%
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
Nippon India Medium Duration Fund Segregated Portfolio 1 Direct Quarterly Inc Dist cum Cap Wdrl
298.52%
2nd
Nippon India Medium Duration Fund Segregated Portfolio 1 Quarterly Inc Dist cum Cap Wdrl
298.49%
3rd
Nippon India Credit Risk Fund Segregated Portfolio 1 Direct Income Dist cum Cap Wdrl
298.48%
4th
Nippon India Credit Risk Fund Segregated Portfolio 1 Direct Growth
298.36%
5th
Nippon India Medium Duration Fund Segregated Portfolio 1 Direct Bonus
298.31%
237th
Aditya Birla Sun Life Medium Term Plan Segregated Port 1 Direct Growth
0.11%
Fund Managers
MS
Mohit SharmaFund Manager Since 6 Aug 2020
About Aditya Birla Sun Life Medium Term Plan Segregated Port 1 Direct Growth
Aditya Birla Sun Life Medium Term Plan Segregated Port 1 Direct Growth is a Fixed Income mutual fund scheme from Aditya Birla Sun Life AMC Ltd. This fund has been in existence for 5 years, having been launched on 2019-11-25. Aditya Birla Sun Life Medium Term Plan Segregated Port 1 Direct Growth has ₹130.72 Cr worth of assets under management (AUM) as of Wed Oct 29 2025. The latest Net Asset Value (NAV) of Aditya Birla Sun Life Medium Term Plan Segregated Port 1 Direct Growth as of Fri Sep 30 2022 is ₹0.571. The fund has an expense ratio of %, which is medium comparable to most other Fixed Income funds.
Aditya Birla Sun Life Medium Term Plan Segregated Port 1 Direct Growth returns for the last 1 year are -59.01%. Since launch, it has delivered -33.59% average annual returns.
The Aditya Birla Sun Life Medium Term Plan Segregated Port 1 Direct Growth has the majority of its money invested in sectors.
AMC Information
| Name | Aditya Birla Sun Life AMC Ltd |
|---|---|
| Founding Date | 2019-11-25 |
| abslamc.cs@adityabirlacapital.com | |
| Phone | +91 22 4356 8008/ 8000 |
| Website | https://mutualfund.adityabirlacapital.com/ |
| Address | Aditya Birla Sun Life AMC Ltd,One World Centre, Tower 1, 17th Floor,Jupiter Mills, Senapati Bapat Marg, Elphinstone Road,Mumbai - 400013 |
Tax Implications of Aditya Birla Sun Life Medium Term Plan Segregated Port 1 Direct 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
9.95%
expense ratio
0.54%
fund size
₹911.51 Cr
Aditya Birla Sun Life Consumption Fund Direct Plan Growth
EquityEquity - Consumption
3Y CAGR
16.56%
expense ratio
0.77%
fund size
₹6362.98 Cr
Aditya Birla Sun Life Reg Savings Fund Direct Plan Growth
AllocationConservative Allocation
3Y CAGR
10.44%
expense ratio
0.93%
fund size
₹1539.01 Cr
Aditya Birla Sun Life ELSS Tax Saver Direct Plan Growth
EquityELSS (Tax Savings)
3Y CAGR
16.51%
expense ratio
0.97%
fund size
₹15174.87 Cr
Aditya Birla Sun Life Medium Term Plan Institutional Growth
Fixed IncomeMedium Duration
3Y CAGR
6.84%
expense ratio
1.57%
fund size
₹2734.09 Cr
Calculate Your Returns
Estimated Returns in 1 Years (Based on past 1Y returns)
₹0
Total Amount
₹0
FAQs
What is the current NAV of Aditya Birla Sun Life Medium Term Plan Segregated Port 1 Direct Growth?
What are the average returns of Aditya Birla Sun Life Medium Term Plan Segregated Port 1 Direct Growth?
How do I invest in Aditya Birla Sun Life Medium Term Plan Segregated Port 1 Direct Growth?
What is the expense ratio of Aditya Birla Sun Life Medium Term Plan Segregated Port 1 Direct Growth?
What are net assets under management (AUM) of Aditya Birla Sun Life Medium Term Plan Segregated Port 1 Direct Growth?
What is the PE and PB ratio of Aditya Birla Sun Life Medium Term Plan Segregated Port 1 Direct Growth?
What are the top 5 holdings of Aditya Birla Sun Life Medium Term Plan Segregated Port 1 Direct Growth?
What are the top 3 sectors that Aditya Birla Sun Life Medium Term Plan Segregated Port 1 Direct Growth has invested in?
Who is the manager of Aditya Birla Sun Life Medium Term Plan Segregated Port 1 Direct Growth?
What is the exit load of Aditya Birla Sun Life Medium Term Plan Segregated Port 1 Direct Growth?
How to Redeem Aditya Birla Sun Life Medium Term Plan Segregated Port 1 Direct Growth?
Can I invest in SIP and a Lump Sum of Aditya Birla Sun Life Medium Term Plan Segregated Port 1 Direct Growth?
