Mutual Fund Details
Aditya Birla Sun Life Medium Term Plan Direct-Growth
NAV
₹42.7053
as on 28 Apr 2025, 11:12 PM
₹0.0022(0.01%)
Last Change
Scheme Ratings
1
Medium Duration
3Y Returns
5
rated by Value Research
Medium Duration
Rankings based on 3Y Returns | as on 18 Nov 2024
×
1
Aditya Birla Sun Life Medium Term Plan Direct-Growth
14.96%
2
Axis Strategic Bond Fund Direct-Growth
8.21%
3
Kotak Medium Term Fund Direct-Growth
7.88%
4
ICICI Prudential Medium Term Bond Fund Direct Plan-Growth
8.07%
5
SBI Magnum Medium Duration Fund Direct -Growth
7.79%
Schemes Managed By
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Investment Performance
would have given a return of
₹1,10,871
₹1,21,647
₹1,48,787
₹1,51,976
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
₹51,976
Profit (absolute return)
51.98%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm MoneyInvestment Returns
In the last 3 months
5.17%
In the last 6 months
8.79%
In the last 1 year
14.71%
In the last 3 years
51.98%
In the last 5 years
89.15%
In the last 10 years
145.22%
Absolute Returns
CAGR
Scheme Riskometer
low
low to moderate
moderate
moderately high
high
very high
Investors understand that their principal will be at moderately high risk
Scheme Information
Aditya Birla Sun Life Medium Term Plan Direct-Growth
as of 31 Mar 2025, 05:30 AM
₹2,206.08 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
For units in excess of 15% of the investment, exit load of 2% if redeemed within 1 year, 1% if redeemed after 1 year but within 2 years.
0.86%
Expense Ratio
Plan
Growth
Benchmark
CRISIL Medium Duration Debt A-III Index
Exit Load
For units in excess of 15% of the investment, exit load of 2% if redeemed within 1 year, 1% if redeemed after 1 year but within 2 years.
Scheme Document
Sectors Holding in this Mutual Fund
as on 31 Mar 2025
Cash Holding
10.00%
₹220.54 Cr
Others
90.00%
₹1,985.47 Cr
Companies Holding in this Mutual Fund
as on 31 Mar 2025
GOI
35.64%
₹786.25 Cr
LIC Housing Finance Ltd.
2.90%
₹63.98 Cr
Avanse Financial Services Ltd.
2.64%
₹58.24 Cr
CreditAccess Grameen Ltd.
2.63%
₹58.02 Cr
Others
56.19%
₹1,239.60 Cr
View All
View All
Instruments Holding in this Mutual Fund
as on 31 Mar 2025
Debenture
40.86%
₹901.32 Cr
GOI Sec
35.64%
₹786.14 Cr
Reverse Repo
7.00%
₹154.43 Cr
NCD
4.20%
₹92.72 Cr
Net Receivables
3.00%
₹66.11 Cr
Others
9.31%
₹205.39 Cr
View All
View All
Instruments Holding in this Mutual Fund
as on 31 Mar 2025
Debenture
40.86%
₹901.32 Cr
GOI Sec
35.64%
₹786.14 Cr
Reverse Repo
7.00%
₹154.43 Cr
NCD
4.20%
₹92.72 Cr
Net Receivables
3.00%
₹66.11 Cr
Others
9.31%
₹205.39 Cr
View All
View All
This fund's returns:
14.96%Return Duration
3 Years
Axis Strategic Bond Fund Direct-Growth
DebtMedium Duration
Min. Investment
₹100
Category Returns
6.17%
14.96%
3Y Returns
8.21
ICICI Prudential Medium Term Bond Fund Direct Plan-Growth
DebtMedium Duration
Min. Investment
₹1000
Category Returns
6.17%
14.96%
3Y Returns
8.07
Kotak Medium Term Fund Direct-Growth
DebtMedium Duration
Min. Investment
₹100
Category Returns
6.17%
14.96%
3Y Returns
7.88
About Aditya Birla Sun Life Medium Term Plan Direct-Growth
Aditya Birla Sun Life Medium Term Plan Direct-Growth is a Debt mutual fund scheme from Aditya Birla Sun Life Mutual Fund. This scheme was launched on Invalid date and is currently managed by its fund managers Mohit Sharma and Sunaina da Cunha. It has an AUM of ₹2,206.08 Crores and the latest NAV decalared is ₹42.705 as on 29 Apr 2025 at 8:28 pm.
Aditya Birla Sun Life Medium Term Plan Direct-Growth scheme return performance in last 1 year is 14.71%, in last 3 years is 51.98% and 215.62% since scheme launch. The min. SIP amount to invest in this scheme is ₹1000.
Scheme Details
| AUM: | ₹2,206.08 Cr |
| Category: | Debt: Medium Duration |
| Launch Date: | Invalid date |
| Fund Type: | Open-End |
AMC Information
Aditya Birla Sun Life Mutual Fund
View AMC Details
₹3,00,253.42 Cr
AUM
164
Schemes
Address
One World Center, Tower 1,17th Floor, Jupiter Mill CompoundSenapati Bapat Marg, Elphinstone Road400013
Phone Number
Fax : 022-43568110
Email / Website
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