Home Mutual Funds Aditya Birla Sun Life Medium Term Plan

Aditya Birla Sun Life Medium Term Plan

Debt - Medium Duration Fund

+10.03%

CAGR

₹41.975-0.03%

Current NAV(Jan 08,2026)

ALL

AUM ₹2905 Cr

Exit load 2.00%

Risk involved Moderately High

Min. investment ₹1,000

Lock-in-Period NA

Expense ratio 1.57%

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Historical Returns

Period Invested for	Absolute Returns	Annualized Returns	Category Avg
1 Day	-0.03%	--	-11.10%
1 Week	+1.66%	--	+3.58%
1 Month	+1.87%	--	+2.18%
3 Month	+2.97%	--	+4.58%
6 Month	+4.70%	--	+4.96%
9 Month	+7.51%	--	+6.74%
1 Year	+12.64%	+12.64%	+8.18%
2 Year	+24.65%	+11.63%	+8.35%
3 Year	+33.30%	+10.03%	+7.92%
4 Year	+66.37%	+13.55%	+7.10%
5 Year	+77.35%	+12.13%	+6.83%

Holding Analysis

By Asset

Sov

27.77%

ICRA AAA

15.05%

ICRA AA

9.51%

CRISIL AA

6.54%

Cash

4.84%

other

36.29%

By Sector

Transport Infrastructure

1.88%

Realty

1.68%

Power

0.51%

other

95.93%

Holdings

No data yet, will be updated soon.

Fund Information

Mutual Fund Manager

AMC Information

Founding Date

1994-12-23

AMC Incorporation date

1994-09-05

Sponsor Name

Aditya Birla Capital Ltd. and Sun Life (India) AMC Investments Inc.

Trustee organisation

Aditya Birla Sun Life Trustee Company Private Limited

MD/CEO

Mr. A Balasubramanian

CIO

Mr. Maneesh Dangi

Compliance Officer

Mr. Parth Makwana

Scheme Document

Disclaimer

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