Home Mutual Funds Aditya Birla Sun Life Medium Term Plan

Aditya Birla Sun Life Medium Term Plan

Debt - Medium Duration Fund

+13.94%

CAGR 3Y

₹39.051+0.11%

Current NAV(Apr 04,2025)

ALL

AUM ₹2206 Cr

Exit load 2.00%

Risk involved Moderately High

Min. investment ₹1,000

Lock-in-Period NA

Expense ratio 1.56%

Return Calculator

Monthly SIP

Lumpsum

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Year

Month

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Invested

₹60,000

Profit

₹22,616

Current value

₹82,616

Historical Returns

Period Invested for	Absolute Returns	Annualized Returns	Category Avg
1 Day	+0.11%	--	+38.77%
1 Week	+0.64%	--	+29.98%
1 Month	+1.77%	--	+21.14%
3 Month	+4.94%	--	+12.30%
6 Month	+8.49%	--	+9.78%
9 Month	+11.16%	--	+9.92%
1 Year	+13.69%	+13.69%	+9.43%
2 Year	+22.01%	+10.43%	+8.48%
3 Year	+47.97%	+13.94%	+7.37%
4 Year	+61.81%	+12.74%	+7.22%
5 Year	+78.16%	+12.23%	+7.22%

Holding Analysis

By Asset

Sov

30.28%

ICRA AA

16.32%

CRISIL AAA

11.23%

ICRA AAA

9.28%

CARE AA-

5.45%

other

27.44%

By Sector

Transport Infrastructure

2.24%

Realty

1.55%

Power

0.56%

other

95.65%

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 Nuvo Limited 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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