Aditya Birla Sun Life Medium Term Plan Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

Aditya Birla Sun Life Medium Term Plan Growth Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹1000

AUM (Fund size)

₹3,280 Cr

Lock In Period

N/A

Expense Ratio

1.55

Exit Load

For redemption / switch-out of units on or before 1 year from the date of allotment: 1.00% of applicable NAV.For redemption / switch-out of units after 1 year: Nil.

Benchmark

CRISIL Medium Duration Debt A-III Index

Aditya Birla Sun Life Medium Term Plan Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.380.50298.31
6M3.482.91316.78
1Y8.645.58340.09
3Y9.9215.1539.54

Portfolio Analysis

  • Equity:
  • Debt: 95.30%
  • Others
As on: 2026-07-31
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About Fund Aditya Birla Sun Life Medium Term Plan Growth

Aditya Birla Sun Life Medium Term Plan Growth managed by Aditya Birla Sun Life Mutual Fund,is a Medium Duration Fundsscheme with Assets Under Management of ₹3,280 Crore. The fund benchmarks its performance against the CRISIL Medium Duration Debt A-III Index while maintaining an expense ratio of 1.55. Under the expert guidance of Sunaina Da Cunha ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Sunaina Da Cunha

Ms. Sunaina da Cunha holds B.Com, MBA (FMS, Delhi), CFA She has over 10 years of experience in credit evaluation and research. Prior to joining BSLAMC, she worked with Aditya Birla Management Corporation Ltd as Group Management Trainee.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Nippon India Medium Duration Fund Growth0149 CR1.11
ICICI Prudential Medium Term Bond Fund Growth45,481 CR1.36
Kotak Medium Term Fund - Growth31,915 CR1.63
Aditya Birla Sun Life Medium Term Plan Growth53,280 CR1.55
Fund Name1Y3Y
This FundNippon India Medium Duration Fund Growth5.877325.7002
This FundICICI Prudential Medium Term Bond Fund Growth7.328825.7039
This FundKotak Medium Term Fund - Growth6.666126.2647
This FundAditya Birla Sun Life Medium Term Plan Growth8.640232.8228

Aditya Birla Sun Life Medium Term Plan Growth FAQs

Aditya Birla Sun Life Medium Term Plan Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Aditya Birla Sun Life Medium Term Plan Growth is 1.55. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Aditya Birla Sun Life Medium Term Plan Growth’s fund performance is as follows:
  • 1 Month : 0.38%
  • 6 Months : 3.48%
  • 1 Year : 8.64%
  • 3 Years : 9.92%
Returns of Aditya Birla Sun Life Medium Term Plan Growth are updated daily based on NAV of ₹ 43.7303 as on Aug 21,2026. Since inception, the return has been 32.82%.

You can invest in Aditya Birla Sun Life Medium Term Plan Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Aditya Birla Sun Life Medium Term Plan Growth is ₹3,280 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Aditya Birla Sun Life Medium Term Plan Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.