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Aditya Birla Sun Life Medium Term Plan Growth Return

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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)

₹3,113 Cr

Lock In Period

N/A

Expense Ratio

1.56

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

Summary

Aditya Birla Sun Life Medium Term Plan Growth NAV is ₹42.6971 as of 5 Jun, 2026. Aditya Birla Sun Life Medium Term Plan Growth has delivered 30.68% returns since its launch. The minimum SIP investment amount in Aditya Birla Sun Life Medium Term Plan Growth is ₹1000. The AUM of Aditya Birla Sun Life Medium Term Plan Growth is ₹3,113 Cr. The expense ratio of the fund is 1.56%, and its benchmark is CRISIL Medium Duration Debt A-III Index. The current exit load of the fund is 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.. In the last 1M months, Aditya Birla Sun Life Medium Term Plan Growth has delivered 0.40% returns.

Aditya Birla Sun Life Medium Term Plan Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.40-0.96298.31
6M3.551.27316.78
1Y7.003.85340.09
3Y9.3310.2439.54

Portfolio Analysis

  • Equity:
  • Debt: 95.33%
  • Others
As on: 2026-05-15
View allocation % by

1. Government of India (08/04/2034)6.19%
2. Government of India (06/10/2035)6.02%
3. 7.27% National Bank For Agriculture and Rural Development (23/02/2029)3.97%
4. 6.66% National Bank For Agriculture and Rural Development (12/10/2028)3.60%
5. 9.25% Hinduja Leyland Finance Limited (09/07/2031)3.44%
6. 9.90% Oxyzo Financial Services Pvt Ltd (13/03/2029)2.84%
7. 5.00% GMR Airport Ltd (13/02/2027)2.67%
8. Jtpm Metal Traders Pvt Ltd (29/09/2028) (ZCB)2.59%
9. Jubilant Bevco Ltd (31/05/2028) (ZCB)2.58%
10. Net Receivables / (Payables)2.45%
11. 9.50% Kogta Financial India Ltd (30/10/2027)2.31%
12. 8.66% Cholamandalam Investment and Finance Company Limited (23/02/2033)2.22%
13. 8.00% Adani Power Limited (27/01/2028)2.16%
14. 10.96% Gaursons India Pvt Ltd (26/12/2028)2.16%
15. 6.94% Power Grid Corporation of India Limited (15/04/2035)2.15%
16. Government of India (07/07/2040)1.96%
17. 9.40% Vedanta Limited (20/02/2027)1.93%
18. 8.32% Hero Housing Finance Ltd (30/08/2027)1.92%
19. 8.40% Narayana Hrudayalaya Limited (15/02/2030)1.92%
20. 8.75% JSW Energy Limited (20/03/2028)1.91%
21. 9.75% Nuvama Wealth Finance Ltd (16/04/2027)1.88%
22. 8.559384% Security and Intelligence Services (India) Limited (26/03/2028)1.84%
23. 5.00% GMR Airport Ltd (13/08/2028)1.68%
24. 6.74% Small Industries Development Bank of India (10/01/2029)1.56%
25. 6.64% Power Finance Corporation Limited (15/07/2030)1.54%
26. 7.12% Housing & Urban Development Corporation Limited (26/12/2034)1.54%
27. 9.25% Sk Finance Ltd (09/05/2027)1.54%
28. 8.85% Hinduja Housing Finance Ltd (01/02/2027)1.48%
29. 9.40% 360 ONE Prime Ltd (04/03/2027)1.45%
30. 14.60% IKF Finance Ltd (28/04/2028) (FRN)1.38%
31. 6.59% Power Finance Corporation Limited (15/10/2030)1.23%
32. 7.833302% IKF Finance Ltd (12/08/2027)1.20%
33. 6.216161% Adani Airport Holdings Ltd (08/09/2028)1.15%
34. Government of India (07/10/2034)0.95%
35. 8.05% JSW Energy Limited (10/11/2028)0.94%
36. 6.917526% IndInfravit Trust (31/03/2040)0.88%
37. 7.8989% Aditya Birla Housing Finance Limited (08/06/2027)0.80%
38. 8.95% Vedanta Limited (16/03/2029)0.80%
39. 9.5221% Avanse Financial Services Ltd (29/06/2026)0.80%
40. 7.60% Power Finance Corporation Limited (25/08/2033)0.79%
41. 7.43% National Bank for Financing Infrastructure and Dev (16/06/2033)0.79%
42. 8.73% Eris Lifesciences Limited (07/12/2026)0.77%
43. 8.73% Eris Lifesciences Limited (07/06/2027)0.77%
44. 9.35% Delhi International Airport Ltd (22/08/2030)0.65%
45. 8.20% Adani Power Limited (25/01/2029)0.64%
46. 6.78% Indian Railway Finance Corporation Limited (30/04/2030)0.56%
47. 9.31% Vedanta Limited (03/12/2027)0.48%
48. 6.85% National Bank For Agriculture and Rural Development (19/01/2029)0.47%
49. 8.34% Highways Infrastructure Trust (18/01/2027)0.40%
50. Clearing Corporation of India Limited0.38%
51. Government of India (23/05/2036)0.33%
52. 9.25% Sk Finance Ltd (24/10/2027)0.32%
53. 7.35% REC Limited (31/07/2034)0.16%
54. State Government Securities (18/03/2035)0.14%
55. Government of India (06/02/2033)0.13%
56. State Government Securities (18/03/2036)0.09%
57. State Government Securities (24/10/2028)0.01%

1. State Government Securities (29/06/2035)1.99%
2. State Government Securities (23/03/2035)0.64%
3. State Government Securities (25/05/2035)0.59%
4. State Government Securities (03/09/2035)0.48%
5. State Government Securities (27/03/2035)0.47%
6. State Government Securities (01/06/2034)0.43%
7. State Government Securities (09/02/2035)0.41%
8. State Government Securities (02/05/2034)0.32%
9. State Government Securities (24/02/2035)0.31%
10. State Government Securities (26/02/2028)0.06%
11. State Government Securities (26/12/2028)0.04%
12. State Government Securities (18/02/2028)0.01%
13. State Government Securities (06/05/2027)0.01%

1. 8.37% REC Limited (07/12/2028)0.04%

1. Government of India (08/01/2028)0.01%
2. Government of India (14/01/2029)0.01%

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 ₹3,113 Crore. The fund benchmarks its performance against the CRISIL Medium Duration Debt A-III Index while maintaining an expense ratio of 1.56. 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
Kotak Medium Term Fund - Growth31830.11 CR1.63
Nippon India Medium Duration Fund Growth0145.77 CR1.11
Aditya Birla Sun Life Medium Term Plan Growth53113.16 CR1.56
Fund Name1Y3Y
This FundKotak Medium Term Fund - Growth4.937323.8184
This FundNippon India Medium Duration Fund Growth6.245623.8842
This FundAditya Birla Sun Life Medium Term Plan Growth7.004730.6761

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 1.56. 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 : 0.40%
  • 6 Months : 3.55%
  • 1 Year : 7.00%
  • 3 Years : 9.33%
Returns of Aditya Birla Sun Life Medium Term Plan Growth are updated daily based on NAV of ₹ 42.6971 as on Jun 04,2026. Since inception, the return has been 30.68%.

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 ₹3,113 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.