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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹1000 & Lump. ₹1000
AUM (Fund size)
₹2,982 Cr
Lock In Period
N/A
Expense Ratio
1.56
Benchmark
CRISIL Medium Duration Debt A-III Index
Exit Load
In respect of each purchase / switch-in of Units, upto 15% of the units may be redeemed / switched out without any exit load from the date of allotment. Any redemption in excess of theabove limit shall be subject to the following exit load:• For redemption / switch-out of units on or before 1 year from the date of allotment - 2.00% of applicable NAV.• For redemption / switch-out of units after 1 year but on or before 2 years from the date of allotment - 1.00% of applicable NAV.• For redemption / switch-out of units after 2 years - Nil.
Summary
Latest details for Aditya Birla Sun Life Medium Term Plan Growth include a ₹42.0947 NAV as of Feb 10,2026 and returns since inception of 32.96%. Minimum investments start at SIP ₹1000. The Aditya Birla Sun Life Medium Term Plan Growth AUM is ₹2,982 Cr, with a lock-in of N/A years, expense ratio of 1.56%, and benchmark CRISIL Medium Duration Debt A-III Index. Exit load is - In respect of each purchase / switch-in of Units, upto 15% of the units may be redeemed / switched out without any exit load from the date of allotment. Any redemption in excess of theabove limit shall be subject to the following exit load:• For redemption / switch-out of units on or before 1 year from the date of allotment - 2.00% of applicable NAV.• For redemption / switch-out of units after 1 year but on or before 2 years from the date of allotment - 1.00% of applicable NAV.• For redemption / switch-out of units after 2 years - Nil.. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 0.00% and a category best of 0.00%.
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Growth Review
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Portfolio Analysis
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As on: 2026-01-15
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About Fund
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 ₹2,982 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundAxis Strategic Bond Fund Growth | 5 | 2048.49 CR | 1.32 |
| This FundICICI Prudential Medium Term Bond Fund Growth | 4 | 5687.6 CR | 1.37 |
| This FundKotak Medium Term Fund - Growth | 3 | 1991.85 CR | 1.63 |
| This FundNippon India Medium Duration Fund Growth | 1 | 138.11 CR | 1.11 |
| This FundAditya Birla Sun Life Medium Term Plan Growth | 5 | 2973.42 CR | 1.56 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundAxis Strategic Bond Fund Growth | 7.7571 | 25.775 |
| This FundICICI Prudential Medium Term Bond Fund Growth | 8.4664 | 25.8873 |
| This FundKotak Medium Term Fund - Growth | 8.5952 | 26.8213 |
| This FundNippon India Medium Duration Fund Growth | 9.0877 | 26.9438 |
| This FundAditya Birla Sun Life Medium Term Plan Growth | 12.232 | 32.9187 |
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 : %
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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 ₹2,982 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.
Min Inv Amount: ₹500