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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹1000

AUM (Fund size)

₹3,085 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 ₹42.1516 NAV as of Mar 24,2026 and returns since inception of 32.04%. Minimum investments start at SIP ₹1000. The Aditya Birla Sun Life Medium Term Plan Growth AUM is ₹3,085 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 -0.35% returns, against a category average of -2.57% and a category best of 298.31%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.35-2.57298.31
6M4.060.24316.78
1Y9.154.32340.09
3Y9.7113.6539.54

Portfolio Analysis

  • Equity:
  • Debt: 95.45%
  • Others
As on: 2026-02-28
View allocation % by

1. Government of India (07/10/2034)8.05%
2. Government of India (08/04/2034)7.09%
3. 7.27% National Bank For Agriculture and Rural Development (23/02/2029)4.09%
4. 6.66% National Bank For Agriculture and Rural Development (12/10/2028)3.71%
5. 9.25% Hinduja Leyland Finance Limited (09/07/2031)3.53%
6. 9.75% Nuvama Wealth Finance Ltd (16/04/2027)3.13%
7. Government of India (06/10/2035)3.05%
8. 5.00% GMR Airport Ltd (13/02/2027)2.70%
9. Net Receivables / (Payables)2.63%
10. Clearing Corporation of India Limited2.63%
11. Jubilant Bevco Ltd (31/05/2028) (ZCB)2.62%
12. Jtpm Metal Traders Pvt Ltd (29/09/2028) (ZCB)2.61%
13. 9.50% Kogta Financial India Ltd (30/10/2027)2.34%
14. 6.94% Power Grid Corporation of India Limited (15/04/2035)2.23%
15. 8.00% Adani Power Limited (27/01/2028)2.20%
16. 10.96% Gaursons India Pvt Ltd (26/12/2028)2.20%
17. 9.25% Sk Finance Ltd (09/05/2027)2.12%
18. 8.40% Narayana Hrudayalaya Limited (15/02/2030)1.97%
19. 8.32% Hero Housing Finance Ltd (30/08/2027)1.96%
20. 9.40% Vedanta Limited (20/02/2027)1.96%
21. 8.75% JSW Energy Limited (20/03/2028)1.96%
22. 8.617188% Security and Intelligence Services (India) Limited (26/03/2028)1.87%
23. 5.00% GMR Airport Ltd (13/08/2028)1.71%
24. 6.74% Small Industries Development Bank of India (10/01/2029)1.61%
25. 6.64% Power Finance Corporation Limited (15/07/2030)1.60%
26. 7.12% Housing & Urban Development Corporation Limited (26/12/2034)1.60%
27. 8.85% Hinduja Housing Finance Ltd (01/02/2027)1.51%
28. 9.40% 360 ONE Prime Ltd (04/03/2027)1.48%
29. 9.40% IKF Finance Ltd (12/08/2027)1.46%
30. 6.59% Power Finance Corporation Limited (15/10/2030)1.27%
31. 6.671693% Adani Airport Holdings Ltd (08/09/2028)1.26%
32. Government of India (23/05/2036)1.21%
33. 6.84% NTPC Limited (09/05/2035)1.11%
34. 7.30% Bharti Telecom Limited (01/12/2027)0.97%
35. 8.05% JSW Energy Limited (10/11/2028)0.97%
36. 6.999119% IndInfravit Trust (31/03/2040)0.90%
37. 7.60% Power Finance Corporation Limited (25/08/2033)0.83%
38. 7.8989% Aditya Birla Housing Finance Limited (08/06/2027)0.82%
39. 7.43% National Bank for Financing Infrastructure and Dev (16/06/2033)0.82%
40. 9.5221% Avanse Financial Services Ltd (29/06/2026)0.81%
41. 8.73% Eris Lifesciences Limited (07/06/2027)0.79%
42. 8.73% Eris Lifesciences Limited (07/12/2026)0.79%
43. 9.35% Delhi International Airport Ltd (22/08/2030)0.67%
44. 8.20% Adani Power Limited (25/01/2029)0.65%
45. 6.78% Indian Railway Finance Corporation Limited (30/04/2030)0.58%
46. 9.31% Vedanta Limited (03/12/2027)0.49%
47. 6.85% National Bank For Agriculture and Rural Development (19/01/2029)0.49%
48. 8.34% Highways Infrastructure Trust (18/01/2027)0.41%
49. 9.25% Sk Finance Ltd (24/10/2027)0.33%
50. 7.35% REC Limited (31/07/2034)0.16%
51. State Government Securities (24/10/2028)0.01%

1. State Government Securities (04/02/2039)0.82%
2. State Government Securities (03/09/2035)0.49%
3. State Government Securities (26/02/2028)0.06%
4. State Government Securities (26/12/2028)0.04%
5. State Government Securities (18/02/2028)0.01%
6. 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%
3. Government of India (08/04/2026)0.00%

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 ₹3,085 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 NameRatingsAUMExpense Ratio
This FundAxis Strategic Bond Fund Growth42110.22 CR1.33
This FundKotak Medium Term Fund - Growth31976.93 CR1.63
This FundNippon India Medium Duration Fund Growth1141.15 CR1.11
This FundAditya Birla Sun Life Medium Term Plan Growth53085.17 CR1.56
Fund Name1Y3Y
This FundAxis Strategic Bond Fund Growth6.934625.108
This FundKotak Medium Term Fund - Growth7.147725.3324
This FundNippon India Medium Duration Fund Growth8.497726.9986
This FundAditya Birla Sun Life Medium Term Plan Growth9.145532.0379

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 : -0.35%
  • 6 Months : 4.06%
  • 1 Year : 9.15%
  • 3 Years : 9.71%
Returns of Aditya Birla Sun Life Medium Term Plan Growth are updated daily based on NAV of ₹ 42.1516 as on Mar 24,2026. Since inception, the return has been 32.04%.

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 ₹3,085 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