A Oneindia Venture
Get Updates
Get notified about market trends, financial advice, and investment tips!
Click it and Unblock the Notifications
Aditya Birla Sun Life Medium Term Plan
Regular
Direct
3 Year Absolute Returns
31.74% ↑
NAV (₹) on 27 Mar 2026
42.10
1 Day NAV Change
-0.15%
Risk Level
Moderately High Risk
Rating
Aditya Birla Sun Life Medium Term Plan is a Debt mutual fund categorized under Income, offered by Aditya Birla Sun Life AMC Limited. Launched on 23 Mar 2009, investors can start with a minimum SIP of ... Read more
NAV History
Fund Details
Min. SIP Amount
₹1,000
Inception Date
23 Mar 2009
Min. Lumpsum Amount
₹ 500
Fund Age
17 Yrs
AUM
₹ 3,085.17 Cr.
Benchmark
CRISIL Medium Duration Debt A-III Index
Expense Ratio
1.56%
Scheme Type
Open Ended
Exit Load
2%
Returns Calculator
Investment amount per month
₹1,000
Over the past
Would have become
On total investment of
*Calculation based on past performance of this fund.
Asset Allocation
AUM
₹ 3,085.17 Cr
Debt
361.55%
Money Market & Cash
8.93%
Other Assets & Liabilities
29.57%
Sector Holdings
| Sectors | Weightage |
|---|---|
| Debt | 67.22% |
| Government Securities | 17.40% |
| Zero Coupon Bonds | 5.19% |
| Net Receivables/(Payables) | 3.58% |
| Investment Trust | 2.78% |
| Real Estate Investment Trusts (REIT) | 1.57% |
| Finance & Investments | 1.43% |
| Treps/Reverse Repo | 0.52% |
| Others | 0.26% |
| Finance - Term Lending Institutions | 0.04% |
| Others - Not Mentioned | 0.02% |
Stock Holdings
| Name | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|
| Government of India (06/10/2035) | 7.51% | ₹ 231.82 | Others |
| Government of India (08/04/2034) | 7.05% | ₹ 217.55 | Others |
| 7.27% National Bank For Agriculture and Rural Development (23/02/2029) | 4.05% | ₹ 125.02 | Others |
| 6.66% National Bank For Agriculture and Rural Development (12/10/2028) | 3.67% | ₹ 113.26 | Others |
| Net Receivables / (Payables) | 3.58% | ₹ 110.36 | Others |
| 9.25% Hinduja Leyland Finance Limited (09/07/2031) | 3.52% | ₹ 108.50 | Others |
| 9.75% Nuvama Wealth Finance Ltd (16/04/2027) | 3.11% | ₹ 95.80 | Others |
| 9.90% Oxyzo Financial Services Pvt Ltd (13/03/2029) | 2.89% | ₹ 89.10 | Others |
| 5.00% GMR Airport Ltd (13/02/2027) | 2.68% | ₹ 82.75 | Others |
| Jubilant Bevco Ltd (31/05/2028) (ZCB) | 2.60% | ₹ 80.31 | Others |
| Jtpm Metal Traders Pvt Ltd (29/09/2028) (ZCB) | 2.59% | ₹ 79.82 | Others |
| 9.50% Kogta Financial India Ltd (30/10/2027) | 2.32% | ₹ 71.64 | Others |
| 6.94% Power Grid Corporation of India Limited (15/04/2035) | 2.21% | ₹ 68.19 | Others |
| 8.00% Adani Power Limited (27/01/2028) | 2.19% | ₹ 67.62 | Others |
| 10.96% Gaursons India Pvt Ltd (26/12/2028) | 2.18% | ₹ 67.40 | Others |
| 9.25% Sk Finance Ltd (09/05/2027) | 2.10% | ₹ 64.93 | Others |
| 8.40% Narayana Hrudayalaya Limited (15/02/2030) | 1.95% | ₹ 60.18 | Others |
| 9.40% Vedanta Limited (20/02/2027) | 1.95% | ₹ 60.09 | Others |
| 8.75% JSW Energy Limited (20/03/2028) | 1.95% | ₹ 60.06 | Others |
| 8.32% Hero Housing Finance Ltd (30/08/2027) | 1.94% | ₹ 59.91 | Others |
| 8.617188% Security and Intelligence Services (India) Limited (26/03/2028) | 1.86% | ₹ 57.40 | Others |
| 5.00% GMR Airport Ltd (13/08/2028) | 1.70% | ₹ 52.30 | Others |
| Government of India (07/10/2034) | 1.63% | ₹ 50.29 | Others |
| 6.74% Small Industries Development Bank of India (10/01/2029) | 1.60% | ₹ 49.23 | Others |
| 7.12% Housing & Urban Development Corporation Limited (26/12/2034) | 1.59% | ₹ 48.91 | Others |
| 6.64% Power Finance Corporation Limited (15/07/2030) | 1.58% | ₹ 48.78 | Others |
| 8.85% Hinduja Housing Finance Ltd (01/02/2027) | 1.50% | ₹ 46.13 | Others |
| 9.40% 360 ONE Prime Ltd (04/03/2027) | 1.47% | ₹ 45.29 | Others |
| 9.40% IKF Finance Ltd (12/08/2027) | 1.45% | ₹ 44.80 | Others |
| 6.59% Power Finance Corporation Limited (15/10/2030) | 1.26% | ₹ 38.90 | Others |
| 6.487965% Adani Airport Holdings Ltd (08/09/2028) | 1.21% | ₹ 37.40 | Others |
| Government of India (23/05/2036) | 1.20% | ₹ 37.01 | Others |
| 6.84% NTPC Limited (09/05/2035) | 1.10% | ₹ 33.84 | Others |
| IRB InvIT Fund | 1.02% | ₹ 31.42 | Investment Trust |
| 7.30% Bharti Telecom Limited (01/12/2027) | 0.96% | ₹ 29.77 | Others |
| 8.05% JSW Energy Limited (10/11/2028) | 0.96% | ₹ 29.54 | Others |
| NEXUS SELECT TRUST | 0.91% | ₹ 28.10 | Real Estate Investment Trusts (REIT) |
| 6.999119% IndInfravit Trust (31/03/2040) | 0.90% | ₹ 27.66 | Others |
| State Government Securities (04/02/2039) | 0.82% | ₹ 25.23 | Finance & Investments |
| 7.60% Power Finance Corporation Limited (25/08/2033) | 0.82% | ₹ 25.22 | Others |
| 9.5221% Avanse Financial Services Ltd (29/06/2026) | 0.81% | ₹ 24.97 | Others |
| India Grid Trust | 0.81% | ₹ 25.06 | Investment Trust |
| 7.43% National Bank for Financing Infrastructure and Dev (16/06/2033) | 0.81% | ₹ 25 | Others |
| 8.95% Vedanta Limited (16/03/2029) | 0.81% | ₹ 25 | Others |
| 7.8989% Aditya Birla Housing Finance Limited (08/06/2027) | 0.81% | ₹ 25.08 | Others |
| 8.73% Eris Lifesciences Limited (07/06/2027) | 0.78% | ₹ 24.13 | Others |
| 8.73% Eris Lifesciences Limited (07/12/2026) | 0.78% | ₹ 24.09 | Others |
| INDUS INFRA TRUST | 0.76% | ₹ 23.33 | Investment Trust |
| 9.35% Delhi International Airport Ltd (22/08/2030) | 0.67% | ₹ 20.56 | Others |
| EMBASSY OFFICE PARKS REIT | 0.66% | ₹ 20.49 | Real Estate Investment Trusts (REIT) |
| 8.20% Adani Power Limited (25/01/2029) | 0.65% | ₹ 19.95 | Others |
| 6.78% Indian Railway Finance Corporation Limited (30/04/2030) | 0.57% | ₹ 17.70 | Others |
| Clearing Corporation of India Limited | 0.52% | ₹ 15.91 | Others |
| State Government Securities (03/09/2035) | 0.49% | ₹ 15.18 | Finance & Investments |
| 9.31% Vedanta Limited (03/12/2027) | 0.49% | ₹ 15.04 | Others |
| 6.85% National Bank For Agriculture and Rural Development (19/01/2029) | 0.48% | ₹ 14.84 | Others |
| 8.34% Highways Infrastructure Trust (18/01/2027) | 0.41% | ₹ 12.57 | Others |
| 9.25% Sk Finance Ltd (24/10/2027) | 0.32% | ₹ 9.99 | Others |
| SBI - Corporate Debt Market Development Fund - A2 Units | 0.26% | ₹ 8.13 | Others |
| Raajmarg Infra Investment Trust | 0.19% | ₹ 6 | Investment Trust |
| 7.35% REC Limited (31/07/2034) | 0.16% | ₹ 5.02 | Others |
| State Government Securities (26/02/2028) | 0.06% | ₹ 1.77 | Finance & Investments |
| 8.37% REC Limited (07/12/2028) | 0.04% | ₹ 1.13 | Finance - Term Lending Institutions |
| State Government Securities (26/12/2028) | 0.04% | ₹ 1.15 | Finance & Investments |
| State Government Securities (24/10/2028) | 0.01% | ₹ 0.21 | Others |
| Government of India (14/01/2029) | 0.01% | ₹ 0.21 | Others - Not Mentioned |
| State Government Securities (06/05/2027) | 0.01% | ₹ 0.25 | Finance & Investments |
| State Government Securities (18/02/2028) | 0.01% | ₹ 0.31 | Finance & Investments |
| Government of India (08/01/2028) | 0.01% | ₹ 0.44 | Others - Not Mentioned |
Returns
| Annualised returns | ||||
|---|---|---|---|---|
| 9M | 1Y | 2Y | 3Y | |
| Fund returns | 5.41% | 8.66% | 10.81% | 9.62% |
| Category returns | 2.44% | 4.84% | 12.96% | 20.75% |
Fund Objective
The primary investment objective of the Scheme is to generate regular income through investments in debt & money market instruments in order to make regular dividend payments to unitholders & ... Read more
AMC Details
Name
Aditya Birla Sun Life AMC Limited
Date of Incorporation
23 Dec 1994
CEO
Mr. A Balasubramanian
CIO
Type
Pvt.Sector-Joint Venture (Indian)
Address
One World Center, Tower 1, 17th Floor,
Jupiter Mills,
Senapati Bapat Marg,
Elphinstone Road, Mumbai, Maharashtra, India - 400013
Website
https://mutualfund.adityabirlacapital.com
Email
Top Funds from Debt - Medium Duration
|
Scheme Name
|
NAV
|
Returns
1Y
3Y
5Y
|
AUM (Cr)
|
Expense Ratio
|
Risk Meter
|
||
|---|---|---|---|---|---|---|---|
|
Kotak Medium Term Fund - Direct Plan
Income
Direct
|
₹26.49 | 7.94% | 28.81% | 43.63% | ₹1,977 | 0.67% |
Moderately High
|
|
Kotak Medium Term Fund - Direct Plan
Income
Direct
|
₹26.49 | 7.94% | 28.81% | 43.63% | ₹1,977 | 0.67% |
Moderately High
|
|
Kotak Medium Term Fund - Direct Plan
Income
Direct
|
₹26.49 | 7.93% | 28.81% | 43.62% | ₹1,977 | 0.67% |
Moderately High
|
|
Nippon India Medium Duration Fund - Direct Plan
Income
Direct
|
₹17.75 | 8.51% | 28.69% | 57.02% | ₹141 | 0.52% |
Moderately High
|
|
Nippon India Medium Duration Fund - Direct Plan
Income
Direct
|
₹14.97 | 8.51% | 28.69% | 57.02% | ₹141 | 0.52% |
Moderately High
|
|
Nippon India Medium Duration Fund - Direct Plan
Income
Direct
|
₹14.97 | 8.51% | 28.69% | 57.02% | ₹141 | 0.52% |
Moderately High
|
|
Nippon India Medium Duration Fund - Direct Plan
Income
Direct
|
₹17.75 | 8.51% | 28.68% | 57.03% | ₹141 | 0.52% |
Moderately High
|
|
Axis Strategic Bond Fund - Direct Plan
Income
Direct
|
₹32.11 | 7.15% | 27.30% | 42.63% | ₹2,110 | 0.72% |
Moderately High
|
|
DSP Bond Fund - Direct Plan
Income LT
Direct
|
₹11.19 | -1.44% | 0.03% | 0.82% | ₹309 | 0.40% |
Moderate
|
|
DSP Bond Fund - Direct Plan
Income LT
Direct
|
₹11.19 | -1.44% | 0.03% | 0.82% | ₹309 | 0.40% |
Moderate
|
Top Funds from Aditya Birla Sun Life AMC Limited
|
Scheme Name
|
NAV
|
Returns
1Y
3Y
5Y
|
AUM (Cr)
|
Expense Ratio
|
Risk Meter
|
||
|---|---|---|---|---|---|---|---|
|
Aditya Birla Sun Life Low Duration Fund
Liquid
Regular
|
₹100.85 | 0.12% | 0.30% | -0.22% | ₹12,079 | 1.24% |
Low to Moderate
|
|
Aditya Birla Sun Life Low Duration Fund
Liquid
Regular
|
₹100.85 | 0.12% | 0.30% | -0.22% | ₹12,079 | 1.24% |
Low to Moderate
|
|
Aditya Birla Sun Life Flexi Cap Fund - Direct Plan
Diversified
Direct
|
₹207.51 | -2.81% | 32.75% | 38.04% | ₹25,207 | 0.85% |
Very High
|
|
Aditya Birla Sun Life Flexi Cap Fund - Direct Plan
Diversified
Direct
|
₹207.51 | -2.81% | 32.75% | 38.04% | ₹25,207 | 0.85% |
Very High
|
|
Aditya Birla Sun Life Low Duration Fund - Direct Plan
Liquid
Direct
|
₹100.29 | -0.26% | 0.29% | -0.32% | ₹12,079 | 0.42% |
Low to Moderate
|
|
Aditya Birla Sun Life BSE Sensex ETF
ETF
Regular
|
₹73.69 | -4.11% | 32.14% | 58.75% | ₹284 | 0.04% |
Very High
|
|
Aditya Birla Sun Life Equity Savings Fund
Hybrid
Regular
|
₹22.47 | 6.24% | 32.10% | 40.53% | ₹1,076 | 1.02% |
Moderate
|
|
Aditya Birla Sun Life Regular Savings Fund - Direct Plan
Hybrid
Direct
|
₹75.63 | 5.45% | 31.95% | 53.17% | ₹1,484 | 0.93% |
Moderately High
|
|
Aditya Birla Sun Life Regular Savings Fund - Direct Plan
Hybrid
Direct
|
₹75.63 | 5.45% | 31.95% | 53.17% | ₹1,484 | 0.93% |
Moderately High
|
|
Aditya Birla Sun Life Small Cap Fund
Diversified
Regular
|
₹32.20 | -3.35% | 31.46% | 34.81% | ₹4,882 | 1.90% |
Very High
|
FAQs
What is the current NAV of Aditya Birla Sun Life Medium Term Plan Regular Growth?
The current Net Asset Value (NAV) of Aditya Birla Sun Life Medium Term Plan Regular Growth is ₹42.10 as of 27 Mar 2026. NAV represents the per-unit market value of the fund and is updated daily based on the closing prices of the underlying securities.
What is the fund size (AUM) of Aditya Birla Sun Life Medium Term Plan Regular Growth?
The Assets Under Management (AUM) of Aditya Birla Sun Life Medium Term Plan Regular Growth is ₹3,085.17 Crores. AUM indicates the total market value of assets managed by the fund and reflects investor confidence and fund popularity.
What are the historical returns of Aditya Birla Sun Life Medium Term Plan Regular Growth?
Aditya Birla Sun Life Medium Term Plan Regular Growth has delivered returns of 8.66% (1 Year), 9.62% (3 Year), 11.80% (5 Year). Past performance does not guarantee future results, and investors should consider their risk appetite before investing.
What is the risk level of Aditya Birla Sun Life Medium Term Plan Regular Growth?
Aditya Birla Sun Life Medium Term Plan Regular Growth has a risk rating of 'Moderately High' as per the SEBI Riskometer. This indicates the fund is suitable for investors willing to accept higher volatility for potentially better returns. Investors should align their investment choices with their personal risk tolerance and financial goals.
What is the minimum investment amount for Aditya Birla Sun Life Medium Term Plan Regular Growth?
The minimum lumpsum investment required for Aditya Birla Sun Life Medium Term Plan Regular Growth is ₹500. The fund also offers SIP (Systematic Investment Plan) option starting from as low as ₹1,000, making it accessible for regular investments. This allows investors to start their mutual fund journey with a manageable amount.
Disclaimer: This is 3rd Party content/feed, viewers are requested to use their discretion and conduct proper diligence before investing, GoodReturns does not take any liability on the genuineness and correctness of the information in this article
-
ఫిక్స్డ్ డిపాజిట్ (Fixed deposit) .. మ్యూచువల్ ఫండ్స్.. 10 ఏళ్లలో మీ డబ్బు ఎక్కడ డబుల్ అవుతుంది? -
Ugadi 2026: ఉగాది రోజున ఈ ఒక్క పని చేస్తే మీ దరిద్రం పోయి ఐశ్వర్యం వస్తుంది! -
Defence Stocks: రక్షణ రంగంలో పెట్టుబడులు పెడితే లాభమేనా? డిఫెన్స్ ఫండ్లపై నిపుణులు ఏమంటున్నారు? -
1 Crore: 10 ఏళ్లలో రూ. 1 కోటి..! రిస్క్ లేకుండా కోటీశ్వరులు అయ్యే ప్లాన్ ఇదే! -
SIP investment: రీల్స్ చూసి ఇన్వెస్ట్ చేస్తున్నారా? ఈ పొరపాట్లు చేస్తే మీ డబ్బులు గల్లంతే! -
EMI ట్రాప్లో పడకుండా ఐఫోన్ కొనడం ఎలా? నిపుణుల బెస్ట్ టిప్స్! -
డబ్బు కావలిసినంత ఉన్నా పర్సనల్ లోన్ల వైపు పరిగెత్తుతున్న ధనవంతులు.. కారణం ఏంటంటే.. -
Gold Silver: బంగారం, వెండి కలిపి కొనొచ్చు! ఈ సరికొత్త మ్యూచువల్ ఫండ్ ప్లాన్ మీ కోసమే! -
Mutual funds: మార్కెట్ ఒడిదుడుకులకు భయపడుతున్నారా? రాధికా గుప్తా చెప్పిన ఈ సింపుల్ ట్రిక్ పాటించండి! -
Mutual funds: రిటర్న్స్ కాదు, ఆదాయం గురించి ఆలోచించండి! అసలు మీ పోర్ట్ఫోలియో ఎలా ఉండాలంటే..
Top Mutual Fund House in India
Notifications
Settings
Clear Notifications
Notifications
Use the toggle to switch on notifications
-
Block for 8 hours
-
Block for 12 hours
-
Block for 24 hours
-
Don't block
Stay Informed.
Get news and videos anytime and anywhere.
Sign in with Google By signing in, you agree to our Terms and Privacy Policy
Gender
Select your Gender
- Male
- Female
- Others
Age
Select your Age Range
- Under 18
- 18 to 25
- 26 to 35
- 36 to 45
- 45 to 55
- 55+