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Aditya Birla Sun Life Medium Term Plan Direct Growth
+10.49%
3Y annualised
+0.05% 1D
NAV: 09 Apr '26
₹46.45
Min. for SIP
₹1,000
Fund size (AUM)
₹3,078.17 Cr
Expense ratio
0.81%
Rating
1
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹62,533 | +4.22% | |
| 3 years | ₹1,80,000 | ₹2,10,968 | +17.20% | |
| 5 years | ₹3,00,000 | ₹4,02,673 | +34.22% | |
| 10 years | ₹6,00,000 | ₹10,20,104 | +70.02% |
Holdings (77)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 6.92% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 4.03% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 3.66% |
| Hinduja Leyland Finance Ltd. | Financial | Debenture | 3.50% |
| GOI | Sovereign | GOI Sec | 3.44% |
| Nuvama Wealth Finance Ltd. | Financial | Debenture | 3.11% |
| OXYZO Financial Services Ltd. | Financial | Debenture | 2.89% |
| GMR Airports Ltd. | Construction | Bonds | 2.69% |
| Jubilant Bevco Ltd. | Consumer Staples | Debenture | 2.61% |
| JTPM Metal Traders Ltd. | Metals & Mining | Debenture | 2.59% |
| Kogta Financial India Ltd. | Financial | Debenture | 2.32% |
| Adani Power Ltd. | Energy | Debenture | 2.19% |
| Gaursons India Pvt. Ltd. | Construction | Debenture | 2.19% |
| Power Grid Corporation Of India Ltd. | Energy | Bonds | 2.18% |
| Ess Kay Fincorp Ltd. | Financial | NCD | 2.11% |
| Telangana State | Financial | SDL | 2.03% |
| Vedanta Ltd. | Metals & Mining | Debenture | 1.95% |
| Hero Housing Finance Ltd. | Financial | Debenture | 1.95% |
| Narayana Hrudayalaya Ltd. | Healthcare | Debenture | 1.94% |
| JSW Energy Ltd. | Capital Goods | Debenture | 1.94% |
| SIS Ltd. | Services | Debenture | 1.86% |
| GMR Airports Ltd. | Construction | Bonds | 1.69% |
| GOI | Sovereign | GOI Sec | 1.60% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 1.59% |
| Power Finance Corporation Ltd. | Financial | Debenture | 1.57% |
| Housing & Urban Development Corporation Ltd. | Financial | Debenture | 1.56% |
| Hinduja Housing FInance Ltd. | Financial | NCD | 1.50% |
| 360 ONE Wealth Ltd. | Financial | NCD | 1.47% |
| IKF Finance Ltd. | Financial | Debenture | 1.45% |
| Power Finance Corporation Ltd. | Financial | Debenture | 1.25% |
| Adani Airport Holdings Ltd. | Services | Debenture | 1.21% |
| NTPC Ltd. | Energy | NCD | 1.08% |
| IRB InvIT Fund | Construction | InvITs | 1.03% |
| Bharti Telecom Ltd. | Communication | Debenture | 0.96% |
| JSW Energy Ltd. | Capital Goods | NCD | 0.95% |
| Interise Trust | Financial | FRB | 0.89% |
| Nexus Select Trust | Construction | REITs | 0.89% |
| IndiGrid Infrastructure Trust | Capital Goods | InvITs | 0.82% |
| Aditya Birla Housing Finance Ltd. | Financial | NCD | 0.81% |
| Avanse Financial Services Ltd. | Financial | Debenture | 0.81% |
| Power Finance Corporation Ltd. | Financial | FD | 0.81% |
| Vedanta Ltd. | Metals & Mining | Debenture | 0.81% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 0.80% |
| National Bank For Financing Infrastructure And Development | Financial | Debenture | 0.80% |
| Andhra Pradesh State | Financial | SDL | 0.80% |
| Eris Lifesciences Ltd. | Healthcare | Debenture | 0.78% |
| Eris Lifesciences Ltd. | Healthcare | Debenture | 0.78% |
| Indus Infra Trust | Construction | InvITs | 0.77% |
| Andhra Pradesh State | Financial | SDL | 0.76% |
| Delhi International Airport Ltd. | Services | NCD | 0.66% |
| Embassy Office Parks REIT | Construction | REITs | 0.66% |
| Uttar Pradesh State | Others | SDL | 0.65% |
| Adani Power Ltd. | Energy | Debenture | 0.65% |
| Rajasthan State | Others | SDL | 0.60% |
| Indian Railway Finance Corporation Ltd. | Financial | Bonds | 0.57% |
| Vedanta Ltd. | Metals & Mining | Debenture | 0.49% |
| Assam State | Others | SDL | 0.48% |
| Haryana State | Others | SDL | 0.48% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 0.48% |
| Karnataka State | Others | SDL | 0.42% |
| Vertis Infrastructure Trust | Construction | Debenture | 0.41% |
| GOI | Sovereign | GOI Sec | 0.33% |
| SK Finance Ltd. | Financial | NCD | 0.32% |
| Assam State | Others | SDL | 0.32% |
| Jharkhand State | Others | SDL | 0.31% |
| Raajmarg Infra Investment Trust | Construction | InvITs | 0.23% |
| REC Ltd. | Financial | Bonds | 0.16% |
| Tamilnadu State | Others | SDL | 0.14% |
| Rajasthan State | Others | SDL | 0.09% |
| Karnataka State | Others | SDL | 0.06% |
| Maharashtra State | Others | SDL | 0.04% |
| REC Ltd. | Financial | Debenture | 0.04% |
| GOI | Sovereign | GOI Sec | 0.01% |
| Maharashtra State | Others | SDL | 0.01% |
| Andhra Pradesh State | Financial | SDL | 0.01% |
| Uttar Pradesh State | Others | SDL | 0.01% |
| GOI | Sovereign | GOI Sec | 0.01% |
See All
Minimum investments
Min. for 1st investment
₹1,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹1,000
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +10.5% | +12.7% | +9.3% | +9.8% |
| Category average (Debt Medium Duration) | +7.6% | +6.6% | +7.0% | -- |
| Rank (Debt Medium Duration) | 1 | 1 | 1 | -- |
Exit load, stamp duty and tax
Exit load
For units in excess of 15% of the investment, exit load of 2% if redeemed within 1 year, 1% if redeemed after 1 year but within 2 years.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed as per your Income Tax slab.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Aditya Birla Sun Life Medium Term Plan Direct Growth | +9.46% | +10.49% | 3,078.17 | |
HDFC Medium Term Debt Fund Direct Growth | +6.32% | +7.87% | 3,696.97 | |
DSP Bond Direct Growth | +5.27% | +7.34% | 303.61 | |
Bandhan Medium Duration Fund Direct Growth | +5.32% | +7.17% | 1,328.86 | |
Invesco India Medium Duration Fund Direct Growth | +4.78% | +7.14% | 174.94 | |
| Compare | ||||
Fund management
SDCSunaina da CunhaApr 2017 - PresentView details
SDC
Sunaina da Cunha
Apr 2017 - Present
View details
MSMohit SharmaAug 2020 - PresentView details
MS
Mohit Sharma
Aug 2020 - Present
View details
About Aditya Birla Sun Life Medium Term Plan Direct Growth
Aditya Birla Sun Life Medium Term Plan Direct Growth is a Debt Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 23 Dec 1994. Sunaina da Cunha is the Current Fund Manager of Aditya Birla Sun Life Medium Term Plan Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹4,35,493 Cr and the Latest NAV as of 09 Apr 2026 is ₹46.45.
The Aditya Birla Sun Life Medium Term Plan Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to ₹1,000. Minimum Lumpsum Investment is ₹1,000. For units in excess of 15% of the investment, exit load of 2% if redeemed within 1 year, 1% if redeemed after 1 year but within 2 years.
;
Investment Objective
The Scheme seeks to generate regular income and capital appreciation by predominantly investing in a portfolio of debt securities with medium term maturity.
Fund benchmarkCRISIL Medium Duration Debt A-III Index
Fund house
Rank (total assets)#4 in India
Total AUM₹4,35,493.48 Cr
Date of Incorporation23 Dec 1994
Launch Date23 Dec 1994
AddressOne World Center, Tower 1, 17th Floor, Jupiter Mill CompoundSenapati Bapat Marg, Elphinstone Road Mumbai 400013
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Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,