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Aditya Birla Sun Life Medium Term Plan Growth
Debt
Medium Duration
Moderately High Risk
+10.02%
3Y annualised
-0.04% 1D
NAV: 20 Feb '26
₹42.26
Min. for SIP
Not Supported
Fund size
₹2,981.71 Cr
Expense ratio
1.56%
Holdings (62)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 9.42% |
| GOI | Sovereign | GOI Sec | 7.61% |
| GOI | Sovereign | GOI Sec | 6.37% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 3.80% |
| Hinduja Leyland Finance Ltd. | Financial | Debenture | 3.62% |
| Nuvama Wealth Finance Ltd. | Financial | Debenture | 3.22% |
| GMR Airports Ltd. | Construction | Bonds | 2.74% |
| Jubilant Bevco Ltd. | Consumer Staples | Debenture | 2.67% |
| JTPM Metal Traders Ltd. | Metals & Mining | Debenture | 2.65% |
| Kogta Financial India Ltd. | Financial | Debenture | 2.40% |
| Power Grid Corporation Of India Ltd. | Energy | Bonds | 2.28% |
| Adani Power Ltd. | Energy | Debenture | 2.27% |
| Gaursons India Pvt. Ltd. | Construction | Debenture | 2.26% |
| Ess Kay Fincorp Ltd. | Financial | NCD | 2.17% |
| GOI | Sovereign | GOI Sec | 2.15% |
| Narayana Hrudayalaya Ltd. | Healthcare | Debenture | 2.02% |
| Vedanta Ltd. | Metals & Mining | Debenture | 2.02% |
| JSW Energy Ltd. | Capital Goods | Debenture | 2.02% |
| Hero Housing Finance Ltd. | Financial | Debenture | 2.01% |
| SIS Ltd. | Services | Debenture | 1.93% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 1.65% |
| Housing & Urban Development Corporation Ltd. | Financial | Debenture | 1.65% |
| Power Finance Corporation Ltd. | Financial | Debenture | 1.63% |
| Hinduja Housing FInance Ltd. | Financial | NCD | 1.55% |
| 360 ONE Wealth Ltd. | Financial | NCD | 1.52% |
| IKF Finance Ltd. | Financial | Debenture | 1.50% |
| Power Finance Corporation Ltd. | Financial | Debenture | 1.30% |
| Adani Airport Holdings Ltd. | Services | Debenture | 1.30% |
| GOI | Sovereign | GOI Sec | 1.23% |
| NTPC Ltd. | Energy | NCD | 1.13% |
| IRB InvIT Fund | Construction | InvITs | 1.09% |
| Bharti Telecom Ltd. | Communication | Debenture | 1.00% |
| JSW Energy Ltd. | Capital Goods | NCD | 0.99% |
| Nexus Select Trust | Construction | REITs | 0.94% |
| Interise Trust | Financial | FRB | 0.93% |
| Power Finance Corporation Ltd. | Financial | FD | 0.85% |
| Aditya Birla Housing Finance Ltd. | Financial | NCD | 0.84% |
| National Bank For Financing Infrastructure And Development | Financial | Debenture | 0.84% |
| Avanse Financial Services Ltd. | Financial | Debenture | 0.84% |
| Eris Lifesciences Ltd. | Healthcare | Debenture | 0.81% |
| Eris Lifesciences Ltd. | Healthcare | Debenture | 0.81% |
| Indus Infra Trust | Construction | InvITs | 0.78% |
| Embassy Office Parks REIT | Construction | REITs | 0.70% |
| Delhi International Airport Ltd. | Services | NCD | 0.68% |
| Adani Power Ltd. | Energy | Debenture | 0.67% |
| Indian Railway Finance Corporation Ltd. | Financial | Bonds | 0.59% |
| Assam State | Others | SDL | 0.51% |
| Vedanta Ltd. | Metals & Mining | Debenture | 0.50% |
| IndiGrid Infrastructure Trust | Capital Goods | InvITs | 0.49% |
| PCBL Chemical Ltd. | Chemicals | Debenture | 0.47% |
| Vertis Infrastructure Trust | Construction | Debenture | 0.42% |
| SK Finance Ltd. | Financial | NCD | 0.33% |
| REC Ltd. | Financial | Bonds | 0.17% |
| 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% |
| GOI | Sovereign | GOI Sec | 0.01% |
| Uttar Pradesh State | Others | SDL | 0.01% |
| GOI | Sovereign | GOI Sec | 0.00% |
See All
Minimum investments
Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +10.0% | +12.1% | +8.8% | +8.9% |
| 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) | |
|---|---|---|---|---|
SBI Medium Duration Fund Growth | +7.19% | +7.59% | 6,830.29 | |
HDFC Medium Term Debt Fund Growth | +7.39% | +7.49% | 3,861.91 | |
DSP Bond Retail Growth | +7.15% | +7.47% | 308.94 | |
Bandhan Medium Duration Fund Growth | +6.07% | +6.85% | 1,375.47 | |
Invesco India Medium Duration Fund Growth | +6.15% | +6.84% | 172.67 | |
| 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 Growth
Aditya Birla Sun Life Medium Term Plan 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 Growth fund. The fund currently has an Asset Under Management(AUM) of ₹4,39,074 Cr and the Latest NAV as of 20 Feb 2026 is ₹42.26.
The Aditya Birla Sun Life Medium Term Plan Growth is rated Moderately High risk. Minimum SIP Investment is set to ₹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₹4,39,074.17 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
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,