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Mutual Funds

Aditya Birla Sun Life Medium Term Plan

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Aditya Birla Sun Life Medium Term Plan

Medium DurationRank #1
1/5

NAV (2026-07-14)

43.47

AUM

₹3,213.19 Cr

Exp. Ratio: 1.55%

RISK LEVEL

Moderately High

Returns & Performance

1 Year8.34%2.90% vs cat avgRank #1
3 Year9.83%2.55% vs cat avgRank #1
5 Year12.04%5.45% vs cat avgRank #1
Since Launch8.86%--

Fund vs Category Average

1Y
8.34%+2.90%
3Y
9.83%+2.55%
5Y
12.04%+5.45%

Pros & Cons

Pros

Outperforms category avg on 1Y returns
Strong 3Y track record vs category
Above category avg 5Y returns
No lock-in period
Top-5 ranked in category for 1Y (#1)
Overall top-10 rank in category (#1)

Cons

Higher expense ratio (1.55%)
ISININF209K01603
NAV₹43.47
NAV Date2026-07-14
AUM₹3,213.19 Cr
Expense Ratio1.55%
RiskModerately High
Rating1 / 5
Min SIP Amount₹1000
Max SIP Amount₹999999999
Min Additional Inv.₹1000
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1994-12-23

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.

Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsReturns are taxed as per your income tax slab.

Dhaval Joshi

Mr. Joshi has done B.Com, M.Com. and MBA (Finance)

Prior to joining Aditya Birla Sun Life Mutual Fund, he was associated with Sundaram Mutual Fund, Emkay Global Financial Services and Asit C Mehta Investment Intermediates Ltd..

Top Holdings

Holdings data not available for this scheme