Aditya Birla Sun Life Medium Term Plan - Growth
Fixed Income | Medium Duration Fund
3Y Returns
12.24%
Min SIP
₹1000
Min Lumpsum
₹1000
Expense Ratio
1.58%
Fund Size
₹1897 Cr
Inception Date
25-Mar-09
Fund Manager
Sunaina da Cunha
Exit Load
Nil upto 15% of units, For remaining units 2% on or before 1Y, 1 % after 1Y but on or before 2Y, Nil after 2Y.
Interest Rate Sensitivity
Net Yield to Maturity
Fund Size
1Y Returns
Portfolio Credit Quality
Bad Credit Event
Overall Fund Zi Tag
Asset Allocation
Equity
0.00%
Debt & Others
100.00%
Market Cap Allocation
Large Cap
0.00%
Mid Cap
0.00%
Small Cap
0.00%
Other Cap
100.00%
Investment Objective
The Investment Objective Of The Scheme Is To Generate Regular Income And Capital Appreciation Bypredominantly Investing In A Portfolio Of Debt Securities With Medium Term Maturity.
Fund House Detail
AMC Name
Aditya Birla Sun Life AMC Limited
Scheme Document
https://mutualfund.adityabirlacapital.com/resources/formsAddress
One India Bulls Centre , Tower 1, 17th Floor, Jupiter Mill Compound841, Senapati Bapat Marg, Elphinstone RoadMumbai - 400 013
Aditya Birla Sun Life Medium Term Plan - Growth-Direct Plan
1Y
7.02%
3Y
13.02%
5Y
9.29%
Nippon India Strategic Debt Fund- Direct Growth Plan
1Y
6.55%
3Y
9.75%
5Y
-0.43%
Axis Strategic Bond Fund - Direct Plan - Growth
1Y
7.67%
3Y
6.56%
5Y
7.45%
Kotak Medium Term Fund - Direct Plan - Growth
1Y
8.11%
3Y
6.53%
5Y
7.03%
Icici Prudential Medium Term Bond Fund - Direct Plan - Growth
1Y
7.24%
3Y
6.45%
5Y
7.92%
Uti Medium Term Fund-Direct Growth Plan-Growth
1Y
6.65%
3Y
6.29%
5Y
4.88%
Hdfc Medium Term Debt Fund - Direct Plan Growth Option
1Y
7.27%
3Y
6.06%
5Y
7.47%
Sbi Magnum Medium Duration Fund Direct Growth
1Y
7.2%
3Y
5.96%
5Y
7.97%
Edelweiss Nifty Psu Bond Plus Sdl Apr 2026 50:50 Index Fund - Direct Plan - Growth
1Y
6.84%
3Y
5.35%
5Y
NA
Dsp Bond Fund - Direct Plan - Growth
1Y
6.96%
3Y
5.33%
5Y
5.52%
Bharat Bond Fof - April 2025 - Direct Plan - Growth
1Y
7.05%
3Y
5.3%
5Y
NA
Bandhan Bond Fund - Medium Term Plan - Direct Plan - Growth
1Y
6.19%
3Y
4.86%
5Y
6.59%
Union Medium Duration Fund - Direct Plan - Growth
1Y
6.12%
3Y
4.73%
5Y
NA
Sundaram Medium Term Bond Fund Direct Growth
1Y
5.35%
3Y
4.08%
5Y
5.21%
Bharat Bond Fof - April 2023 - Direct Plan - Growth
1Y
NA
3Y
3.23%
5Y
NA
Hsbc Medium Duration Fund Direct Growth
1Y
NA
3Y
2.36%
5Y
5.04%
Icici Prudential Nifty Psu Bond Plus Sdl Sep 2027 40:60 Index Fund Direct Plan Growth
1Y
6.67%
3Y
NA
5Y
NA
Kotak Nifty Sdl Jul 2026 Index Fund -Direct Plan-Growth
1Y
6.77%
3Y
NA
5Y
NA
Aditya Birla Sun Life Crisil Ibx 60:40 Sdl Aaa Psu Apr 2026 Index Fund-Direct Growth
1Y
6.76%
3Y
NA
5Y
NA
Aditya Birla Sun Life Nifty Sdl Sep 2025 Index Fund - Direct Plan-Growth
1Y
6.8%
3Y
NA
5Y
NA
Aditya Birla Sun Life Nifty Sdl Plus Psu Bond Sep 2026 60:40 Index Fund-Direct Plan-Growth
1Y
6.82%
3Y
NA
5Y
NA
Aditya Birla Sun Life Nifty Sdl Apr 2027 Index Fund Direct Growth
1Y
6.77%
3Y
NA
5Y
NA
Edelweiss Crisil Psu Plus Sdl50:50 Oct 2025 Index Fund - Direct Plan - Growth
1Y
6.89%
3Y
NA
5Y
NA
Axis Aaa Bond Plus Sdl Etf - 2026 Maturity Fund Of Fund Direct Growth
1Y
6.82%
3Y
NA
5Y
NA
Axis Cpse Plus Sdl 2025 70:30 Debt Index Fund Direct Growth
1Y
7.02%
3Y
NA
5Y
NA
Aditya Birla Sun Life Crisil Ibx 60:40 Sdl Aaa Psu - Apr 2025 Index Fund-Direct Growth
1Y
7.03%
3Y
NA
5Y
NA
Kotak Nifty Sdl Jul 2028 Index Fund -Direct Plan-Growth
1Y
3.59%
3Y
NA
5Y
NA
Mirae Asset Nifty Sdl Jun 2027 Index Fund Direct Plan - Growth
1Y
6.86%
3Y
NA
5Y
NA
Aditya Birla Sun Life Nifty Sdl Sep 2027 Index Fund- Direct Plan Growth
1Y
6.76%
3Y
NA
5Y
NA
Icici Prudential Nifty Sdl Sep 2027 Index Fund - Direct Plan - Growth
1Y
6.85%
3Y
NA
5Y
NA
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