Aditya Birla Sun Life Medium Term Plan Direct Growth

Debt
Medium Duration
Moderately High Risk
13.27%
3Y annualised
-0.03% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 01 Dec 2023₹35.87
Min. SIP amount₹1,000
Rating5
Fund size₹1,891.69Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Debt Medium Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns7.0%13.3%8.8%9.4%
Category average6.0%5.1%5.4%NA
Rank with in category611NA
Understand terms

Holdings (52)

NameSectorInstrumentAssets
SovereignGOI Sec24.6%
SovereignGOI Sec4.0%
LIC Housing Finance Ltd.
FinancialDebenture2.9%
FinancialDebenture2.6%
Metals & MiningDebenture2.6%
Belstar Microfinance Pvt Ltd.
FinancialDebenture2.6%
FinancialDebenture2.3%
ConstructionInvITs2.2%
ConstructionDebenture2.1%
FinancialDebenture2.1%
See All

Pros and cons

Category: Debt Medium Duration

Pros

Cons

Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y
Higher expense ratio: 0.85%
Higher alpha: 10.03 The fund has generated returns higher than benchmark - CRISIL Medium Duration Debt C-III Index - in the last 3Y

Expense ratio, exit load and tax

Expense ratio: 0.85%

Inclusive of GST

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

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹1,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹1,000

Fund management

Sunaina da Cunha
Apr 2017 - Present
View details

Mohit Sharma
Aug 2020 - Present
View details

Education
Mr. Sharma is B Tech (IIT - Madras) and PGDCM (IIM Calcutta).
Experience
Prior to joining Aditya Birla Sun Life AMC, he ran his own healthcare-tech business (June 2012 - May 2015). he has also worked as an Interest Rates Trader in Standard Chartered Bank (May 2007 - June 2011) and ICICI Bank Ltd (June 2006 - April 2007). He started his career in the Equity Research in Irevna Ltd (June 2005 - June 2006).
Also manages these schemes

Dhaval Joshi
Nov 2022 - Present
View details

Education
Mr. Joshi has done B.Com, M.Com. and MBA (Finance)
Experience
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..
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
One India Bulls Center - Tower 1,17th Floor - Jupiter Mills Compound,841 Senapati Bhawan, Elphinstone Road, Mumbai 400013
Phone
022-43568000 / 1800-270-7000 / 1800-22-7000
Launch Date
23 Dec 1994
Aditya Birla Sun Life Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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