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Aditya Birla Sun Life Medium Term Plan Regular Growth
DebtMedium DurationModerately High risk
Regular
NAV (30-Oct-25)
₹40.88-0.06%1D
Returns (Since Inception)
8.85%
Rated ★4.3+ on 
Fund Overview
Fund Size
₹2,734 Cr
Expense Ratio
1.57%
ISIN
INF209K01603
Minimum SIP
₹1,000
Exit Load
2.00%
Inception Date
25 Mar 2009
About this fund
Aditya Birla Sun Life Medium Term Plan Regular Growth is a Medium Duration mutual fund schemes offered by Aditya Birla SL Mutual Fund. This fund has been in existence for 16 years, 7 months and 6 days, having been launched on 25-Mar-09.
As of 30-Oct-25, it has a Net Asset Value (NAV) of ₹40.88, Assets Under Management (AUM) of 2734.09 Crores, and an expense ratio of 1.57%.
As of 30-Oct-25, it has a Net Asset Value (NAV) of ₹40.88, Assets Under Management (AUM) of 2734.09 Crores, and an expense ratio of 1.57%.
- Aditya Birla Sun Life Medium Term Plan Regular Growth has given a CAGR return of 8.85% since inception.
- The fund's asset allocation comprises around 4.34% in equities, 90.31% in debts, and 5.09% in cash & cash equivalents.
- You can start investing in Aditya Birla Sun Life Medium Term Plan Regular Growth with a SIP of ₹1000 or a Lumpsum investment of ₹1000.
Performance against Category Average
In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
1 Year
+11.11%
+8.03% (Cat Avg.)
3 Years
+9.61%
+7.93% (Cat Avg.)
5 Years
+12.52%
+6.95% (Cat Avg.)
10 Years
+8.53%
+6.34% (Cat Avg.)
Since Inception
+8.85%
— (Cat Avg.)
Portfolio Summaryas of 15th October 2025
| Equity | ₹118.64 Cr | 4.34% |
| Debt | ₹2,469.23 Cr | 90.31% |
| Others | ₹146.23 Cr | 5.35% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type  | Amount | Holdings |
|---|---|---|---|
| 6.79% Govt Stock 2034 | Bond - Gov't/Treasury | ₹294.99 Cr | 10.63% |
| 7.1% Govt Stock 2034 | Bond - Gov't/Treasury | ₹204.14 Cr | 7.36% |
| 7.18% Govt Stock 2033 | Bond - Gov't/Treasury | ₹192.67 Cr | 6.94% |
| Nuvama Wealth Finance Limited | Bond - Corporate Bond | ₹95.95 Cr | 3.46% |
| GMR Airports Limited | Bond - Corporate Bond | ₹80.66 Cr | 2.91% |
| Jubilant Bevco Limited | Bond - Corporate Bond | ₹78.05 Cr | 2.81% |
| Jtpm Metal TRaders Limited | Bond - Corporate Bond | ₹77.75 Cr | 2.80% |
| Indian Railway Finance Corporation Limited | Bond - Corporate Bond | ₹75.58 Cr | 2.72% |
| National Bank For Financing Infrastructure And Development | Bond - Corporate Bond | ₹71.17 Cr | 2.56% |
| Power Grid Corporation Of India Limited | Bond - Corporate Bond | ₹69.82 Cr | 2.52% |
| 360 One Prime Limited | Bond - Corporate Bond | ₹65.57 Cr | 2.36% |
| SK Finance Limited | Bond - Corporate Bond | ₹65.2 Cr | 2.35% |
| Narayana Hrudayalaya Limited | Bond - Corporate Bond | ₹60.92 Cr | 2.20% |
| JSW Energy Limited | Bond - Corporate Bond | ₹60.6 Cr | 2.18% |
| Vedanta Limited | Bond - Corporate Bond | ₹60.31 Cr | 2.17% |
| Hero Housing Finance Limited | Bond - Corporate Bond | ₹60.18 Cr | 2.17% |
| Net Receivables / (Payables) | Cash | ₹59.71 Cr | 2.15% |
| Sis Limited | Bond - Corporate Bond | ₹57.83 Cr | 2.08% |
| JSW Steel Limited | Bond - Corporate Bond | ₹50.11 Cr | 1.81% |
| Housing And Urban Development Corporation Limited | Bond - Corporate Bond | ₹50.05 Cr | 1.80% |
| Power Finance Corporation Limited | Bond - Corporate Bond | ₹49.68 Cr | 1.79% |
| Hinduja Housing Finance Limited | Bond - Corporate Bond | ₹46.46 Cr | 1.67% |
| IKF Finance Limited | Bond - Corporate Bond | ₹44.8 Cr | 1.61% |
| Adani Airport Holdings Limited | Bond - Corporate Bond | ₹42.22 Cr | 1.52% |
| Clearing Corporation Of India Limited | Cash - Repurchase Agreement | ₹41.37 Cr | 1.49% |
| LIC Housing Finance Ltd | Bond - Corporate Bond | ₹41.05 Cr | 1.48% |
| JM Financial Products Limited | Bond - Corporate Bond | ₹40.06 Cr | 1.44% |
| Power Finance Corporation Limited | Bond - Corporate Bond | ₹39.66 Cr | 1.43% |
| Ntpc Limited | Bond - Corporate Bond | ₹34.8 Cr | 1.25% |
| 6.68% Govt Stock 2040 | Bond - Gov't/Treasury | ₹34.7 Cr | 1.25% |
| IRB InvIT Fund Units 2017-Series IV | Equity | ₹32.84 Cr | 1.18% |
| Nexus Select Trust Reits | Equity - REIT | ₹29.44 Cr | 1.06% |
| Interise TRust | Bond - Corporate Bond | ₹28.14 Cr | 1.01% |
| Power Finance Corporation Limited | Bond - Corporate Bond | ₹25.78 Cr | 0.93% |
| National Bank For Agriculture And Rural Development | Bond - Corporate Bond | ₹25.5 Cr | 0.92% |
| Aditya Birla Housing Finance Limited | Bond - Corporate Bond | ₹25.32 Cr | 0.91% |
| Avanse Financial Services Limited | Bond - Corporate Bond | ₹25.12 Cr | 0.91% |
| Rec Limited | Bond - Corporate Bond | ₹24.86 Cr | 0.90% |
| Eris Lifesciences Limited | Bond - Corporate Bond | ₹24.39 Cr | 0.88% |
| Eris Lifesciences Limited | Bond - Corporate Bond | ₹24.3 Cr | 0.88% |
| Indus Infra Trust Unit | Equity | ₹22.51 Cr | 0.81% |
| Delhi International Airport Limited | Bond - Corporate Bond | ₹20.65 Cr | 0.74% |
| Embassy Office Parks REIT | Equity - REIT | ₹20.49 Cr | 0.74% |
| Union Bank Of India | Bond - Corporate Bond | ₹19.02 Cr | 0.69% |
| Indian Railway Finance Corporation Limited | Bond - Corporate Bond | ₹17.99 Cr | 0.65% |
| Pcbl Chemical Limited | Bond - Corporate Bond | ₹17.17 Cr | 0.62% |
| 7.18% Govt Stock 2037 | Bond - Gov't/Treasury | ₹15.53 Cr | 0.56% |
| State Government Securities (03/09/2035) | Bond - Gov't/Treasury | ₹15.41 Cr | 0.56% |
| IndiGrid Infrastructure Trust Units Series - IV | Equity | ₹15.14 Cr | 0.55% |
| Vedanta Limited | Bond - Corporate Bond | ₹15.04 Cr | 0.54% |
| Vertis Infrastructure Trust | Bond - Corporate Bond | ₹12.71 Cr | 0.46% |
| SK Finance Limited | Bond - Corporate Bond | ₹10.04 Cr | 0.36% |
| SBI - Corporate Debt Market Development Fund - A2 Units | Mutual Fund - Open End | ₹7.27 Cr | 0.26% |
| Rec Limited | Bond - Corporate Bond | ₹5.12 Cr | 0.18% |
| Dme Development Limited | Bond - Corporate Bond | ₹4.28 Cr | 0.15% |
| Dme Development Limited | Bond - Corporate Bond | ₹4.25 Cr | 0.15% |
| Dme Development Limited | Bond - Corporate Bond | ₹4.25 Cr | 0.15% |
| Dme Development Limited | Bond - Corporate Bond | ₹4.24 Cr | 0.15% |
| Dme Development Limited | Bond - Corporate Bond | ₹4.24 Cr | 0.15% |
| Dme Development Limited | Bond - Corporate Bond | ₹4.24 Cr | 0.15% |
| Dme Development Limited | Bond - Corporate Bond | ₹4.22 Cr | 0.15% |
| Dme Development Limited | Bond - Corporate Bond | ₹4.2 Cr | 0.15% |
| Dme Development Limited | Bond - Corporate Bond | ₹4.19 Cr | 0.15% |
| Dme Development Limited | Bond - Corporate Bond | ₹4.18 Cr | 0.15% |
| 06.97 KA Sdl 2028 | Bond - Gov't/Treasury | ₹1.77 Cr | 0.06% |
| 6.33% Govt Stock 2035 | Bond - Gov't/Treasury | ₹1.56 Cr | 0.06% |
| Rural Electrification Corporation Limited | Bond - Corporate Bond | ₹1.16 Cr | 0.04% |
| 08.08 MH Sdl 2028 | Bond - Gov't/Treasury | ₹1.16 Cr | 0.04% |
| 7.17% Govt Stock 2028 | Bond - Gov't/Treasury | ₹0.44 Cr | 0.02% |
| 06.97 MH Sdl 2028 | Bond - Gov't/Treasury | ₹0.31 Cr | 0.01% |
| 7.26% Govt Stock 2029 | Bond - Gov't/Treasury | ₹0.21 Cr | 0.01% |
| 08.73 Up SDL 2028oct | Bond - Gov't/Treasury | ₹0.21 Cr | 0.01% |
| 7.27% Govt Stock 2026 | Bond - Gov't/Treasury | ₹0.13 Cr | 0.00% |
Allocation By Credit Quality (Debt)
AAA
AA
A
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Industrials | ₹32.84 Cr | 1.18% |
| Financial Services | ₹22.51 Cr | 0.81% |
| Utilities | ₹15.14 Cr | 0.55% |
Risk & Performance Ratios
Standard Deviation
This fund
1.72%
Cat. avg.
1.86%
Lower the better
Sharpe Ratio
This fund
1.49
Cat. avg.
0.63
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
1.41
Higher the better
Fund Managers
SC
Sunaina Cunha
Since September 2014
MS
Mohit Sharma
Since August 2020
Additional Scheme Detailsas of 15th October 2025
ISIN INF209K01603 | Expense Ratio 1.57% | Exit Load 2.00% | Fund Size ₹2,734 Cr | Age 16 years 7 months | Lumpsum Minimum ₹1,000 | Fund Status Open Ended Investment Company | Benchmark CRISIL Medium Duration Debt TR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Medium Duration Funds
About the AMC
Aditya Birla SL Mutual Fund
Total AUM
₹4,24,185 Cr
Address
One World Centre, Tower 1, 17th Floor, Mumbai, 400 013
Other Funds by Aditya Birla SL Mutual Fund
Risk Level
Your principal amount will be at Moderately High risk
Take control of your wealth
Related Articles
Still got questions?
We're here to help.
What is the current NAV of Aditya Birla Sun Life Medium Term Plan Regular Growth?
The NAV of Aditya Birla Sun Life Medium Term Plan Regular Growth, as of 30-Oct-2025, is ₹40.88.
What are the returns of Aditya Birla Sun Life Medium Term Plan Regular Growth?
The fund has generated 11.11% over the last 1 year and 9.61% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
What is the portfolio composition of Aditya Birla Sun Life Medium Term Plan Regular Growth?
The fund's allocation of assets is distributed as 4.34% in equities, 90.31% in bonds, and 5.09% in cash and cash equivalents.
Who manages the Aditya Birla Sun Life Medium Term Plan Regular Growth?
The fund managers responsible for Aditya Birla Sun Life Medium Term Plan Regular Growth are:-
- Sunaina Cunha
- Mohit Sharma
Track & Analyse all your investments in one place
Compare your portfolio's performance with benchmarks
Identify potential risks in your portfolio and learn to fix them
Track all your family's investments in one place
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.
Aditya Birla Sun Life Medium Term Plan Regular Growth
DebtMedium DurationModerately High risk
Regular
NAV (30-Oct-25)
₹40.88-0.06%1D
Returns (Since Inception)
8.85%
Rated ★4.3+ on
Fund Overview
Fund Size
₹2,734 Cr
Expense Ratio
1.57%
ISIN
INF209K01603
Minimum SIP
₹1,000
Exit Load
2.00%
Inception Date
25 Mar 2009
Risk Level
Your principal amount will be at Moderately High risk
About this fund
Aditya Birla Sun Life Medium Term Plan Regular Growth is a Medium Duration mutual fund schemes offered by Aditya Birla SL Mutual Fund. This fund has been in existence for 16 years, 7 months and 6 days, having been launched on 25-Mar-09.
As of 30-Oct-25, it has a Net Asset Value (NAV) of ₹40.88, Assets Under Management (AUM) of 2734.09 Crores, and an expense ratio of 1.57%.
As of 30-Oct-25, it has a Net Asset Value (NAV) of ₹40.88, Assets Under Management (AUM) of 2734.09 Crores, and an expense ratio of 1.57%.
- Aditya Birla Sun Life Medium Term Plan Regular Growth has given a CAGR return of 8.85% since inception.
- The fund's asset allocation comprises around 4.34% in equities, 90.31% in debts, and 5.09% in cash & cash equivalents.
- You can start investing in Aditya Birla Sun Life Medium Term Plan Regular Growth with a SIP of ₹1000 or a Lumpsum investment of ₹1000.
Performance against Category Average
In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
1 Year
+11.11%
+8.03% (Cat Avg.)
3 Years
+9.61%
+7.93% (Cat Avg.)
5 Years
+12.52%
+6.95% (Cat Avg.)
10 Years
+8.53%
+6.34% (Cat Avg.)
Since Inception
+8.85%
— (Cat Avg.)
Portfolio Summaryas of 15th October 2025
| Equity | ₹118.64 Cr | 4.34% |
| Debt | ₹2,469.23 Cr | 90.31% |
| Others | ₹146.23 Cr | 5.35% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type | Amount | Holdings |
|---|---|---|---|
| 6.79% Govt Stock 2034 | Bond - Gov't/Treasury | ₹294.99 Cr | 10.63% |
| 7.1% Govt Stock 2034 | Bond - Gov't/Treasury | ₹204.14 Cr | 7.36% |
| 7.18% Govt Stock 2033 | Bond - Gov't/Treasury | ₹192.67 Cr | 6.94% |
| Nuvama Wealth Finance Limited | Bond - Corporate Bond | ₹95.95 Cr | 3.46% |
| GMR Airports Limited | Bond - Corporate Bond | ₹80.66 Cr | 2.91% |
| Jubilant Bevco Limited | Bond - Corporate Bond | ₹78.05 Cr | 2.81% |
| Jtpm Metal TRaders Limited | Bond - Corporate Bond | ₹77.75 Cr | 2.80% |
| Indian Railway Finance Corporation Limited | Bond - Corporate Bond | ₹75.58 Cr | 2.72% |
| National Bank For Financing Infrastructure And Development | Bond - Corporate Bond | ₹71.17 Cr | 2.56% |
| Power Grid Corporation Of India Limited | Bond - Corporate Bond | ₹69.82 Cr | 2.52% |
| 360 One Prime Limited | Bond - Corporate Bond | ₹65.57 Cr | 2.36% |
| SK Finance Limited | Bond - Corporate Bond | ₹65.2 Cr | 2.35% |
| Narayana Hrudayalaya Limited | Bond - Corporate Bond | ₹60.92 Cr | 2.20% |
| JSW Energy Limited | Bond - Corporate Bond | ₹60.6 Cr | 2.18% |
| Vedanta Limited | Bond - Corporate Bond | ₹60.31 Cr | 2.17% |
| Hero Housing Finance Limited | Bond - Corporate Bond | ₹60.18 Cr | 2.17% |
| Net Receivables / (Payables) | Cash | ₹59.71 Cr | 2.15% |
| Sis Limited | Bond - Corporate Bond | ₹57.83 Cr | 2.08% |
| JSW Steel Limited | Bond - Corporate Bond | ₹50.11 Cr | 1.81% |
| Housing And Urban Development Corporation Limited | Bond - Corporate Bond | ₹50.05 Cr | 1.80% |
| Power Finance Corporation Limited | Bond - Corporate Bond | ₹49.68 Cr | 1.79% |
| Hinduja Housing Finance Limited | Bond - Corporate Bond | ₹46.46 Cr | 1.67% |
| IKF Finance Limited | Bond - Corporate Bond | ₹44.8 Cr | 1.61% |
| Adani Airport Holdings Limited | Bond - Corporate Bond | ₹42.22 Cr | 1.52% |
| Clearing Corporation Of India Limited | Cash - Repurchase Agreement | ₹41.37 Cr | 1.49% |
| LIC Housing Finance Ltd | Bond - Corporate Bond | ₹41.05 Cr | 1.48% |
| JM Financial Products Limited | Bond - Corporate Bond | ₹40.06 Cr | 1.44% |
| Power Finance Corporation Limited | Bond - Corporate Bond | ₹39.66 Cr | 1.43% |
| Ntpc Limited | Bond - Corporate Bond | ₹34.8 Cr | 1.25% |
| 6.68% Govt Stock 2040 | Bond - Gov't/Treasury | ₹34.7 Cr | 1.25% |
| IRB InvIT Fund Units 2017-Series IV | Equity | ₹32.84 Cr | 1.18% |
| Nexus Select Trust Reits | Equity - REIT | ₹29.44 Cr | 1.06% |
| Interise TRust | Bond - Corporate Bond | ₹28.14 Cr | 1.01% |
| Power Finance Corporation Limited | Bond - Corporate Bond | ₹25.78 Cr | 0.93% |
| National Bank For Agriculture And Rural Development | Bond - Corporate Bond | ₹25.5 Cr | 0.92% |
| Aditya Birla Housing Finance Limited | Bond - Corporate Bond | ₹25.32 Cr | 0.91% |
| Avanse Financial Services Limited | Bond - Corporate Bond | ₹25.12 Cr | 0.91% |
| Rec Limited | Bond - Corporate Bond | ₹24.86 Cr | 0.90% |
| Eris Lifesciences Limited | Bond - Corporate Bond | ₹24.39 Cr | 0.88% |
| Eris Lifesciences Limited | Bond - Corporate Bond | ₹24.3 Cr | 0.88% |
| Indus Infra Trust Unit | Equity | ₹22.51 Cr | 0.81% |
| Delhi International Airport Limited | Bond - Corporate Bond | ₹20.65 Cr | 0.74% |
| Embassy Office Parks REIT | Equity - REIT | ₹20.49 Cr | 0.74% |
| Union Bank Of India | Bond - Corporate Bond | ₹19.02 Cr | 0.69% |
| Indian Railway Finance Corporation Limited | Bond - Corporate Bond | ₹17.99 Cr | 0.65% |
| Pcbl Chemical Limited | Bond - Corporate Bond | ₹17.17 Cr | 0.62% |
| 7.18% Govt Stock 2037 | Bond - Gov't/Treasury | ₹15.53 Cr | 0.56% |
| State Government Securities (03/09/2035) | Bond - Gov't/Treasury | ₹15.41 Cr | 0.56% |
| IndiGrid Infrastructure Trust Units Series - IV | Equity | ₹15.14 Cr | 0.55% |
| Vedanta Limited | Bond - Corporate Bond | ₹15.04 Cr | 0.54% |
| Vertis Infrastructure Trust | Bond - Corporate Bond | ₹12.71 Cr | 0.46% |
| SK Finance Limited | Bond - Corporate Bond | ₹10.04 Cr | 0.36% |
| SBI - Corporate Debt Market Development Fund - A2 Units | Mutual Fund - Open End | ₹7.27 Cr | 0.26% |
| Rec Limited | Bond - Corporate Bond | ₹5.12 Cr | 0.18% |
| Dme Development Limited | Bond - Corporate Bond | ₹4.28 Cr | 0.15% |
| Dme Development Limited | Bond - Corporate Bond | ₹4.25 Cr | 0.15% |
| Dme Development Limited | Bond - Corporate Bond | ₹4.25 Cr | 0.15% |
| Dme Development Limited | Bond - Corporate Bond | ₹4.24 Cr | 0.15% |
| Dme Development Limited | Bond - Corporate Bond | ₹4.24 Cr | 0.15% |
| Dme Development Limited | Bond - Corporate Bond | ₹4.24 Cr | 0.15% |
| Dme Development Limited | Bond - Corporate Bond | ₹4.22 Cr | 0.15% |
| Dme Development Limited | Bond - Corporate Bond | ₹4.2 Cr | 0.15% |
| Dme Development Limited | Bond - Corporate Bond | ₹4.19 Cr | 0.15% |
| Dme Development Limited | Bond - Corporate Bond | ₹4.18 Cr | 0.15% |
| 06.97 KA Sdl 2028 | Bond - Gov't/Treasury | ₹1.77 Cr | 0.06% |
| 6.33% Govt Stock 2035 | Bond - Gov't/Treasury | ₹1.56 Cr | 0.06% |
| Rural Electrification Corporation Limited | Bond - Corporate Bond | ₹1.16 Cr | 0.04% |
| 08.08 MH Sdl 2028 | Bond - Gov't/Treasury | ₹1.16 Cr | 0.04% |
| 7.17% Govt Stock 2028 | Bond - Gov't/Treasury | ₹0.44 Cr | 0.02% |
| 06.97 MH Sdl 2028 | Bond - Gov't/Treasury | ₹0.31 Cr | 0.01% |
| 7.26% Govt Stock 2029 | Bond - Gov't/Treasury | ₹0.21 Cr | 0.01% |
| 08.73 Up SDL 2028oct | Bond - Gov't/Treasury | ₹0.21 Cr | 0.01% |
| 7.27% Govt Stock 2026 | Bond - Gov't/Treasury | ₹0.13 Cr | 0.00% |
Allocation By Credit Quality (Debt)
AAA
AA
A
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Industrials | ₹32.84 Cr | 1.18% |
| Financial Services | ₹22.51 Cr | 0.81% |
| Utilities | ₹15.14 Cr | 0.55% |
Risk & Performance Ratios
Standard Deviation
This fund
1.72%
Cat. avg.
1.86%
Lower the better
Sharpe Ratio
This fund
1.49
Cat. avg.
0.63
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
1.41
Higher the better
Fund Managers
SC
Sunaina Cunha
Since September 2014
MS
Mohit Sharma
Since August 2020
Additional Scheme Detailsas of 15th October 2025
ISIN INF209K01603 | Expense Ratio 1.57% | Exit Load 2.00% | Fund Size ₹2,734 Cr | Age 16 years 7 months | Lumpsum Minimum ₹1,000 | Fund Status Open Ended Investment Company | Benchmark CRISIL Medium Duration Debt TR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Medium Duration Funds
About the AMC
Aditya Birla SL Mutual Fund
Total AUM
₹4,24,185 Cr
Address
One World Centre, Tower 1, 17th Floor, Mumbai, 400 013
Other Funds by Aditya Birla SL Mutual Fund
Related Articles
Still got questions?
We're here to help.
What is the current NAV of Aditya Birla Sun Life Medium Term Plan Regular Growth?
The NAV of Aditya Birla Sun Life Medium Term Plan Regular Growth, as of 30-Oct-2025, is ₹40.88.
What are the returns of Aditya Birla Sun Life Medium Term Plan Regular Growth?
The fund has generated 11.11% over the last 1 year and 9.61% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
What is the portfolio composition of Aditya Birla Sun Life Medium Term Plan Regular Growth?
The fund's allocation of assets is distributed as 4.34% in equities, 90.31% in bonds, and 5.09% in cash and cash equivalents.
Who manages the Aditya Birla Sun Life Medium Term Plan Regular Growth?
The fund managers responsible for Aditya Birla Sun Life Medium Term Plan Regular Growth are:-
- Sunaina Cunha
- Mohit Sharma
Track & Analyse all your investments in one place
Compare your portfolio's performance with benchmarks
Identify potential risks in your portfolio and learn to fix them
Track all your family's investments in one place
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.
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Mutual Fund distribution services are offered through Dezerv Distribution Services Pvt Limited, a wholly owned subsidiary with AMFI Registration No.: ARN -248439. **Mutual fund investments are subject to market risks, read all scheme related documents carefully.** Terms and conditions of the website are applicable. Privacy policy of the website is applicable.
Dezerv Investments Pvt. Ltd. is a Portfolio Manager with SEBI Registration no. INP000007377, a member of BSE with SEBI Stock Broker Registration no. INZ000303136, and an Investment Manager to Category - I AIF-VCF-Angel Fund with SEBI Registration no. IN/AIF1/22-23/1066.
Mutual Fund distribution services are offered through Dezerv Distribution Services Pvt Limited, a wholly owned subsidiary with AMFI Registration No.: ARN -248439. **Mutual fund investments are subject to market risks, read all scheme related documents carefully.** Terms and conditions of the website are applicable. Privacy policy of the website is applicable.
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