Aditya Birla Sun Life Medium Term Plan - Growth

Q: What type of mutual fund is Aditya Birla Sun Life Medium Term Plan - Growth?

Aditya Birla Sun Life Medium Term Plan - Growth is a 'Debt - Credit Opportunities' type mutual fund managed by 'Aditya Birla Sun Life AMC Limited'.

Debt Credit Opportunities Moderately High

NAV on (24 Apr 2026 )

₹42.56 ▼

(-0.03%)

Fund Size

₹3095.49 Crores

1Y Returns

8.15 %

Earn 1% Higher Returns on Direct Funds

Invest Top Funds

Disclaimer: Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing.

Investment Objective

The primary investment objective of the Scheme is to generate regular income through investments in debt & money market instruments in order to make regular dividend payments to unitholders & secondary objective is growth of capital.

AMC

Aditya Birla Sun Life AMC Limited

Fund Details

Launch Date

March 23, 2009

Fund Manager

Ms. Sunaina Da Cunha

Initial Price

AUM Fund

3095.49 Cr

Min investment

Rs 500

Expense Ratio

1.56%

SIP Minimum Investment

Weekly - Rs. 1000/- and in multiples of Re. 1/- thereafter. Minimum 6 installments.Monthly - Rs. 1000/- and in multiples of Re. 1/- thereafter. Minimum 6 installments.

Exit Load

For redemption / switch-out of units on or before 1 year from the date of allotment: 1.00% of applicable NAV.For redemption / switch-out of units after 1 year: Nil.

1 Month

+0.98%

6 Months

+4.15%

1 Year

+8.15%

2 Years (CAGR)

+11.31%

3 Years (CAGR)

+9.61%

5 Years (CAGR)

+11.87%

Equity / Mid Cap funds	1Y	3Y	Fund Size (Cr)
Franklin India Credit Risk Fund - Segregated Portfolio 2	309.18%	0.00%	₹0
Franklin India Credit Risk Fund - Segregated Portfolio 2 - Direct Plan	309.14%	0.00%	₹0
Franklin India Credit Risk Fund - Segregated Portfolio 2 - Direct Plan	309.13%	0.00%	₹0
Franklin India Credit Risk Fund - Segregated Portfolio 2	309.12%	0.00%	₹0
HSBC Credit Risk Fund - Direct Plan	17.78%	39.44%	₹475.6

Holdings

Government of India (08/04/2034) 6.93%

7.27% National Bank For Agriculture and Rural Development (23/02/2029) 4.02%

6.66% National Bank For Agriculture and Rural Development (12/10/2028) 3.66%

9.25% Hinduja Leyland Finance Limited (09/07/2031) 3.52%

Government of India (06/10/2035) 3.46%

9.75% Nuvama Wealth Finance Ltd (16/04/2027) 3.10%

9.90% Oxyzo Financial Services Pvt Ltd (13/03/2029) 2.88%

5.00% GMR Airport Ltd (13/02/2027) 2.69%

Jubilant Bevco Ltd (31/05/2028) (ZCB) 2.61%

Jtpm Metal Traders Pvt Ltd (29/09/2028) (ZCB) 2.59%

9.50% Kogta Financial India Ltd (30/10/2027) 2.32%

6.94% Power Grid Corporation of India Limited (15/04/2035) 2.20%

8.00% Adani Power Limited (27/01/2028) 2.18%

10.96% Gaursons India Pvt Ltd (26/12/2028) 2.18%

9.25% Sk Finance Ltd (09/05/2027) 2.10%

State Government Securities (29/06/2035) 2.03%

9.40% Vedanta Limited (20/02/2027) 1.95%

8.40% Narayana Hrudayalaya Limited (15/02/2030) 1.94%

8.32% Hero Housing Finance Ltd (30/08/2027) 1.94%

8.75% JSW Energy Limited (20/03/2028) 1.94%

8.50% Security and Intelligence Services (India) Limited (26/03/2028) 1.86%

Net Receivables / (Payables) 1.83%

5.00% GMR Airport Ltd (13/08/2028) 1.69%

Government of India (07/10/2034) 1.60%

6.74% Small Industries Development Bank of India (10/01/2029) 1.59%

7.12% Housing & Urban Development Corporation Limited (26/12/2034) 1.57%

6.64% Power Finance Corporation Limited (15/07/2030) 1.57%

8.85% Hinduja Housing Finance Ltd (01/02/2027) 1.49%

9.40% 360 ONE Prime Ltd (04/03/2027) 1.46%

9.40% IKF Finance Ltd (12/08/2027) 1.45%

6.59% Power Finance Corporation Limited (15/10/2030) 1.25%

6.330231% Adani Airport Holdings Ltd (08/09/2028) 1.18%

6.84% NTPC Limited (09/05/2035) 1.09%

IRB InvIT Fund 1.03%

7.30% Bharti Telecom Limited (01/12/2027) 0.96%

8.05% JSW Energy Limited (10/11/2028) 0.95%

NEXUS SELECT TRUST 0.92%

6.917526% IndInfravit Trust (31/03/2040) 0.89%

India Grid Trust 0.85%

7.60% Power Finance Corporation Limited (25/08/2033) 0.81%

7.8989% Aditya Birla Housing Finance Limited (08/06/2027) 0.81%

9.5221% Avanse Financial Services Ltd (29/06/2026) 0.81%

7.43% National Bank for Financing Infrastructure and Dev (16/06/2033) 0.81%

State Government Securities (04/02/2039) 0.81%

8.95% Vedanta Limited (16/03/2029) 0.80%

7.01% National Bank For Agriculture and Rural Development (16/03/2029) 0.80%

INDUS INFRA TRUST 0.78%

8.73% Eris Lifesciences Limited (07/12/2026) 0.78%

8.73% Eris Lifesciences Limited (07/06/2027) 0.78%

State Government Securities (01/06/2034) 0.76%

EMBASSY OFFICE PARKS REIT 0.70%

Clearing Corporation of India Limited 0.70%

9.35% Delhi International Airport Ltd (22/08/2030) 0.65%

State Government Securities (23/03/2035) 0.65%

8.20% Adani Power Limited (25/01/2029) 0.64%

State Government Securities (25/05/2035) 0.60%

6.78% Indian Railway Finance Corporation Limited (30/04/2030) 0.57%

9.31% Vedanta Limited (03/12/2027) 0.49%

State Government Securities (03/09/2035) 0.48%

State Government Securities (27/03/2035) 0.48%

6.85% National Bank For Agriculture and Rural Development (19/01/2029) 0.48%

State Government Securities (09/02/2035) 0.42%

8.34% Highways Infrastructure Trust (18/01/2027) 0.41%

Government of India (23/05/2036) 0.34%

9.25% Sk Finance Ltd (24/10/2027) 0.32%

State Government Securities (02/05/2034) 0.32%

State Government Securities (24/02/2035) 0.31%

SBI - Corporate Debt Market Development Fund - A2 Units 0.26%

Raajmarg Infra Investment Trust 0.24%

7.35% REC Limited (31/07/2034) 0.16%

State Government Securities (18/03/2035) 0.14%

Government of India (06/02/2033) 0.13%

State Government Securities (18/03/2036) 0.09%

State Government Securities (26/02/2028) 0.06%

State Government Securities (26/12/2028) 0.04%

8.37% REC Limited (07/12/2028) 0.04%

Government of India (08/01/2028) 0.01%

State Government Securities (18/02/2028) 0.01%

State Government Securities (06/05/2027) 0.01%

Government of India (14/01/2029) 0.01%

State Government Securities (24/10/2028) 0.01%

Sector Allocation

Finance 10.69%

Power 0.85%

Address

One World Center, Tower 1, 17th Floor,Jupiter Mills, Senapati Bapat Marg,Elphinstone Road, Mumbai Maharashtra India 400013

Phone

+91 22 43568008/ 8000

Fax

+91 22 43568110, 43568111

Launch Date

March 23, 2009

E-mail

abslamc.cs@adityabirlacapital.com

Website

https://mutualfund.adityabirlacapital.com

Custodian

Citibank NA

Registrar & Transfer Agent

Computer Age Management Services (P) Ltd.

Frequently Asked Questions

Q: What is the current NAV of Aditya Birla Sun Life Medium Term Plan - Growth?

A: The latest NAV of Aditya Birla Sun Life Medium Term Plan - Growth is ₹ 42.56 as on 24 Apr 2026.

Q: What type of mutual fund is Aditya Birla Sun Life Medium Term Plan - Growth?

A: Aditya Birla Sun Life Medium Term Plan - Growth is a 'Debt - Credit Opportunities' type mutual fund managed by 'Aditya Birla Sun Life AMC Limited'.

Q: What is the expense ratio of Aditya Birla Sun Life Medium Term Plan - Growth?

A: The expense ratio of Aditya Birla Sun Life Medium Term Plan - Growth is 1.56%, which impacts overall returns.

Q: Who manages Aditya Birla Sun Life Medium Term Plan - Growth?

A: Aditya Birla Sun Life Medium Term Plan - Growth is managed by Ms. Sunaina Da Cunha, who oversees investment strategy and portfolio decisions.

Q: Is Aditya Birla Sun Life Medium Term Plan - Growth a good investment?

A: Aditya Birla Sun Life Medium Term Plan - Growth may be suitable depending on your financial goals, risk appetite, and investment horizon. Always evaluate fund performance and consult a financial advisor.

Q: What is the exit load of Aditya Birla Sun Life Medium Term Plan - Growth?

A: The exit load of Aditya Birla Sun Life Medium Term Plan - Growth is For redemption / switch-out of units on or before 1 year from the date of allotment: 1.00% of applicable NAV.For redemption / switch-out of units after 1 year: Nil., applicable if redeemed within the specified period.

Q: How is Aditya Birla Sun Life Medium Term Plan - Growth taxed?

A: Taxation depends on the fund type (equity/debt) and holding period as per Indian tax laws.

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