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Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

Fixed Income

Medium Duration Fund

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Aditya Birla Sun Life Medium Term Plan Returns

NAV: ₹43.5415

As of 2026-07-16

8.89%

1yr

9.97%

3yr

12.12%

5yr

All

Jul-25Nov-25Feb-26Apr-26Jul-26

Aditya Birla Sun Life Medium Term Plan Return Calculator

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Aditya Birla Sun Life Medium Term Plan Overview

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About Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

The Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan , a Medium Duration Fund multi-cap fund   Open Ended Mutual Funds   from Aditya Birla Sun Life AMC Limited, has remained a continuous performer in the Indian mutual fund industry since its inception in 2001. With a diversified portfolio across large cap fund , mid cap fund , and small-cap fund , the fund aims to generate long-term capital appreciation for its investors.

Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan - Performance

The Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan has set a great track record, delivering an impressive 1-year return of 8.89. The fund has also doubled the invested amount every 3 years, demonstrating its ability to generate wealth over the long term. It has an AUM of Rs ₹3,127.29 Cr. and the latest NAV declared is 43.5415 as on 2026-07-16.

Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan - Investment Strategy

The Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan follows a multi-cap investment strategy, investing primarily in equity and equity-related securities across market capitalizations. This diversified approach helps to reduce risk and capture growth opportunities across various market segments. The fund's sector allocation reflects its focus on growth-oriented sectors, with significant exposure to Financial, Energy, Healthcare, Technology, and Automobile sectors.

Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan - Fees and Expenses

The Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan has an expense ratio of 1.32 , which is in line with the average expense ratio for multi-cap funds. The fund also charges an exit load of 1 if redeemed within 1 year of investment.

Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan - SIP Planning

The Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan, provides a broad range of SIP plans, which can be customised according to your needs and suitability. Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan is feasible and convenient to use. This is the best SIP Plan to invest and provides a financial support to the investors. This particular Medium Duration Fund provides you a SIP calculator to calculate your best mutual returns on your your best investment plan. As per your calculations on the Medium Duration Fund Calculator, you can invest accordingly in any of the category and get your desired financial dreams achieved.

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Lock-in Period

Nil

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Min SIP

1000

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Min Lumpsum

₹1,000

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Fund Size(Cr)

₹3,127.29

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Expense Ratio

1.32%

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Exit Load

1%

FOR REDEMPTION / SWITCH-OUT OF UNITS AFTER 1 YEAR: NIL. FOR REDEMPTION / SWITCH-OUT OF UNITS ON OR BEFORE 1 YEAR FROM THE DATE OF ALLOTMENT: 1. 00% OF APPLICABLE NAV.

Aditya Birla Sun Life Medium Term Plan Holdings

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Aditya Birla Sun Life Medium Term Plan AMC Details

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  • Fund House

    Aditya Birla Sun Life AMC Limited

  • Fund Manager

    Abhinav Khandelwal

Aditya Birla Sun Life Medium Term Plan FAQs

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How can I invest in the Aditya Birla Sun Life Medium Term Plan ?

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Can I invest in both SIP and Lump Sum plans for Aditya Birla Sun Life Medium Term Plan ?

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How can I redeem my investments in the Aditya Birla Sun Life Medium Term Plan ?

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What is the current Asset Under Management (AUM) for Aditya Birla Sun Life Medium Term Plan ?

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How can I invest in the Aditya Birla Sun Life Medium Term Plan through SIPs of INR 1000 per month?

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Disclaimer

Past performance is not an indicator of future returns.

Mutual Fund investments are subject to market risks, read all scheme related documents and Terms & Conditions carefully for more information.