Aditya Birla Sun Life AMC Limited

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

Fixed IncomeMedium Duration Fund
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return24%
  • 3 yr return15.6%
  • 5 yr return8.2%
  • Expense Ratio1.52%
  • Lock-in Period--
  • Exit Load2%
  • Fund Size (Cr)Rupees1851.8
  • NAVRupees32.6

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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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.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

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Top Holdings

  • Companies %
  • Government of India (22/08/2032) 17.6
  • Clearing Corporation of India Limited 6.5
  • Government of India (17/01/2032) 6.2
  • 9.25% Shriram Finance Ltd (28/05/2024) ** 5.4
  • 7.58% National Bank For Agriculture and Rural Development (31/07/2026) 4.3
  • Net Receivables / Payables 3.1
  • 7.82% LIC Housing Finance Limited (28/11/2025) ** 2.9
  • 9.065109% Mahindra Rural Housing Finance Limited (17/06/2024) (FRN) ** 2.7
  • 5.90% Bharti Hexacom Limited (30/04/2024) ** 2.5
  • 6.50% TATA Realty & Infrastructure Limited (17/07/2024) ** 2.5
  • 10.072404% JM Financial Credit Solutions Ltd (23/07/2024) (FRN) ** 2.4
  • Sectors %
  • Govt-Sec30.8
  • Finance23
  • Banks11.4
  • Cash/Deposits/Margins/Treps/Repo/Swaps9.6
  • Infrastructure5.2

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