Click here for top ranked funds in medium term mutual funds.
However, Scripbox does not recommend investing in medium term mutual funds.
Medium Duration Funds invest in debt and money market instruments such that the duration of the portfolio is between 3 to 4 years.This exposes them to higher variation when interest rates change.
This is a small category (less than 2% of the total debt fund assets).We assess the credit quality of funds in this category as relatively poor.We do not recommend funds in this category because of the higher credit risk and higher interest rate risk.
No single fund can achieve what a plan can. Learn why
Historical NAV
₹ 25.0375
NAV (Sep 23)
Fund Returns
Last 1Y
8.7%
Last 3Y
4.1%
Last 5Y
4.9%
Last 10Y
7.8%
Since Inception
7.6%
6 Month CAGR
3.9%
Scheme Information
Investment Objective
The investment objective of the Scheme is to generate regular income and capital appreciation by predominantly investing in a portfolio of debt securities with medium term maturity.
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Aditya Birla Sun Life AMC Ltd manages assets worth 315,409 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 83 equity,329 debt and 19 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Sub-asset Class View
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
About Aditya Birla Sun Life Medium Term Plan (G)
About Aditya Birla Sun Life Medium Term Plan (G)
Aditya Birla Sun Life Medium Term Plan (G) is a Medium Term Debt fund and has delivered an annualised return of 7.6% over a period of 12 years. The fund was previously known as Birla Sun Life M/T Retl Gr . The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Mohit Sharma, Sunaina Cunha
Aditya Birla Sun Life Medium Term Plan (G) Investment Objective
The investment objective of the Scheme is to generate regular income and capital appreciation by predominantly investing in a portfolio of debt securities with medium term maturity. . However, there is no assurance that the objective of the scheme will be realized.
Aditya Birla Sun Life Medium Term Plan (G) NAV,AUM,Risk
The Aditya Birla Sun Life Medium Term Plan (G) fund was launched on Mar 25, 2009. The NAV (Net Asset Value) of this Medium Term Debt fund as of 2021-09-23 is ₹25.04. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹1646.036. The category risk of the Aditya Birla Sun Life Medium Term Plan (G) fund is High Risk. The fund charges 1.59 % as expense ratio.
Aditya Birla Sun Life Medium Term Plan (G) Holdings
The fund’s highest allocation is towards Debt and has invested 96.2% in this asset class. The top three holdings of the fund are , 6.64% govt stock 2035 , shriram - city union finance limited , u.p. power corporation limited , embassy office parks reit , tata realty and infrastructure limited , mahindra rural housing finance limited , bharti hexacom limited , jm financial credit solutions limited , 8.15% govt stock 2026 , indusind bank limited , bharat oman refineries limited , gic housing finance limited , bharti hexacom limited , dlf limited , hinduja leyland finance limited , irb invit fund units 2017-series iv , varanasi sangam expressway private limited , govt stock , 6.22% govt stock 2035 , indostar capital finance limited , lic housing finance limited , u.p. power corporation limited , vedanta limited , muthoot finance limited , g r infraprojects limited , andhra pradesh capital region development authority , power finance corporation limited , andhra pradesh capital region development authority , clearing corporation of india limited , the ramco cements limited , summit digitel infrastructure private limited , union bank of india , u.p. power corporation limited , ntpc limited , l&t infrastructure finance company limited , 06.98 mh sdl 2028 , punjab national bank , jharkhand road projects implementation company limited , jharkhand road projects implementation company limited , motherson sumi systems limited , steel authority of india limited , 07.02 ap sdl 2030 , 07.05 rj sdl 2031 , jharkhand road projects implementation company limited , jharkhand road projects implementation company limited , jharkhand road projects implementation company limited , jharkhand road projects implementation company limited , jharkhand road projects implementation company limited , 9.5119% jharkand road projects implementation company limited (20/01/2029) , jharkhand road projects implementation company limited , u.p. power corporation limited , 9.5119% jharkand road projects implementation company limited (20/01/2029) , jharkhand road projects implementation company limited , jharkhand road projects implementation company limited , jharkhand road projects implementation company limited , net receivables / (payables) , jharkhand road projects implementation company limited , u.p. power corporation limited , jharkhand road projects implementation company limited , jharkhand road projects implementation company limited , 6.67% govt stock 2035 , 9.5119% jharkand road projects implementation company limited (20/01/2029) , jharkhand road projects implementation company limited , jharkhand road projects implementation company limited , jharkhand road projects implementation company limited , jharkhand road projects implementation company limited , jharkhand road projects implementation company limited , jharkhand road projects implementation company limited , 9.5119% jharkand road projects implementation company limited (20/01/2029) , jharkhand road projects implementation company limited , jharkhand road projects implementation co.ltd 9.51% , jharkhand road projects implementation company limited , jharkhand road projects implementation company limited , u.p. power corporation limited , jharkhand road projects implementation company limited , jharkhand road projects implementation company limited , jharkhand road projects implementation company limited , u.p. power corporation limited , jharkhand road projects implementation company limited , jharkhand road projects implementation company limited , 06.97 ka sdl 2028 , rec limited , 08.08 mh sdl 2028 , jharkhand road projects implementation company limited
Aditya Birla Sun Life Medium Term Plan (G) Sip
The minimum SIP (Systematic Investment Plan) amount for this is ₹null and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
Aditya Birla Sun Life Medium Term Plan (G) Investment volatility and Horizon
This fund is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL Medium Term Debt TR INR.
Aditya Birla Sun Life Medium Term Plan (G) Review
Aditya Birla Sun Life Medium Term Plan (G) has a score of 1 on a scale of 5. The fund has a score of 4 out of 5 based on historical performance. As compared to the other funds in its category, Aditya Birla Sun Life Medium Term Plan (G) has a score of 3out of 5
The credit risk of the fund is 1 out of 5 as compared to other debt funds.
