• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life Medium Term Plan (Growth)

Formerly Birla Sun Life M/T Retl Gr

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Medium Term Plan (Growth)

DebtMedium Term

34.7733

NAV (Jun 12)

12.2%
3 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in medium term mutual funds.

Medium term funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.

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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Good

The performance of the fund on a Fund Size metric has been Good

Rolling Returns

Category Leader

The fund has been a Category Leader on the Rolling Returns metric

Scripbox Recommended Debt Funds
Want the Debt funds that are right for your short term investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

34.7733

NAV (Jun 12)

Fund Returns

Last 1Y
6.5%
Last 3Y
12.2%
Last 5Y
8.7%
Last 10Y
8.3%
Since Inception
8.5%
6 Month CAGR
4%

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.

Expense Ratio
1.58
Launched (15y ago)
Mar 25, 2009
AUM in Crores
1859.147
ISIN
INF209K01603
Lock-in
No Lock-in
Benchmark
CRISIL Medium Duration Debt TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
9.4
Standard Deviation (5yr)
9
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0.692
Sharpe Ratio (5yr)
0.406
YTM
8.06
Fund Managers

Mohit Sharma

Fund Manager

Sunaina Cunha

Fund Manager

Dhaval Joshi

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Aditya Birla Sun Life Medium Term Plan (Growth)70%9,05,297 1,72,6858.7%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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.

Asset allocation and Holdings

Last updated on 2024-06-12

Top Debt Holdings

7.26% govt stock 2033

24.2%
24.2%

7.18% govt stock 2033

9.2%
9.2%

7.1% govt stock 2034

6%
6%

7.18% govt stock 2037

5.4%
5.4%

creditaccess grameen limited

2.7%
2.7%
See all holdings

Allocation by Sector

industrials

2%
2%
See all sectors

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)

₹ 4,984 cr

₹ 10,797 cr

₹ 46,422 cr

₹ 14,535 cr

₹ 15,157 cr

amc-img

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 371,510 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 90 equity,370 debt and 20 hybrid funds.amc-img
phone-img022-43568000
Fund NameScripbox Opinion
Till Date CAGR

-

4.8%

5.9%

7.4%

6%

6.8%

5.9%

7.3%

6%

7.1%

Aditya Birla Sun Life Medium Term Plan (G) Review

Aditya Birla Sun Life Medium Term Plan (G) is a Medium Term Debt fund and has delivered an annualised return of 8.5% over a period of 15 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 Dhaval Joshi, Mohit Sharma, Sunaina Cunha.

Nav of Aditya Birla Sun Life Medium Term Plan (G) as of 6/12/2024 is ₹34.77 with the total AUM as of 6/13/2024 is ₹1859.147. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Medium Term Plan (G) was launched on Mar 25, 2009. The category risk of the fund is Moderately High risk.

The minimum SIP amount for Aditya Birla Sun Life Medium Term Plan (G) is ₹1000 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. Check your estimated returns on mutual funds by using sip calculator.

Aditya Birla Sun Life Medium Term Plan (G) 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 Duration Debt TR INR.

Aditya Birla Sun Life Medium Term Plan (G) is rated as a 2 fund in Debt and delivered 6.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Aditya Birla Sun Life Medium Term Plan (G).

Frequently Asked Questions

What is Aditya Birla Sun Life Medium Term Plan (G)?

Aditya Birla Sun Life Medium Term Plan (G) is a Medium Term Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

How to invest in Aditya Birla Sun Life Medium Term Plan (G)?

You can invest in Aditya Birla Sun Life Medium Term Plan (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Aditya Birla Sun Life Medium Term Plan (G)?

The minimum sip amount for Aditya Birla Sun Life Medium Term Plan (G) is ₹1000. You can invest in multiples of ₹5000.

Is Aditya Birla Sun Life Medium Term Plan (G) good to invest in?

As per Scripbox experts, Aditya Birla Sun Life Medium Term Plan (G) is a Neutral fund. You can investAditya Birla Sun Life Medium Term Plan (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Aditya Birla Sun Life Medium Term Plan (G)?

The expense ratio of the Aditya Birla Sun Life Medium Term Plan (G) is 1.58% for regular plan.