- 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 Medium Term Plan (Growth)
₹ 32.6265
NAV (May 31)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 32.6265
NAV (May 31)
Fund Returns
Last 1Y | 24.1% |
Last 3Y | 15.6% |
Last 5Y | 8.2% |
Last 10Y | 8.7% |
Since Inception | 8.7% |
6 Month CAGR | 4.1% |
Scheme Information
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 | 1.5 |
Launched (14y ago) | Mar 25, 2009 |
AUM in Crores | 1851.882 |
ISIN | INF209K01603 |
Lock-in | No Lock-in |
Benchmark | CRISIL Medium Duration Debt C-III TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 9.9 |
Standard Deviation (5yr) | 9 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 1.113 |
Sharpe Ratio (5yr) | 0.346 |
YTM | 8.09 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Aditya Birla Sun Life Medium Term Plan (Growth) | 8,94,012 | 1,61,400 | 8.2% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Debt Holdings
7.26% govt stock 2032
19%6.54% govt stock 2032
6.2%shriram finance limited
5.4%clearing corporation of india limited
4.7%national bank for agriculture and rural development
4.3%Allocation by Sector
industrials
2.2%Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 51,579 cr | ||
₹ 14,509 cr | ||
₹ 8,475 cr | ||
₹ 14,524 cr | ||
₹ 17,853 cr |
About the AMC
Aditya Birla Sun Life AMC Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
- | 3.7% | ||
5.2% | 7.4% | ||
5% | 6.8% | ||
5.2% | 7.3% | ||
5% | 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 8.7% over a period of 14 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 5/31/2023 is ₹32.63 with the total AUM as of 6/1/2023 is ₹1851.882. 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 C-III TR INR.
Aditya Birla Sun Life Medium Term Plan (G) is rated as a 1 fund in Debt and delivered 24.1% 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)?
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 Not Recommended 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 1.5% for regular plan.