Aditya Birla Sun Life Medium Term Fund - Regular Plan - Growth
(Erstwhile Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan)
Fund House: Aditya Birla Sun Life Mutual Fund| Category: Debt: Medium Duration |
| Launch Date: 25-03-2009 |
| Asset Class: Fixed Income |
| Benchmark: CRISIL Medium Duration Debt A-III Index |
| TER: 1.55% As on (29-09-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 3,369.72 Cr As on 30-09-2026(Source:AMFI) |
| Turn over: - | Exit Load: For redemption / switch-out of units on or before 1 year from the date of allotment: 1.00% of applicable NAV. For redemption / switch-out of units after 1 year: Nil |
43.6584
-0 (-0.0011%)
8.75%
Benchmark: 7.09%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
Nifty 4-8 yr G-Sec Index
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
7 Years 7 Months
16 Years 3 Months
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | 8.14 |
| Average Maturity | 4.07 |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Medium Term Fund - Regular Plan - Growth | 25-03-2009 | 6.94 | 9.01 | 9.67 | 11.73 | 8.18 |
Scheme Characteristics
Investment in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 3 years - 4 years.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
0.9%
Others
98.48%
Mid Cap
0.62%
