Aditya Birla Sun Life Medium Term Plan Direct-Growth
Aditya Birla Sun Life Medium Term Plan Direct-Growth: Mutual Fund Overview
Aditya Birla Sun Life Medium Term Plan Direct-Growth is an Medium Duration mutual fund with over 13.19 years of performance history. The scheme manages an AUM of ₹3069.79 Cr and has a NAV of ₹46.3141. It is rated '1' stars by analysts. Investors can begin a SIP with as little as ₹1000.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 11.02%.
Debt, Medium Duration, Principal at moderately high risk
1 Year Return 11.02% at 12 Mar 2026 07:43 PM
Fund Details
NAV 46.3141
Sub-Type Medium Duration
Rating 1
Min. SIP Amount ₹1000.0
Fund Age(Year) 13.19
Fund Size(in Crores) 3069.79
Fund Performance
1 Month 0.58%
3 Month 3.25%
6 Month 5.32%
1 Year 11.02%
3 Year 10.78%
5 Year 12.75%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (97.72%) Market Cap Large Cap 79.09 Mid Cap 10.07 Small Cap 8.56 Top Sectors Financial 28.56 Services 11.19 Healthcare 9.36 Automobile 8.37 Technology 8.13 Capital Goods 6.39 Unclassified 5.88 Construction 5.58 Materials 4.58 Communication 3.54 Consumer Discretionary 2.55 Metals & Mining 2.13 Chemicals 0.9 Energy 0.53 Consumer Staples 0.03 Top Holding Coforge 0.94 Bharti Airtel 3.54 Bajaj Finance 3.93 DLF 0.71 ICICI Prudential Asset Management Company 5.88 Delhivery 0.76 Global Health 0.81 Bharat Electronics 0.93 NTPC Green Energy 0.53 MCX 1.72 Ultratech Cement 2.28 Mahindra & Mahindra 1.56 Infosys 4.68 PB Fintech 0.89 CG Power 1.75 Hindustan Aero 0.98 Tube Investments Of India 0.93 Samvardhana Motherson 1.18 Vishal Mega Mart 1.04 ABB India 1.82 SRF 0.9 Kwality Wall's (India) 0.03 Poly Medicure 1.28 ICICI Bank 7.86 Tech Mahindra 2.51 Cholamandalam Investment and Finance Company 2.27 Larsen & Toubro 4.36 Trent 0.49 Ather Energy 1.88 Interglobe Aviation 3.22 Axis Bank 2.27 Dixon Technologies (India) 0.54 Titan Company 2.55 Central Depository Services (India) 1.52 Jyoti CNC Automation 0.37 Bank of Baroda 1.64 PTC Industries 1.15 Max Healthcare Institute 2.07 Shriram Finance 1.09 Asian Paints 2.3 Hindalco Industries 0.98 Divi's Laboratories 1.13 Lodha Developers 0.51 Eicher Motors 2.82 Apollo Hospitals Enterprise 1.12 Torrent Pharmaceuticals 2.95 Eternal 3.07 Home First Finance Company India 0.76 HDFC Bank 7.22
Debt & Others (2.28%) Sector Allocation Repo 2.62 Net Payables -0.34 Debt Credit Ratings Debt Category Others 2.28
Comparison with same funds
Equity, Flexi Cap funds 360 ONE Liquid Fund Regular-Growth Ret 1M 0.42% Ret 1Y 6.06% Ret 3Y 6.73% Ret 5Y 5.72%
Equity, Flexi Cap funds 360 ONE Liquid Fund Regular-IDCW Daily Reinvestment Ret 1M 0.42% Ret 1Y 6.06% Ret 3Y 6.73% Ret 5Y 5.72%
Equity, Flexi Cap funds 360 ONE Liquid Fund Regular-IDCW Fortnightly Ret 1M 0.42% Ret 1Y 6.06% Ret 3Y 6.73% Ret 5Y 5.72%
Equity, Flexi Cap funds 360 ONE Liquid Fund Regular-IDCW Fortnightly Reinvestment Ret 1M 0.42% Ret 1Y 6.06% Ret 3Y 6.73% Ret 5Y 5.72%
Equity, Flexi Cap funds 360 ONE Liquid Fund Regular-IDCW Half Yearly Ret 1M 0.42% Ret 1Y 6.06% Ret 3Y 6.73% Ret 5Y 5.72%
Equity, Flexi Cap funds 360 ONE Liquid Fund Regular-IDCW Half Yearly Reinvestment Ret 1M 0.42% Ret 1Y 6.06% Ret 3Y 6.73% Ret 5Y 5.72%
Equity, Flexi Cap funds 360 ONE Liquid Fund Regular-IDCW Monthly Ret 1M 0.42% Ret 1Y 6.06% Ret 3Y 6.73% Ret 5Y 5.72%
Equity, Flexi Cap funds 360 ONE Liquid Fund Regular-IDCW Monthly Reinvestment Ret 1M 0.42% Ret 1Y 6.06% Ret 3Y 6.73% Ret 5Y 5.72%
Equity, Flexi Cap funds 360 ONE Liquid Fund Regular-IDCW Quarterly Ret 1M 0.42% Ret 1Y 6.06% Ret 3Y 6.73% Ret 5Y 5.72%
Equity, Flexi Cap funds 360 ONE Liquid Fund Regular-IDCW Quarterly Reinvestment Ret 1M 0.42% Ret 1Y 6.06% Ret 3Y 6.73% Ret 5Y 5.72%
Equity, Flexi Cap funds 360 ONE Liquid Fund Regular-IDCW Weekly Payout Ret 1M 0.42% Ret 1Y 6.06% Ret 3Y 6.73% Ret 5Y 5.72%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.81%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Sunaina da Cunha
Education Ms. Cunha is a B.Com (H) and MBA from FMS, Delhi.
Experience Prior to joining Aditya Birla Sun Life Asset Management Company, she has worked with Aditya Birla Management Corporation Ltd.
Dhaval Joshi
Education Mr. Joshi has done B.Com, M.Com. and MBA (Finance)
Experience Prior to joining Aditya Birla Sun Life Mutual Fund, he was associated with Sundaram Mutual Fund, Emkay Global Financial Services and Asit C Mehta Investment Intermediates Ltd..
Mohit Sharma
Education Mr. Sharma is B Tech (IIT - Madras) and PGDCM (IIM Calcutta).
Experience Prior to joining Aditya Birla Sun Life AMC, he ran his own healthcare-tech business (June 2012 - May 2015). he has also worked as an Interest Rates Trader in Standard Chartered Bank (May 2007 - June 2011) and ICICI Bank Ltd (June 2006 - April 2007). He started his career in the Equity Research in Irevna Ltd (June 2005 - June 2006).
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at moderately high risk
AMC and Fund details
Rank (total sets) 1
Date of Incorporation 2013-01-01
Total AUM 435493.47
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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