Aditya Birla Sun Life Medium Term Plan Regular-IDCW Half Yearly
Aditya Birla Sun Life Medium Term Plan Regular-IDCW Half Yearly: Mutual Fund Overview
Aditya Birla Sun Life Medium Term Plan Regular-IDCW Half Yearly is an Medium Duration mutual fund with over 16.96 years of performance history. The scheme manages an AUM of ₹3069.79 Cr and has a NAV of ₹14.0502. 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 10.22%.
Debt, Medium Duration, Principal at moderately high risk
1 Year Return 10.22% at 12 Mar 2026 06:59 PM
Fund Details
NAV 14.0502
Sub-Type Medium Duration
Rating 1
Min. SIP Amount ₹1000.0
Fund Age(Year) 16.96
Fund Size(in Crores) 3069.79
Fund Performance
1 Month 0.52%
3 Month 3.06%
6 Month 4.93%
1 Year 10.22%
3 Year 9.99%
5 Year 11.97%
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 (0%) Market Cap Top Sectors Construction 2.15 Top Holding
Debt & Others (100%) Sector Allocation Non Convertible Debenture 9 Alternative Investment Fund 0.26 Debenture 50.74 Debt Credit Ratings AAA 22.41 AA 22.29 SOV 20.86 A+ 8.21 AA+ 7 Debt Category IRB InvIT Fund 1.06 National Bank Agr. Rur. Devp 8.29 Gaursons India Pvt. 2.2 Eris Lifesciences 1.57
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-Growth Ret 1M 0.52% Ret 1Y 10.22% Ret 3Y 9.99% Ret 5Y 11.97%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Ret 1M 0.52% Ret 1Y 10.22% Ret 3Y 9.99% Ret 5Y 11.97%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Half Yearly Ret 1M 0.52% Ret 1Y 10.22% Ret 3Y 9.99% Ret 5Y 11.97%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Half Yearly Reinvestment Ret 1M 0.52% Ret 1Y 10.22% Ret 3Y 9.99% Ret 5Y 11.97%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Quarterly Ret 1M 0.52% Ret 1Y 10.22% Ret 3Y 9.99% Ret 5Y 11.97%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Quarterly Reinvestment Ret 1M 0.52% Ret 1Y 10.22% Ret 3Y 9.99% Ret 5Y 11.97%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Reinvestment Ret 1M 0.52% Ret 1Y 10.22% Ret 3Y 9.99% Ret 5Y 11.97%
Equity, Flexi Cap funds Axis Strategic Bond Fund Regular-Bonus Ret 1M 0.65% Ret 1Y 8.01% Ret 3Y 8.13% Ret 5Y 6.85%
Equity, Flexi Cap funds Axis Strategic Bond Fund Regular-Growth Ret 1M 0.65% Ret 1Y 8.01% Ret 3Y 8.13% Ret 5Y 6.85%
Equity, Flexi Cap funds Axis Strategic Bond Fund Regular-IDCW Half Yearly Payout Ret 1M 0.65% Ret 1Y 8.01% Ret 3Y 8.13% Ret 5Y 6.85%
Equity, Flexi Cap funds Axis Strategic Bond Fund Regular-IDCW Half Yearly Reinvestment Ret 1M 0.65% Ret 1Y 8.01% Ret 3Y 8.13% Ret 5Y 6.85%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.56%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
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).
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.
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 2009-03-25
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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