Aditya Birla Sun Life Medium Term Plan Regular-IDCW Reinvestment
Aditya Birla Sun Life Medium Term Plan Regular-IDCW Reinvestment: Mutual Fund Overview
Aditya Birla Sun Life Medium Term Plan Regular-IDCW Reinvestment 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 ₹16.0879. 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 07:00 PM
Fund Details
NAV 16.0879
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 (80.13%) Market Cap Mid Cap 11.05 Large Cap 50.01 Small Cap 19.07 Top Sectors Financial 19.67 Capital Goods 9.96 Energy 7.78 Consumer Staples 7.16 Automobile 7.03 Healthcare 4.2 Chemicals 3.56 Communication 3.19 Services 3 Metals & Mining 3 Consumer Discretionary 2.25 Materials 2.23 Construction 1.91 Technology 1.69 Insurance 1.4 Unclassified 1.1 Textiles 1 Top Holding Deepak Nitrite 0.96 Titagarh Rail Systems 0.76 Bharat Heavy Electricals 0.19 ICICI Bank 3.34 Siemens 0.49 HEG 2.42 Inox India 1.08 Adani Ports and Special Economic Zone 2.35 Coforge 0.77 Vedanta 1.25 Dr. Reddy's Laboratories 1.86 CMS Info Systems 0.6 Kotak Mahindra Bank 1.5 Canara Bank 0.23 Bharat Electronics 1.86 Tata Power Company 0.98 Power Fin. Corp. 0.3 Reliance Industries 2.27 Siemens Energy India 1.02 Varun Beverages 0.33 Interglobe Aviation 0.03 HDFC Bank 3.27 Bank of Baroda 1.12 Zaggle Prepaid Ocean Services 0.92 LG Electronics India 2.25 Hindustan Aero 2.97 Quality Power Electrical Equipments 2.03 Indian Bank 2.08 State Bank of India 4.08 Swan Corp 1.8 NTPC 2.63 ZF Commercial 1.08 DLF 0.11 ITC 3.04 Triveni Engineering & Inds. 1.27 K.P.R. Mill 1 SBI Cards 1.33 Bharat Forge 1.31 Tata Motors 1.87 NTPC Green Energy 0.88 Jupiter Wagons 0.02 SBI Life Insurance Company 1.4 Prudent Corporate Advisory Services 1.4 Advanced Enzyme Technologies 0.08 Acutaas Chemicals 2.34 Balrampur Chini Mills 1.31 Tata Steel 0.67 UNO Minda 2.01 ICICI Prudential Asset Management Company 1.1 Bharti Airtel 3.19 Coromandel International 2.52 Britannia Industries 1.21 Ambuja Cements 2.23 Max Financial Services 1.02
Debt & Others (19.87%) Sector Allocation Certificate of Deposit 5.42 Repo 12.05 Net Receivables 0.13 Debt Credit Ratings Debt Category Export-Import Bank 0.36 Indian Bank 1.78 Union Bank of India 0.85 Others 12.18
Comparison with same funds
Equity, Flexi Cap funds 360 ONE ELSS Tax Saver Nifty 50 Index Fund Regular - Growth Ret 1M -7.99% Ret 1Y 6.7% Ret 3Y 11.67% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE ELSS Tax Saver Nifty 50 Index Fund Regular - IDCW Ret 1M -7.99% Ret 1Y 6.7% Ret 3Y 11.67% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-Growth Ret 1M -8.13% Ret 1Y 10.54% Ret 3Y 14.2% Ret 5Y 7.62%
Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-IDCW Ret 1M -8.13% Ret 1Y 10.54% Ret 3Y 14.2% Ret 5Y 7.62%
Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-IDCW Reinvestment Ret 1M -8.13% Ret 1Y 10.54% Ret 3Y 14.2% Ret 5Y 7.62%
Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-Growth Ret 1M -7.14% Ret 1Y 5.72% Ret 3Y 13.98% Ret 5Y 7.51%
Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-IDCW Payout Ret 1M -7.14% Ret 1Y 5.72% Ret 3Y 13.98% Ret 5Y 7.51%
Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-IDCW Reinvestment Ret 1M -7.14% Ret 1Y 5.72% Ret 3Y 13.98% Ret 5Y 7.51%
Equity, Flexi Cap funds Bajaj Finserv ELSS Tax Saver Fund Regular-Growth Ret 1M -7.18% Ret 1Y 5.7% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv ELSS Tax Saver Fund Regular-IDCW Ret 1M -7.18% Ret 1Y 5.7% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan ELSS Tax Saver Fund Regular-Growth Ret 1M -6.5% Ret 1Y 9.56% Ret 3Y 14.29% Ret 5Y 13.96%
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
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).
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..
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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