Aditya Birla Sun Life Medium Term Plan Regular-Growth
Aditya Birla Sun Life Medium Term Plan Regular-Growth: Mutual Fund Overview
Aditya Birla Sun Life Medium Term Plan Regular-Growth is an Medium Duration mutual fund with over 17 years of performance history. The scheme manages an AUM of ₹3069.79 Cr and has a NAV of ₹42.1449. 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 9.09%.
Debt, Medium Duration, Principal at moderately high risk
1 Year Return 9.09% at 24 Mar 2026 04:17 PM
Fund Details
NAV 42.1449
Sub-Type Medium Duration
Rating 1
Min. SIP Amount ₹1000.0
Fund Age(Year) 17
Fund Size(in Crores) 3069.79
Fund Performance
1 Month -0.35%
3 Month 2.61%
6 Month 4.06%
1 Year 9.09%
3 Year 9.69%
5 Year 11.82%
Know This Fund
As on 24 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (97.15%) Market Cap Large Cap 51.65 Mid Cap 32.73 Small Cap 12.77 Top Sectors Financial 28.38 Healthcare 9.97 Energy 8.07 Services 7.93 Capital Goods 7.17 Automobile 6.33 Consumer Staples 4.76 Construction 4.73 Technology 4.49 Communication 3.82 Materials 3.41 Consumer Discretionary 2.88 Metals & Mining 2.61 Chemicals 2.43 Unclassified 0.18 Top Holding Kalyan Jewellers India 0.5 Trent 0.32 Tata Power Company 0.74 Ultratech Cement 1.7 Polycab India 1.57 Infosys 2.27 Bharti Hexacom 1.36 Bharat Petroleum Corporation 0.95 Berger Paints India 0.33 Motilal Oswal Financial Services 0.82 Prestige Estates Projects 1.46 FSN E-Commerce Ventures 1.47 The Federal Bank 1.66 Jubilant FoodWorks 1.56 United Breweries 1.17 Procter & Gamble Hygiene and Health Care 0.6 Emami 0.91 Fortis Healthcare 1.51 Larsen & Toubro 2.18 Gland Pharma 1.04 Kirloskar Oil Engines 1.27 Cholamandalam Investment and Finance Company 1.03 Bajaj Finance 1.45 Mahindra & Mahindra 1.73 Kotak Mahindra Bank 2.03 Axis Bank 3.27 Mahindra & Mahindra Financial Services 2.17 Lupin 1.51 Coromandel International 1.41 Apollo Tyres 0.79 ICICI Prudential Asset Management Company 0.18 Torrent Power 0.97 Jindal Steel 2.12 Hindustan Aero 1.31 Sun Pharmaceutical Industries 0.63 Adani Ports and Special Economic Zone 1.35 State Bank of India 3.94 Dr. Lal Pathlabs 1.15 Delhivery 0.79 PI Industries 1.02 Tata Motors 1.36 Varun Beverages 0.36 Schaeffler India 0.99 Mankind Pharma 1.31 IDFC First Bank 0.92 Tata Steel 0.49 Bharti Airtel 2.46 Devyani International 0.54 Affle 3I 0.86 Eternal 0.84 HDFC Bank 4.98 Coforge 0.53 ICICI Bank 2.61 ZF Commercial 0.88 JK Cement 1.38 UNO Minda 1.56 The Phoenix Mills 1.09 MCX 1.07 Bank of Baroda 1.92 Max Healthcare Institute 0.77 Marico 1.72 Hindustan Petroleum Corporation 1.34 Reliance Industries 4.06 Max Financial Services 1.58 Amber Enterprises India 2.38 Persistent Systems 0.59 Alkem Laboratories 2.05 Cummins India 2.03 Tech Mahindra 0.24
Debt & Others (2.85%) Sector Allocation Cash/Net Current Assets 0.73 Repo 2.12 Debt Credit Ratings Debt Category Others 2.85
Comparison with same funds
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
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.
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..
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.
Take Your Next Step
Aditya Birla Sun Life Medium Term Plan Regular-Growth FAQs
How to invest in Aditya Birla Sun Life Medium Term Plan Regular-Growth?
Investing in Aditya Birla Sun Life Medium Term Plan Regular-Growth through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for Aditya Birla Sun Life Medium Term Plan Regular-Growth in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of Aditya Birla Sun Life Medium Term Plan Regular-Growth?
The term expense ratio for Aditya Birla Sun Life Medium Term Plan Regular-Growth or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Aditya Birla Sun Life Medium Term Plan Regular-Growth is 1.56% as of 24 Mar 2026.
What is the NAV of Aditya Birla Sun Life Medium Term Plan Regular-Growth?
The NAV of Aditya Birla Sun Life Medium Term Plan Regular-Growth is ₹42.1449 as of 24 Mar 2026.
What is the AUM of Aditya Birla Sun Life Medium Term Plan Regular-Growth?
The AUM (Assets Under Management) of Aditya Birla Sun Life Medium Term Plan Regular-Growth is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Aditya Birla Sun Life Medium Term Plan Regular-Growth is ₹3069.79 Cr as of 24 Mar 2026.
What is the PE and PB ratio of Aditya Birla Sun Life Medium Term Plan Regular-Growth?
The PE ratio of Aditya Birla Sun Life Medium Term Plan Regular-Growth shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in Aditya Birla Sun Life Medium Term Plan Regular-Growth?
Yes, you can invest in Aditya Birla Sun Life Medium Term Plan Regular-Growth through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of Aditya Birla Sun Life Medium Term Plan Regular-Growth in the last 5 years?
The return of Aditya Birla Sun Life Medium Term Plan Regular-Growth in the last 5 years is 11.82%.
What is the minimum SIP investment required in Aditya Birla Sun Life Medium Term Plan Regular-Growth?
The minimum SIP investment in Aditya Birla Sun Life Medium Term Plan Regular-Growth depends on the fund's scheme rules and usually starts at a small amount. For Aditya Birla Sun Life Medium Term Plan Regular-Growth, the minimum SIP amount is ₹1000.0.
What is the current NAV of Aditya Birla Sun Life Medium Term Plan Regular-Growth?
The NAV of Aditya Birla Sun Life Medium Term Plan Regular-Growth, as of 24 Mar 2026, is ₹42.1449.
Who manages the Aditya Birla Sun Life Medium Term Plan Regular-Growth?
The fund managers responsible for Aditya Birla Sun Life Medium Term Plan Regular-Growth are:
- Sunaina da Cunha
- Mohit Sharma
- Dhaval Joshi