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Aditya Birla Sun Life Medium Term Plan Regular Plan Growth
Debt medium
Overview ( as on 14/11/25 )
NAV
₹41.04
Last change
₹-0.02 -0.0%
Fund Size (AUM)
2775.06 Cr
Performance
12.52% (5Y)
Fund Details
Aditya Birla Sun Life Medium Term Plan Regular Plan Growth
as of 14/11/25
AUM
2775.06 Cr
Expense Ratio
1.57 %
Benchmark
CRISIL Medium Duration Debt TR INR
ISIN
INF209K01603
Fund Manager
Sunaina Cunha
Exit Load
2.0% if redeemed within 0-1 years
1.0% if redeemed within 1-2 years
0% if redeemed after 2 years
| Fund Performance | 1Y | 3Y | 5Y |
|---|---|---|---|
| Aditya Birla Sun Life Medium Term Plan Regular Plan Growth | 11.47% | 9.58% | 12.52% |
| CRISIL Medium Duration Debt TR INR | - | - | - |
Top 10 Holdings
6.79% Govt Stock 2034 |
11.19% |
7.1% Govt Stock 2034 |
7.24% |
7.18% Govt Stock 2033 |
6.83% |
Nuvama Wealth Finance Limited |
3.42% |
GMR Airports Limited |
2.88% |
Jubilant Bevco Limited |
2.8% |
Jtpm Metal TRaders Limited |
2.79% |
Indian Railway Finance Corporation Limited |
2.68% |
National Bank For Financing Infrastructure And Development |
2.54% |
Power Grid Corporation Of India Limited |
2.48% |
Sector Allocation
Real Estate |
41.43% |
Industrials |
26.98% |
Financial |
18.89% |
Utilities Services |
12.7% |
Asset Allocation
-
91%
Debt
-
5%
Others
-
4%
Equity
Risk and Return Category
Risk v/s Category
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Low
-
Below Average
-
Average
-
Above Average
-
High
Return v/s Category
-
Low
-
Below Average
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Average
-
Above Average
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High
Related Funds
-
Aditya BSL Medium Term Growth
Debt medium-
Returns
-
12.52% (5Y)
-
-
Aditya BSL Medium Term Qt IDCW-P
Debt medium-
Returns
-
12.43% (5Y)
-
-
Aditya BSL Medium Term IDCW-P
Debt medium-
Returns
-
12.18% (5Y)
-
-
Aditya BSL Medium Term HY IDCW-P
Debt medium-
Returns
-
12.35% (5Y)
-
-
Axis Strategic Bond Growth
Debt medium-
Returns
-
6.75% (5Y)
-
-
ICICI Pru Medium Term Bond Growth
Debt medium-
Returns
-
6.72% (5Y)
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