Aditya Birla SL Medium Term Plan - Direct (G) logo

Aditya Birla SL Medium Term Plan Direct Growth

NAV ₹44.95 as on 24 Dec 2025

RiskModerately High

Fund Size₹2,886.05Cr

NAV₹44.95 as on 24 Dec 2025
RiskModerately High
Fund Size₹2,886.05Cr

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Investment Details
Top Rated Funds

Lock-in

No Lock-in

Min One Time Amount

₹1,000

Min Withdrawal Amount

₹-

Min SIP Amount

₹1,000

Min Additional Amount

₹1,000

Exit Load

In respect of each purchase / switch-in of Units, ipto 15% of the units may be redeemed /swiched-out without any exit load from the date of allotment. Any redemption in excess of the above limit shall be subject to the following exit load: For redeemed / switched out of units on or before 1 year from the date of allotment: 2.00% of the applicable NAV. For redeemed / switched out of units after 1 year but on or before 2 years from the date of allotment: 1.00% of the applicable NAV. For redeemed / switched out of units after 2 years from the date of allotment: NIL

Basic Details

Age

12 years 11 months (Since Jan 01, 2013)

Return since Launch

9.71%

Expense ratio

0.82%

Type

OPEN

AUM (Fund Size)

₹2,886.05

Risk Grade

Moderately High

Benchmark

CRISIL Medium Duration Debt A-III Index

Calculate Your Returns
Select Duration
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Returns
Total investment of ₹2,40,000
Would have become ₹61,949 (+209.74%)
Fund Manager

Name:

Sunaina da Cunha

Experience:

She has over 15 years of experience in credit evaluation and research. Prior to joining ABSLAMC, she worked with Aditya Birla Management Corporation Ltd as Group Management Trainee.

Asset Allocation

Currently, data not available

See All

GSEC2034 19.97%

GSEC2033 6.61%

Power Fin.Corpn. 3.95%

Nuvama Wealth. 3.32%

I R F C 3.21%

JSW Energy 3.13%

Net CA & Others 2.94%

Hinduja Ley.Fin. 2.91%

GMR Airports 2.81%

Jubilant Bevco 2.73%

JTPM Metal Trade 2.73%

Vedanta 2.61%

SK Finance 2.60%

Kogta Financial 2.48%

Power Grid Corpn 2.40%

GSEC2035 2.30%

C C I 2.23%

Narayana Hrudaya 2.11%

Hero Housing Fin 2.09%

SIS 2.00%

JSW Steel 1.73%

H U D C O 1.72%

ERIS Lifescience 1.68%

Hinduja Housing 1.60%

360 One Prime 1.57%

IKF FINANC SER 1.55%

Adani Airport 1.39%

GSEC2036 1.28%

NTPC 1.19%

IRB InvIT Fund 1.11%

Bharti Telecom 1.04%

Nexus Select 1.02%

Interise 0.97%

NABFID 0.87%

Aditya Birla Hsg 0.87%

Avanse Fin. Ser. 0.87%

Indus Inf. Trust 0.78%

Embassy Off.REIT 0.74%

Delhi Intl.Airp. 0.71%

PCBL Chemical 0.59%

IndiGrid Trust 0.52%

Vertis Infra. 0.44%

SBI - CDMDF - A2 Units 0.25%

REC Ltd 0.22%

GSEC2028 0.13%

GSEC2029 0.01%

GSEC2026 0.00%

See All
Scheme Holding Summary

Debt Others

69.69%

Govt. Securities

30.31%

See All

Govt. Securities

Debt Others

Nuvama Wealth Finance Ltd

3.32%

Hinduja Leyland Finance Ltd

2.91%

Jubilant Bevco Ltd

2.73%

JTPM Metal Traders Pvt Ltd

2.73%

SK Finance Ltd

2.60%

Kogta Financial (India) Ltd

2.48%

Clearing Corporation of India Ltd

2.23%

Hero Housing Finance Ltd

2.09%

SIS Ltd

2.00%

Hinduja Housing Finance Ltd

1.60%

360 One Prime Ltd

1.57%

Ikf Financial Services Pvt Ltd

1.55%

Adani Airport Holdings Ltd

1.39%

NTPC Ltd

1.19%

Bharti Telecom Ltd

1.04%

National Bank for Financing Infrast. & Development

0.87%

Aditya Birla Housing Finance Ltd

0.87%

Avanse Financial Services Ltd

0.87%

Delhi International Airport Pvt Ltd

0.71%

REC Ltd

0.22%
See All
RiskometerLevel of risk in the scheme
Moderate
High
Low
Very
High

Your investment will be at Moderately High Risk

Fund house & investment objective
Rank (total assets)#6 in India
Total AUM₹4,28,065.94Cr
Date of Incorporation05 Sep 1994
Aditya Birla SL Medium Term Plan Direct Growth is a Debt Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 01 Jan 2013. The fund currently has an Asset Under Management(AUM) of ₹4,28,065.94 Cr and the Latest NAV as of 24 Dec 2025 is ₹44.95.
The Aditya Birla SL Medium Term Plan Direct Growth is rated Moderately High. Minimum SIP Investment is set to ₹1,000 . Minimum Lumpsum Investment is ₹1,000. Exit load of In respect of each purchase / switch-in of Units, ipto 15% of the units may be redeemed /swiched-out without any exit load from the date of allotment. Any redemption in excess of the above limit shall be subject to the following exit load: For redeemed / switched out of units on or before 1 year from the date of allotment: 2.00% of the applicable NAV. For redeemed / switched out of units after 1 year but on or before 2 years from the date of allotment: 1.00% of the applicable NAV. For redeemed / switched out of units after 2 years from the date of allotment: NIL .
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Returns and Rankings

Category: Debt Medium Duration Fund

1Y3Y5YAll
Fund returns11.43%3.27%2.39%0.78%
Category average7.92%2.50%1.33%-
Rank within category111-

FAQ’s

What kind of returns does Aditya Birla SL Medium Term Plan Direct Growth provide?

Aditya Birla SL Medium Term Plan Direct Growth has given a return of 10.12% in the past 3 years.

What is the expense ratio charged by Aditya Birla SL Medium Term Plan Direct Growth?

The Expense Ratio charged by Aditya Birla SL Medium Term Plan Direct Growth is 0.82%.

What is the AUM size of Aditya Birla SL Medium Term Plan Direct Growth?

The AUM size of Aditya Birla SL Medium Term Plan Direct Growth is ₹2,886.05Cr.

What is the minimum SIP amount that you can invest in Aditya Birla SL Medium Term Plan Direct Growth?

₹1,000 is the minimum SIP amount that you can invest in Aditya Birla SL Medium Term Plan Direct Growth .

What are the top stock holdings of Aditya Birla SL Medium Term Plan Direct Growth?

The top stock holdings of Aditya Birla SL Medium Term Plan Direct Growth include

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