Item: Aditya Birla Sun Life Medium Term Plan Direct Plan Growth
Rating: 3
Author: Morningstar

Home › Mutual Funds › Aditya Birla Sun Life Mutual Fund › Aditya Birla Sun Life Medium Term Plan Direct Plan Growth

43.086 (0.126%)

NAV on May 16, 2025

Category Fixed income:
Medium Duration

Interest rate sensitivity
Credit quality

Moderate Sensitivity High Quality

Total Assets 2,338 cr

Turnover Ratio 138.15%

Expense Ratio 0.85%

Exit Load 2.00%if redeemed within
1 Years1.00%if redeemed within
2 Years0.00%if redeemed after 2 Years

Returns

Min Investment 1,000

Scheme suspended by AMC

Fund Manager Sunaina Cunha (Since over 10 years) Mohit Sharma (Since almost 5 years)

ISIN INF209K01XA9

Fund Family Aditya Birla Sun Life

Launch Date January 01, 2013

Benchmark CRISIL Medium Duration Debt TR INR

Avg. Maturity 4.83 years

Yield To Maturity (%) 7.68%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Kotak Medium Term Direct Growth	25.160	11.23%	1,925 cr	0.67%	Average
Axis Strategic Bond Fund Direct Growth Option	30.680	10.78%	1,930 cr	0.53%	Low
ICICI Prudential Medium Term Bond Fund Direct Plan Growth	48.961	10.38%	5,732 cr	0.74%	Low
SBI Magnum Medium Duration Fund Direct Growth	55.237	10.32%	6,605 cr	0.71%	Below Average

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Axis Strategic Bond Fund Direct Growth Option	30.680	10.78%	1,930 cr	0.53%	Low
HSBC Medium Duration Fund Direct Growth	22.253	10.65%	649 cr	0.4%	Average
Bandhan Bond Fund - Medium Term Plan - Direct Plan - Growth	49.836	10.38%	1,479 cr	0.6%	Above Average

Aditya Birla Sun Life Medium Term Plan Direct Plan Growth