Aditya Birla Sun Life Medium Term Plan Regular Plan Growth

Fixed IncomeMedium Duration

42.07

-0.07(-0.17%)

NAV as on 06 Feb, 2026

CAGR

9.94%

Top Performer

This scheme has consistently delivered the best returns in its Medium Duration category across 1Y, 3Y, 5Y, 7Y & 10Y.

Returns

AUM (Crs.)2,904.91
Expense Ratio1.57 %
Sharpe Ratio / Category Average1.67 / 0.65
Standard Deviation / Category Average1.81 / 1.80
Beta / Category Average0.57 / 0.93
Portfolio Turnover / Category Average102.10 / 108.19
Top 5 Debt Holdings Wt.31.52
Top 10 Debt Holdings Wt.45.83
Investment StyleMid Value
Morningstar Rating

Performance

LumpsumSIPQuarterlyBest & Worst

Absolute and Annualised Returns

Yearly Returns

Returns Calculator

Portfolio

Asset Allocation

Equity%
Debt%
Cash%
Derivatives%

Weightage by Credit Rating

Concentration

No. of Debt Holdings--
Top 10 Debt Holdings--
Top 5 Debt Holdings--

View Holdings

Fundamentals

Measures	Fund

Risk Metrics

Peers

1Y3Y5Y10Y

Mutual Fund	AUM (cr.)	3YReturns

Holdings

Stocks

Sector

About

Fund Manager(s)Check History
Mohit Sharma, Sunaina Cunha
Launch Date25 Mar, 2009
BenchmarkS&P BSE 500

Objective

The investment objective of the Scheme is to generate regular income and capital appreciation by predominantly investing in a portfolio of debt securities with medium term maturity.

Riskometer

More Funds From

Fund Name	Morningstar Rating	AUM (cr.)	1Y Returns	3Y Returns	5Y Returns