NAV
₹47.8653
as of 03 Aug 2026
Expense Ratio
—
see scheme documents
Lumpsum returns (CAGR)
- 1Y
- +9.26%
- 3Y
- +10.74%
- 5Y
- +12.84%
- Since Inception
- +9.79%
SIP returns (XIRR)
- 1Y
- +9.94%
- 3Y
- +11.05%
- 5Y
- +11.77%
- Since Inception
- +9.95%
Performance Comparison
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Fund Details
Available transactions
Portfolio holdings
portfolio shared with Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
- 1Government Of India (07/07/2040)10.31%
- 28.25% Bajaj Housing Finance Limited (27/05/2031)4.78%
- 37.27% National Bank For Agriculture And Rural Development (23/02/2029) **3.90%
- 46.66% National Bank For Agriculture And Rural Development (12/10/2028) **3.54%
- 59.25% Hinduja Leyland Finance Limited (09/07/2031)3.42%
- 67.44% National Bank For Agriculture And Rural Development (17/07/2029)3.13%
- 79.90% Oxyzo Financial Services Pvt Ltd (13/03/2029) **2.78%
- 85.00% Gmr Airport Ltd (13/02/2027) **2.61%
- 9Jtpm Metal Traders Pvt Ltd (29/09/2028) (Zcb) **2.56%
- 10Jubilant Bevco Ltd (31/05/2028) (Zcb) **2.56%
Investment Objective
Aditya Birla Sun Life Medium Term · Direct · Growth by Aditya Birla Sun Life Mutual Fund is a Medium Duration fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Medium Duration category.
About This Fund
Aditya Birla Sun Life Medium Term · Direct · Growth is a Medium Duration mutual fund offered by Aditya Birla Sun Life Mutual Fund. The fund has been operational for over 13 years.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations