Medium TermModerately High
Aditya Birla Sun Life Medium Term · Direct · Growth
NAV
₹48.0310
as of 30 Sept 2026
Expense Ratio
—
see scheme documents
Viewing Direct · Growth
Riskometer
Moderately High
Lumpsum returns (CAGR)
- 1Y
- +8.68%
- 3Y
- +10.53%
- 5Y
- +12.64%
- Since Inception
- +9.70%
SIP returns (XIRR)
- 1Y
- +7.97%
- 3Y
- +10.20%
- 5Y
- +11.17%
- Since Inception
- +9.80%
Performance Comparison
Sectoral allocation
as of 31 Aug 2026- Realty0.92%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Fund HouseAditya Birla Sun Life Mutual Fund
CategoryMedium Term
Launch Date02 Jan 2013
AMFI Code119539
Transaction facts
Min. Lumpsum₹1,000
Min. SIP₹1,000
Exit LoadFor redemption / switch-out of units on or before 1 year from the date of allotment: 1.00% of applicable NAV For redemption / switch-out of units after 1 year Nil
Available transactions
PurchaseSIPRedeemSWPSwitchSTPDemat
Portfolio holdings
as of 31 Aug 2026
portfolio shared with Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Holding% NAV
- 1Government Of India (11/05/2036)12.94%
- 28.25% Bajaj Housing Finance Ltd. (27/05/2031)4.55%
- 37.27% National Bank For Agriculture And Rural Development (23/02/2029) **3.73%
- 46.66% National Bank For Agriculture And Rural Development (12/10/2028) **3.40%
- 59.25% Hinduja Leyland Finance Ltd. (09/07/2031)3.29%
- 68.66% Cholamandalam Investment & Finance Co. Ltd. (23/02/2033) **3.12%
- 79.90% Oxyzo Financial Services Pvt. Ltd. (13/03/2029) **2.67%
- 85.00% Gmr Airports Ltd. (13/02/2027) **2.55%
- 9Jubilant Bevco Ltd. (31/05/2028) (Zcb) **2.49%
- 10Jtpm Metal Traders Ltd. (29/09/2028) (Zcb) **2.49%
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Investment objective — in the AMC’s words
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.
About This Fund
Aditya Birla Sun Life Medium Term · Direct · Growth is a Medium Term 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