DEBT•MEDIUM DURATION FUND
Aditya Birla Sun Life Medium Term Plan Direct IDCW Payout
3 Year return
10.81%
NAV on August 14, 2026
18.3152
1D Returns
+0.01%
Launched on January 2013(13 years)
Investment Details
₹1000
Minimum SIP Amount
₹1000
Minimum one time investment
Fund has no lock-in period
Calculate Returns
Based on past performance of this fund
₹
Your Investment₹3,600
Gain
18.56%₹668
Total Value ₹4,268
Risk Involved
Your principal will be at
Very High Risk
Scheme Information
Asset Under Management
₹3,280.19 Cr.
Expense Ratio
0.83% (inclusive of GST)
Exit Load
For 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
Ratings
4
Ratings by other agencies
Value Research
5
Crisil
2
Morning Star
4
Tax Implications
Tax on gains as per your income tax bracket
Aditya Birla Sun Life Mutual Fund Manager
MS
Mohit Sharma
Fund Manager since Apr 2017
SD
Sunaina da Cunha
Fund Manager since Apr 2017
Fund House Details
Aditya Birla Sun Life Mutual Fund
Asset management company
AUM
₹4,32,523.84 Cr.
No. of Schemes
238
Setup Date
September 1994
Peer Comparison
Comparison with other similar funds
| Funds | 3 Y Returns | ARQ Rating |
|---|---|---|
| Aditya Birla Sun Life Medium Term | 10.8277% | 4 |
| Kotak Medium Term Fund | 9.2509% | 4 |
| ICICI Prudential Medium Term Bond Fund | 8.7411% | 5 |
Schemes by Aditya Birla Sun Life Mutual Fund
List of mutual fund schemes by AMC
Funds
3 Years Returns
Other . FoFs Domestic
Aditya Birla Sun Life Aggressive Hybrid Omni FoF Direct IDCW Reinvestment12.5187%
Aditya Birla Sun Life Medium Term Plan Direct IDCW Payout is a debt fund from Aditya Birla Mutual Fund. The fund invests in a diversified portfolio of sovereign G-secs, SDLs, and PSU/corporate bonds to generate higher returns than conventional fixed-income investment options.
Aditya Birla Sun Life Medium Term Plan Direct IDCW Payout is a debt fund with an average Macaulay duration of the portfolio between 3-4 years. Hence, it exposes the fund’s corpus to relatively high interest rates and credit risks.
Investment Objectives of the Scheme
The investment objective of the fund is to generate regular income and capital appreciation by predominantly investing in a diversified portfolio of high-quality debt securities of medium-term maturity. The average holding period of the fund is 3-5 years.
Key Features of The Fund
5-year return
12.9095%
Expense Ratio
0.83%
Fund Manager
Mohit Sharma
Fund Size
₹3280.19 Cr.
Risk Profile
Moderately High
Is This Scheme Right for Me?
Investors looking for low-risk investments with medium-term capital appreciation might find the Aditya Birla Sun Life Medium Term Plan Direct IDCW Payout an attractive investment option. Also, if you are looking to diversify your portfolio into debt securities, you may consider investing in the scheme. You must evaluate your individual risk tolerance level and overall financial plans before investing in the scheme.
AMC Contact Details
| Name | Aditya Birla Sun Life Mutual Fund |
| Launch Date | September 1994 |
| Address | One India Bulls Centre, Tower-1, 17th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road, Mumbai, 400013 |
| Contact | 1-800-22-7000 |
| care.mutualfunds@adityabirlacapital.com | |
| Website | https://mutualfund.adityabirlacapital.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
SIP or Lump Sum? We Can Help You Decide!
Simplify the decision-making process between SIP and lump sum investments using our user-friendly systematic investment plan calculator. Armed with accurate insights, effortlessly make informed decisions to maximise your returns. By optimising your investment strategy, you can effectively leverage your funds for optimal gains, setting the stage for financial success.
FAQs
What is today's NAV of Aditya Birla Sun Life Medium Term Plan Direct IDCW Payout?
NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Aditya Birla Sun Life Medium Term Plan Direct IDCW Payout on August 14, 2026, is ₹18.3152
What is the AUM of Aditya Birla Sun Life Medium Term Plan Direct IDCW Payout?
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Aditya Birla Sun Life Medium Term Plan Direct IDCW Payout, is ₹3280.19 crore.
What is the expense ratio of Aditya Birla Sun Life Medium Term Plan Direct IDCW Payout?
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of Aditya Birla Sun Life Medium Term Plan Direct IDCW Payout is 0.83%
What are the returns of Aditya Birla Sun Life Medium Term Plan Direct IDCW Payout since inception?
The Aditya Birla Sun Life Medium Term Plan Direct IDCW Payout was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
What is the minimum SIP amount to invest in Aditya Birla Sun Life Medium Term Plan Direct IDCW Payout?
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Aditya Birla Sun Life Medium Term Plan Direct IDCW Payout is ₹1000.
How do I invest in Aditya Birla Sun Life Medium Term Plan Direct IDCW Payout?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Aditya Birla Sun Life Medium Term Plan Direct IDCW Payout?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Aditya Birla Sun Life Medium Term Plan Direct IDCW Payout?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Aditya Birla Sun Life Medium Term Plan Direct IDCW Payout?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
ENTER AMOUNT
₹
₹4,268 in 3Y at 10.8131% returns
SIP Date1st of every month
Your next SIP Payment will be on 14 September 2026
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