DEBT•MEDIUM DURATION FUND
Aditya Birla Sun Life Medium Term Plan Direct Quarterly IDCW Payout
3 Year return
10.80%
NAV on August 11, 2026
14.5333
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
18.53%₹667
Total Value ₹4,267
Risk Involved
Your principal will be at
Very High Risk
Scheme Information
Asset Under Management
₹3,213.19 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
5
Tax Implications
Tax on gains as per your income tax bracket
Aditya Birla Sun Life Mutual Fund Manager
MS
Mohit Sharma
Fund Manager since Mar 2025
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 | 10.8006% | 4 |
| Kotak Medium Term Fund | 9.2287% | 4 |
| ICICI Prudential Medium Term Bond Fund | 8.673% | 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 Reinvestment12.5019%
Aditya Birla Sun Life Medium Term Plan Direct Quarterly Yearly IDCW Payout is an open-ended medium-term debt scheme mutual fund investment scheme from Aditya Birla Sun Life Mutual Fund. This fund offers quarterly-yearly interest distribution cum withdrawal (IDCW) options. The expense ratio of Aditya Birla Sun Life Medium Term Plan Direct Quarterly Yearly IDCW Payout is slightly higher than other Medium Term Plan Direct Quarterly IDCW Payout schemes.
Investment Objectives of the Scheme
The investment objective of the Aditya Birla Sun Life Medium Term Plan Direct Quarterly Yearly IDCW Payout is to generate regular income and capital appreciation over the medium term by investing in a diversified portfolio of high-quality debt securities that can offer potentially better returns than conventional fixed deposit savings plans.
Key Features of The Fund
5-year return
12.8923%
Expense Ratio
0.83%
Fund Manager
Mohit Sharma
Fund Size
₹3213.19 Cr.
Risk Profile
Moderately High
Is This Scheme Right for Me?
If you are looking to generate higher returns in the medium-term from investing in a diversified portfolio of debt instruments, you may find the Aditya Birla Sun Life Medium Term Plan Direct Half Yearly IDCW Payout an attractive investment option. However, the fund is exposed to high interest rates and credit risks. You should evaluate your individual risk tolerance level and consider if the scheme aligns with your overall investment plan before investing.
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.
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FAQs
What is today's NAV of Aditya Birla Sun Life Medium Term Plan Direct Quarterly 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 Quarterly IDCW Payout on August 11, 2026, is ₹14.5333
What is the AUM of Aditya Birla Sun Life Medium Term Plan Direct Quarterly 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 Quarterly IDCW Payout, is ₹3213.19 crore.
What is the expense ratio of Aditya Birla Sun Life Medium Term Plan Direct Quarterly 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 Quarterly IDCW Payout is 0.83%
What are the returns of Aditya Birla Sun Life Medium Term Plan Direct Quarterly IDCW Payout since inception?
The Aditya Birla Sun Life Medium Term Plan Direct Quarterly 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 Quarterly 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 Quarterly IDCW Payout is ₹1000.
How do I invest in Aditya Birla Sun Life Medium Term Plan Direct Quarterly 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 Quarterly 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 Quarterly 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 Quarterly 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
₹
₹4,267 in 3Y at 10.7963% returns
SIP Date1st of every month
Your next SIP Payment will be on 11 September 2026
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