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DEBT•MEDIUM DURATION FUND

Aditya Birla Sun Life Medium Term Plan Direct Quarterly IDCW Payout

3 Year return

10.17%
NAV on December 12, 2025
14.1026
1D Returns
0%
Launched on January 2013(12 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
17.33%₹624
Total Value ₹4,224

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹2,863.79 Cr.
Expense Ratio
0.82% (inclusive of GST)
Exit Load
In respect of each purchase / switch-in of Units, ipto 15% of the units may be redeemed /swiched-out without any exit load from the date of allotment. Any redemption in excess of the above limit shall be subject to the following exit load: For redeemed / switched out of units on or before 1 year from the date of allotment: 2.00% of the applicable NAV. For redeemed / switched out of units after 1 year but on or before 2 years from the date of allotment: 1.00% of the applicable NAV. For redeemed / switched out of units after 2 years from the date of allotment: NIL

Ratings

ARQ Rating
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 2021

SD

Sunaina da Cunha

Fund Manager since Apr 2017

Fund House Details

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Mutual Fund

Asset management company

AUM
₹4,28,065.94 Cr.
No. of Schemes
244
Setup Date
September 1994

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Aditya Birla Sun Life Medium Term10.1711%
4
Nippon India Medium Duration Fund8.8699%
2
Kotak Medium Term Fund8.9725%
4

Schemes by Aditya Birla Sun Life Mutual Fund

List of mutual fund schemes by AMC

About Aditya Birla Sun Life Medium Term Plan Direct Quarterly IDCW Payout

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
12.65%
Expense Ratio
0.82%
Fund Manager
Mohit Sharma
Fund Size
₹2863.79 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

NameAditya Birla Sun Life Mutual Fund
Launch DateSeptember 1994
AddressOne India Bulls Centre, Tower-1, 17th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road, Mumbai, 400013
Contact1-800-22-7000
Emailcare.mutualfunds@adityabirlacapital.com
Websitehttps://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

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 null on December 12, 2025, is ₹14.1026
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 null, is ₹2863.79 crore.
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 null is 0.82%
The null was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
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 null is ₹undefined.
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ENTER AMOUNT

₹
₹4,224 in 3Y at 10.1695% returns
SIP Date1st of every month

Your next SIP Payment will be on 13 January 2026

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