Aditya Birla Sun Life Medium Term Plan Institutional Growth

Aditya Birla Sun Life Medium Term Plan Institutional Growth

Debt

Aditya Birla Sun Life Mutual Fund

Medium Duration

Get the latest NAV of Aditya Birla Sun Life Medium Term Plan Institutional Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹22.14

▼-0.1%1D

NAV as on 04 Apr 2019

8.25%/per year

Since Inception

Absolute Gain%

▲▼

Aditya Birla Sun Life Medium Term Plan Institutional Growth Performance vs. Medium Duration Index

Fund returns vs Benchmark returns vs Category Average returns as on (04-Apr-19)

The fund has outperformed the benchmark (Medium Duration Index) over 3Y, 5Y, but underperformed over 1Y.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
1.39%
0.11%
2.7%
3.69%
6.84%
8.43%
Medium Duration Index
0.45%
1.27%
2.06%
4.82%
5.95%
7.09%
Medium Duration Avg
0.45%
1.33%
2.06%
5.3%
7.37%
6.95%
Best in Medium Duration
0.94%
1.96%
4.66%
9.4%
10.55%
12.73%
Worst in Medium Duration
0.11%
0.79%
1.33%
3.74%
6.08%
5%
Category Rank
6/8
7/8
6/8
7/8
7/8
--

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Aditya Birla Sun Life Medium Term Plan Institutional Growth
5/8
3,078Cr
1.56%
3.69%
6.84%
-0.61
0.81
0.15
0.20
-0.72
HDFC Medium Term Debt Fund
-
3,841Cr
1.27%
9.6%
7.66%
-0.18
--
--
0.47
-0.03
Nippon India Strategic Debt Fund
-
102Cr
1.09%
9.85%
7.46%
-0.30
--
--
0.31
-0.22
Kotak Medium Term Fund
-
1,925Cr
1.63%
10.03%
7.64%
-0.25
--
--
0.34
-0.13
See all

Aditya Birla Sun Life Medium Term Plan Institutional Growth Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

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Total Investment

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Total Corpus

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Absolute Return
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Aditya Birla Sun Life Medium Term Plan Institutional Growth Asset Allocation

See fund asset allocation details as on (13-Apr-26)

Fund Distribution

as on (13-Apr-26)

Debt allocation has gone up from 90.2% to 91.8%
Debt allocation has gone up from 90.2% to 91.8%
Cash allocation has gone down from 5.3% to 3.5%
Cash allocation has gone down from 5.3% to 3.5%

Aditya Birla Sun Life Medium Term Plan Institutional Growth Sector Allocation

See fund sector allocation details as on (13-Apr-26)

Sector Allocation

Real Estate
42%
Industrial
27.4%
Financial Services
18.2%
Utilities
12.3%

Top 3 Sectors in March were Corporate, Real Estate & Government

Mar'26

Corporate

63%

Real Estate

37%

Government

34%

Feb'26

Corporate

60%

Real Estate

38%

Government

34%

Aditya Birla Sun Life Medium Term Plan Institutional Growth Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio1.56%
Benchmark
CRISIL Medium Duration Debt TR INR
AUM₹3078 Cr
Inception Date25 March, 2009
Min Lumpsum/SIP--/--
Exit Load
2.0%
Lock InNo Lock-in
TurnOver
102.1%
Risk
Risk meter
pointer
Moderately High risk

About Aditya Birla Sun Life Medium Term Plan Institutional Growth

Aditya Birla Sun Life Medium Term Plan Institutional Growth is a debt fund. This fund was started on 25 March, 2009. The fund is managed by Mohit Sharma, Sunaina Cunha. This fund is suitable to keep your money safe.

Key Parameters

  1. Aditya Birla Sun Life Medium Term Plan Institutional Growth has ₹3078 Cr worth of assets under management (AUM) as on Apr 2026 and is more than category average.
  2. The fund has an expense ratio 1.6.

Returns

Aditya Birla Sun Life Medium Term Plan Institutional Growth has given a CAGR return of 8.25% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 3.69%, 6.84% and 8.43% respectively.

Holdings

Aditya Birla Sun Life Medium Term Plan Institutional Growth has allocated its funds majorly in Corporate, Real Estate, Government, Industrial, Utilities, Financial Services, Cash Equivalent. Its top holdings are 7.1% Govt Stock 2034, National Bank For Agriculture And Rural Development, National Bank For Agriculture And Rural Development, Hinduja Leyland Finance Limited, 6.48% Govt Stock 2035

Taxation

As it is a medium duration mutual fund the taxation is as follows:
If the fund is debt oriented i.e. asset allocation of more than 65% in debt instruments:
Invested before 1 April 2023 and held for less than 24 months, STCG will be taxed at your income slab rate.
Invested before 1 April 2023 and held for more than 24 months, LTCG will be taxed at 12.5%.
Invested after 1 April 2023, capital gains will be taxed at your income slab rate.
Dividends will always be taxed at slab rate.

Investment objective of Aditya Birla Sun Life Medium Term Plan Institutional Growth

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.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 0.00 and for SIP is INR 0.00. Aditya Birla Sun Life Medium Term Plan Institutional Growth has no lock in period.

Fund Manager

Mohit Sharma

Fund Manager of Aditya Birla Sun Life Medium Term Plan Institutional Growth, since 6 August 2020

Sunaina Cunha

Fund Manager of Aditya Birla Sun Life Medium Term Plan Institutional Growth, since 1 September 2014

Learn more about Aditya Birla Sun Life Mutual Fund
Parameters
Mar'26
Feb'26
Jan'26
AUM
₹ 3.1K Cr
₹ 3.1K Cr
₹ 3K Cr
  • AUM of the fund stands at 3.1K Cr as of Mar'26
  • AUM increased by 15.4 Cr between Mar'26 and Feb'26

Frequently Asked Questions for Aditya Birla Sun Life Medium Term Plan Institutional Growth

How do I invest in Aditya Birla Sun Life Medium Term Plan Institutional Growth?

INDmoney makes it simple to invest in the Aditya Birla Sun Life Medium Term Plan Institutional Growth. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Aditya Birla Sun Life Medium Term Plan Institutional Growth’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of Aditya Birla Sun Life Medium Term Plan Institutional Growth?

The NAV of the fund today is ₹22.14. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Aditya Birla Sun Life Medium Term Plan Institutional Growth fund has generated a return of 3.69% in 1 year, 6.84% in 3 years, 8.43% in 5 years.

Who is the fund manager of Aditya Birla Sun Life Medium Term Plan Institutional Growth?

The fund managers are Mohit Sharma, Sunaina Cunha.

What is the exit load of the fund?

The exit load is 2% if redeemed in 0-1 Years, 1% if redeemed in 1-2 Years. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 1.56%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹3078 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Aditya Birla Sun Life Medium Term Plan Institutional Growth?

The top 3 holdings of the fund are 7.1% Govt Stock 2034(6.92%), National Bank For Agriculture And Rural Development(4.03%), National Bank For Agriculture And Rural Development(3.66%)