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Aditya Birla Sun Life Medium Term Plan Direct dividend payout
Fixed Income • Medium Duration • Direct dividend payout
Average credit rating
AA
CAGR
₹1,000 invested for 5 years
Fund Info
Fixed Income
Medium Duration
Direct dividend payout
Launched On
01 Jan 2013
13 years ago
Lock-in Period
No lock-in
NAV
as of 19 Dec 2025
₹18.18
+0.0275% (0.10)
AUM
₹2,864 Cr
Expense ratio
0.82%
Benchmark
Fund Plan
Annually
Tax info and exit load
Taxes
Units sold anytime
As per tax slab
Exit Load
If units sold before 1Y
2%
If units sold in between 1Y and 2Y
1%
If units sold after 2Y
0%
What's in this fund?
Credit Rating
Sectors
Holdings
Fund House
Aditya Birla Sun Life
Inc: 22 Apr 1994 • Total AUM: ₹3,93,236 Cr • Rank #5Aditya Birla Sun Life Mutual Fund, started in 1994, has Aditya Birla Capital Limited ("ABCL") as its sponsor. The fund house is headed by A. Balasubramanian as the CEO. As of 31 March 2024, it has an AUM of ₹315,239.30 Cr. It functions under the holding company Sun Life Financial Inc., with 78.9 lakh investor folios and a presence in over 290 locations across the country as of 30 September 2023.
Fund Managers
Sunaina Cunha
Experience: 14.43 yrs • Total AUM: 12,65,401 Cr
Mohit Sharma
Experience: 8.71 yrs • Total AUM: 9,06,729 Cr
Risk
Category risk
Moderately high
As provided by the fund house document, this risk is specific to this fund category (Fixed Income). To know the risk of this fund particularly, check 'Risk vs Category'.
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