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Aditya Birla Sun Life Medium Term Fund Regular Plan Growth

Aditya Birla Sun Life Medium Term Fund Regular Plan Growth

Moderately High risk
Fixed Income
Medium Duration
▲ 9.68%3Y Annualized
-0.11%1D Returns

NAV (15 Oct ’26)

₹43.66

Min SIP Amount

₹1,000.00

Fund Size (AUM)

₹3,369.72 Cr

Mutual Fund SIP Calculator

₹
/Month
₹100₹10L
Years
1Y40Y
%
1%30%
% /Year
0%25%

About Aditya Birla Sun Life Medium Term Fund Regular Plan Growth

Aditya Birla Sun Life Medium Term Fund Regular Plan Growth is a Medium Duration mutual fund scheme from Aditya Birla Sun Life AMC Ltd. The fund was launched on 25 March 2009 and is managed by Sunaina Da Cunha and Mohit Sharma. As of 15 October 2026, the fund has an AUM of ₹3,369.72 Cr and its latest NAV is ₹43.66. The fund has a Moderately High risk risk rating.

The fund allows minimum SIP of ₹1,000 and lumpsum investment starting from ₹1,000.

The fund primarily invests in Real Estate, Industrials, and Utilities and its top holdings include 6.68% Govt Stock 2040, 6.94% Govt Stock 2036, 6.48% Govt Stock 2035, 7.1% Govt Stock 2034, and Bajaj Housing Finance Limited. The fund has delivered 7.0% returns over the last 1 year, 9.7% annualised returns over 3 years, 11.7% annualised returns over 5 years, and 8.8% annualised returns since inception.

Aditya Birla Sun Life Medium Term Fund Regular Plan Growth may be suitable for investors looking for Medium Duration and who are comfortable with Moderately High risk risk.

Top 10 Holdings

NameValueWeighting
6.68% Govt Stock 2040--₹331.32 Cr10.31%
6.94% Govt Stock 2036--₹240.98 Cr7.15%
6.48% Govt Stock 2035--₹197.69 Cr6.32%
7.1% Govt Stock 2034--₹192.98 Cr6.17%
Bajaj Housing Finance Limited--₹125.16 Cr3.73%
National Bank For Agriculture And Rural Development--₹123.44 Cr3.66%
6.9% Govt Stock 2065--₹116.62 Cr3.46%
National Bank For Agriculture And Rural Development--₹112.59 Cr3.34%
Hinduja Leyland Finance Limited--₹109.38 Cr3.25%
National Bank For Agriculture And Rural Development--₹100.61 Cr3.13%

Returns & Rankings

Name3 Year4 Year5 Year
Fund returns+9.02%+9.68%+9.00%+11.74%
Category average (Medium Duration)+6.43%+7.11%+7.13%+6.29%
Rank (Medium Duration)6668
cc-incontent-mobile

Fund Management

SC

Sunaina Da Cunha

Experience: 12.09 Years

MS

Mohit Sharma

Experience: 6.16 Years

Minimum SIP Amount, Expense Ratio & Exit Load

Aditya Birla Sun Life Medium Term Fund Regular Plan Growth Overview
Minimum SIP Amount₹1,000.00
Expense Ratio

1.55%

Inclusive of GST

Exit LoadFor redemption / switch-out of units on or before 1 year from the date of allotment: 1.00% of applicable NAV.

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Aditya Birla Sun Life Medium Term Fund Regular Plan Growth FAQ's

What are the returns of Aditya Birla Sun Life Medium Term Fund Regular Plan Growth?

Aditya Birla Sun Life Medium Term Fund Regular Plan Growth has generated 7.0% returns over 1 year, 9.7% over 3 years and 11.7% over 5 years as of 15 October 2026.

What is today's NAV of Aditya Birla Sun Life Medium Term Fund Regular Plan Growth?

Currently, the Net Asset Value (NAV) of Aditya Birla Sun Life Medium Term Fund Regular Plan Growth is ₹43.66, as of 15 October 2026.

What are the ways to invest in Aditya Birla Sun Life Medium Term Fund Regular Plan Growth?

You can invest in Aditya Birla Sun Life Medium Term Fund Regular Plan Growth through a lumpsum and a monthly SIP.

What is the minimum SIP investment in Aditya Birla Sun Life Medium Term Fund Regular Plan Growth?

The minimum SIP amount for Aditya Birla Sun Life Medium Term Fund Regular Plan Growth is ₹1,000 per instalment.

What is the expense ratio of Aditya Birla Sun Life Medium Term Fund Regular Plan Growth?

The expense ratio of Aditya Birla Sun Life Medium Term Fund Regular Plan Growth is 1.55%. It represents the annual expenses levied for managing and operating the fund scheme and is deducted from the fund's NAV rather than being charged separately. For example, if you invest ₹5,000, the annual expense is about ₹78.

What is the risk level of Aditya Birla Sun Life Medium Term Fund Regular Plan Growth?

As per the fund factsheet published by the fund house, Aditya Birla Sun Life Medium Term Fund Regular Plan Growth is considered to carry Moderately High risk for its investors.

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

The top holdings of Aditya Birla Sun Life Medium Term Fund Regular Plan Growth include 6.68% Govt Stock 2040, 6.94% Govt Stock 2036, 6.48% Govt Stock 2035, 7.1% Govt Stock 2034 and Bajaj Housing Finance Limited, based on the latest portfolio disclosure. The fund's holdings may change over time depending on the fund manager's investment strategy.

Is there any lock-in period for Aditya Birla Sun Life Medium Term Fund Regular Plan Growth?

Aditya Birla Sun Life Medium Term Fund Regular Plan Growth has no lock-in period for its investors. Thus, the investors of this fund are free to redeem their investments on any date as per their requirements.

How can I redeem my investments in Aditya Birla Sun Life Medium Term Fund Regular Plan Growth?

You can redeem your investment in Aditya Birla Sun Life Medium Term Fund Regular Plan Growth on any business day. The exit load is For redemption / switch-out of units on or before 1 year from the date of allotment: 1.00% of applicable NAV..

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

Aditya Birla Sun Life Medium Term Fund Regular Plan Growth is managed by Sunaina Da Cunha and Mohit Sharma. A fund manager is an experienced finance professional responsible for making investment decisions and managing the fund's portfolio in line with its investment objective.

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