What is the NAV of Aditya Birla SL Medium Term Plan?
The Current NAV of Aditya Birla SL Medium Term Plan is ₹43.28, as of 13th June 2025What are the returns of Aditya Birla SL Medium Term Plan?
The Aditya Birla SL Medium Term Plan has been there since 1st January 2013- 1 Year Returns: 14.61
- 3 Year Returns: 15.69
- 5 Year Returns: 14.24
What are the top 5 sectors holdings of Aditya Birla SL Medium Term Plan?
The top sectors Aditya Birla SL Medium Term Plan has invested in are as for 1st 01 2013 are as follows -- Others | 33.85%
- G-Sec | 15.59%
- Investment Banking & Brokerage | 14.83%
- Power Generation | 6.65%
- Consumer Finance | 5.89%
What are the top 5 holdings Aditya Birla SL Medium Term Plan?
The top 5 holdings for Aditya Birla SL Medium Term Plan are- Government of India (14/08/2033) | 7.82%
- Government of India (07/10/2034) | 7.45%
- Government of India (08/04/2034) | 5.77%
- 9.75% Nuvama Wealth Finance Ltd (16/04/2027) ** | 3.80%
- Clearing Corporation of India Limited | 3.18%
What is the asset allocation of Aditya Birla SL Medium Term Plan?
The Aditya Birla SL Medium Term Plan is a plan that invests- Corporate Debt | 64.11%
- Government Securities | 24.47%
- Cash & Equivalents | 5.43%
- REITs & InvIT | 4.09%
- Floating-rate Debt | 1.69%
How to invest in Aditya Birla SL Medium Term Plan?
If you wish to invest in Aditya Birla SL Medium Term Plan Plan via smallcase, you can follow these quick and easy steps -- Log in to smallcase
- Search and select the Aditya Birla SL Medium Term Plan
- Complete filling your details and KYC
- Enter the Amount and type of investment (SIP or Lumpsum)
- And Voila! your SIP or Lumpsump investment in Aditya Birla SL Medium Term Plan is completed
You can also calculate the returns on your investment based on our smallcase Lumpsum & SIP Calculator.
What is the AUM of Aditya Birla SL Medium Term Plan?
The AUM of Aditya Birla SL Medium Term Plan is 2504.21 Cr as of 13th June 2025What is the expense ratio of Aditya Birla SL Medium Term Plan Plan?
The expense ratio of Aditya Birla SL Medium Term Plan Plan is 0.85How to exit Aditya Birla SL Medium Term Plan?
If you have invested in Aditya Birla SL Medium Term Plan, then simply visit your investment and you will find an option to exit the funds or invest more. Please click on 'exit' and add the amount or units. In case you want to exit from all units, you can simply click on the checkbox option shown.What is the alpha of Aditya Birla SL Medium Term Plan?
The alpha ratio for the Aditya Birla SL Medium Term Plan is N/A
Alpha is the excess return of a fund compared to its expected return based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.
What is the Volatility or Standard Deviation of Aditya Birla SL Medium Term Plan?
The volatility or standard deviation for the Aditya Birla SL Medium Term Plan is 3.06
Standard Deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of Aditya Birla SL Medium Term Plan?
The sharpe ratio for the Aditya Birla SL Medium Term Plan is 3.27
The Sharpe Ratio is a measure of risk-adjusted return that evaluates the performance of an investment, such as a mutual fund, by adjusting for its risk. Higher Sharpe Ratio, indicates a better risk-adjusted performance. A positive Sharpe Ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe Ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of Aditya Birla SL Medium Term Plan?
The Sortino ratio for the Aditya Birla SL Medium Term Plan is 0.94
The Sortino ratio is a measure of risk-adjusted return for an investment, such as a mutual fund.
What is the Price to Earnings (PE) of Aditya Birla SL Medium Term Plan?
The PE ratio (price-to-earnings) of the Aditya Birla SL Medium Term Plan is N/A while category PE ratio is N/A1. Test MF FAQ for Mutual Fund Aditya Birla SL Medium Term Plan Shares?
The Current NAV of Aditya Birla SL Medium Term Plan is ₹43.28, as of 13th June 20255. Test MF FAQ Is there any lock-in period for Aditya Birla SL Medium Term Plan Plan?
There is a lock in period of N/A for Aditya Birla SL Medium Term Plan
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Aditya Birla SL Medium Term Plan Direct Growth
Growth
43.280.08% (-0.03)
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0.00%
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Aditya Birla SL Medium Term Plan Performance & Key Metrics
Aditya Birla SL Medium Term Plan Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.85 | 7.68 | 3.27 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.01 | 7.01 | 4.25 |
Aditya Birla SL Medium Term Plan Scheme InfoAditya Birla SL Medium Term Plan Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 1,000 |
| BenchmarkBenchmark |
|---|
| CRISIL Medium Duration Debt Index |
About Medium Duration Fund
About Medium Duration Fund
Low duration funds are debt funds. They invest in debt and money market securities for the macaulay duration between 3 to 4 years. They have lower maturity than medium to long duration funds and long duration funds.
Aditya Birla SL Medium Term Plan Peers
What are peers and why compare against them?
What are peers and why compare against them?
A mutual fund’s peers are schemes which belong to the same category. Comparing various metrics against peers can give valuable insights on how the scheme is performing as compared to the scheme category as a whole.
Aditya Birla SL Medium Term Plan Peers & Comparison
Comparing 3 mutual funds from
DebtMedium Duration Fund
DebtMedium Duration Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Aditya Birla SL Medium Term Plan | 14.61% | 15.69% | 9.83% |
| SBI Magnum Medium Duration Fund | 9.63% | 8.55% | 9.04% |
| ICICI Pru Medium Term Bond Fund | 10.23% | 8.86% | 8.61% |
| HDFC Medium Term Debt Fund | 9.68% | 8.50% | 8.27% |
Aditya Birla SL Medium Term Plan Returns Comparison
Compare Aditya Birla SL Medium Term Plan with any MF, ETF, stock or indexCompare Aditya Birla SL Medium Term Plan with any MF, ETF, stock or index
Aditya Birla SL Medium Term Plan
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What are constituents?
What are constituents?
Mutual fund constituents are the various stocks, bonds, and other securities held within a fund. The size and mix of holdings depend on the category or type of fund. The holding analysis can give valuable understanding regarding the diversification of the fund.
Aditya Birla SL Medium Term Plan Asset Allocation
Aditya Birla SL Medium Term Plan Asset Allocation
Actual
Target
Sep 2024
Dec 2024
Mar 2025
May 2025
Sep 2024
Dec 2024
Mar 2025
May 2025
Aditya Birla SL Medium Term Plan Sector Distribution
Aditya Birla SL Medium Term Plan Sector Distribution
Sep 2024
Dec 2024
Mar 2025
May 2025
Aditya Birla SL Medium Term Plan Sector Weightage
Aditya Birla SL Medium Term Plan Sector Weightage
Others
Others as a % of total holdings for last six quarters
Aditya Birla SL Medium Term Plan Current Holdings
Aditya Birla SL Medium Term Plan Current Holdings
Debt
Others
- ConstituentHolding Weight3M Change
Holdings
7.82 %
-15.36 %Holdings
7.45 %
7.45 %Holdings
5.77 %
1.62 %
AMC Profile of Aditya Birla SL Medium Term Plan
AMC Profile of Aditya Birla SL Medium Term Plan
Aditya Birla Sun Life AMC Limited, is a joint venture between the Aditya Birla Group and the Sun Life Financial Inc. of Canada. The joint venture brings together Aditya Birla Group's experience in the Indian market and Sun Life's global experience.
Aditya Birla Sun Life AMC Limited, is a joint venture between the Aditya Birla Group and the Sun Life Financial Inc. of Canada. The joint venture brings together Aditya Birla Group's experience in the Indian market and Sun Life's global experience.
No.of Schemes
93
Total AUM
₹ 3,90,190.79 Cr.
Aditya Birla SL Medium Term Plan Manager Details
Aditya Birla SL Medium Term Plan Manager Details
Aditya Birla SL Medium Term Plan Manager Profile
Aditya Birla SL Medium Term Plan Manager Profile
Sunaina da Cunha
AUM: ₹67,024.54 Cr.
|
Exp: 7yrs
Mohit Sharma
AUM: ₹94,316.09 Cr.
|
Exp: 10yrs
Aditya Birla SL Medium Term Plan Manager Performance (0)
Aditya Birla SL Medium Term Plan Manager Performance (0)
Debt: Medium Duration Fund
Aditya Birla SL Medium Term Plan Tax Implications
Aditya Birla SL Medium Term Plan Tax Implications
Let’s calculate your returns after tax
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As per the tax implications, in some cases, tax on MF returns depends on your annual income slab
₹10 Lakh - ₹12 Lakh
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Aditya Birla SL Medium Term Plan Review & Opinions
Aditya Birla SL Medium Term Plan Review & Opinions
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Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%