aditya-birla-sl-medium-term-plan-direct-g

Aditya Birla SL Medium Term Plan - Direct (G)

  1. Equity
  2. Growth
  • NAV as on Jul 01, 2025 ₹43.5
  • Total Returns 9.84% p.a.

Historical NAV, Returns and Performance

  • High
  • Low
  • CAGR
aditya-birla-sl-medium-term-plan-direct-g

Overview of Aditya Birla SL Medium Term Plan - Direct (G)

  • Fund House
    Aditya Birla SL Medium Term Plan
  • Fund Size
    ₹2,526 Cr
  • Expense Ratio
    0.84%
  • Benchmark
    CRISIL Medium Duration Debt A-III Index
  • Risk Level
    Moderately High
  • Inception Date
    Jan 01, 2013
  • Lock-in period
    0
  • 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
  • Minimum SIP Investment
    ₹1000
  • Minimum Lump sum Investment
    ₹1000
  • Short Term Capital Gains
    20% (if redeemed within 1 year)
  • Long Term Capital Gains
    12.5% on profit of ₹1,25,000 if redeemed after 1 year

Aditya Birla SL Medium Term Plan - Direct (G) Returns Calculator

Investment type

Years
Total Invested Amount
₹ 12,00,000
Profit
₹ 12,00,000
Total Projected Returns
₹ 12,00,000
Annualised Returns
p.a.
Years
Total Invested Amount
Profit
₹1,00,000
Total Projected Returns
₹1,00,000
Annualised Returns
% p.a.

Aditya Birla SL Medium Term Plan - Direct (G) Performance vs Category

Time Period

  • 1 month
  • 3 months
  • 6 months
  • 1 year
  • 3 years
  • 5 years

This Fund

  • 0.5%
  • 3.24%
  • 7.96%
  • 14.85%
  • 15.71%
  • 13.17%

Category Average

  • 0.12%
  • 2.43%
  • 5.24%
  • 9.79%
  • 8.33%
  • 6.93%

Fund Asset Allocation

Top holdings

Top Sectors

More about Aditya Birla SL Medium Term Plan - Direct (G)

Aditya Birla SL Medium Term Plan - Direct (G) is a mutual fund under the Growth category, managed by Aditya Birla Sun Life Mutual Fund. It was launched on 05 Sep 1994, and has been active for over 31 years. As of 31 Mar 2025 the fund manages assets worth ₹2,526 Crores. The expense ratio is 0.84%.

This fund generated returns of 14.85% in the last 1 year. Since its inception, it has provided an average annual return of 9.84%.

The fund's investments are mainly concentrated in sectors like and .

The top five holdings in this fund include prominent companies such as GSEC2034, GSEC2033, Nuvama Wealth., Jubilant Bevco and NABFID.

Fund Managers

  • Mohit Sharma
  • Sunaina da Cunha

Investment Objective

To generate regular income through investments in debt & money market instruments in order to make regular dividend payments to unitholders & secondary objective is growth of capital.

aditya-birla-sl-medium-term-plan-direct-g

Frequently Asked Questions about Aditya Birla SL Medium Term Plan - Direct (G)

  1. Are {{fund_type}} risky?

    Growth funds carry higher risk since they invest in stocks expected to grow quickly, which can be volatile.

  2. Should I invest in {{fund_type}}?

    Yes, if you are looking for long-term capital appreciation and can handle short-term market ups and downs.

  3. How long should I stay invested in {{fund_type}}?

    It’s recommended to hold growth funds for at least five years to benefit from potential growth.

  4. Can I withdraw my investment from {{fund_type}} anytime?

    Yes, you can, but long-term holding is advised for best results.

  5. What are the expenses involved in {{fund_type}}?

    Growth funds usually have moderate to high expense ratios, around 1% to 2%, due to active management.

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