AD
Aditya Birla Sun Life Medium Term Fund Direct Growth
Latest NAV
+8.42% 1Y
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Benchmark: CRISIL Medium Duration Debt A-III Index
Expense ratio
0.83%
AUM
₹3,358 Cr
Min SIP
₹1,000
Min lump sum
₹1,000
1Y
+8.42%
3Y (ann.)
+10.52%
5Y (ann.)
+12.63%
Launched
Jan 2013
Where the NAV sits & how risky it is
₹48.00
52-week range
at 97%
₹48.00
Low 06 Oct 2025₹44.36
High 09 Sep 2026₹48.11
Risk level
Moderately High
Low
Very high
NAV history
02 Jan 2013
Since inception
01 Oct 2026
Returns by period
1W
-0.11%
1M
+0.09%
3M
+0.71%
6M
+3.95%
1Y
+8.42%
3Y
+10.52%
5Y
+12.63%
3Y and 5Y returns are annualised.
Return calculator
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Projected value
min SIP ₹1,000
Estimate only. It assumes the selected past return repeats every year; 3Y and 5Y figures are taken as annualised. Actual returns vary and are not guaranteed.
Where your money goes
Sector allocation is published for schemes that buy shares directly. This is a debt scheme.
About this scheme
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.
Fund manager(s): Sunaina da Cunha, Mohit Sharma
Exit load: Exit load of 1%, if redeemed within 1 Year.
Scheme snapshot
VR Rating
MS Rating
Plan
Growth
Type
DIRECT
Inception
01 Jan 2013
Lump-sum min
₹1,000
SIP
Purchase
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STP
SWP
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