+91-9660032889
+91-9660032889
support@mysiponline.com
Aditya Birla Sun Life Medium Term Plan - REGULAR - Quarterly IDCW
- Debt
- Medium Duration
- Moderately High
-
₹13.26
(-0.21%)
Current NAV 08-05-2025
-
7%
Returns
-
Min. SIP ₹1000
Min. Investment ₹1000
Fund Suitability Test
Returns (NAV as on 08-May-2025)
Track investment returns to meet financial goals.
| This Fund | Category Avg. | Benchmark | |
|---|---|---|---|
| 1W | -0.06% | 0.17% | 0.17% |
| 1M | 0.84% | 1.09% | 0.88% |
| 3M | 3.36% | 1.81% | 2.03% |
| 6M | 3.55% | 5.04% | 1.65% |
| 1Y | 7% | 9.71% | 7.83% |
| 2Y | 3.08% | 7.93% | 7.53% |
| 3Y | 7.68% | 7.85% | 5.6% |
| 5Y | 7.88% | 7.23% | 6.29% |
| ALL | 1.76% | 5.9% | 0.86% |
Check out what are trailling and rolling returns of this fund ?
View Detail Return Analysis1 Lac Users Opted for this Service
Free KYC Check
To know your eligibility for Mutual Fund Investment
Risk Analysis
| Standard Dev | Sharpe | Beta | Alpha | |
|---|---|---|---|---|
| Fund | 9.33% | 0.65% | 3.19% | 6.25% |
| Category | 2.44% | -0.2% | -0.2% | -0.2% |
Riskometer
Comparison Of Aditya Birla Sun Life Medium Term Plan - REGULAR - Quarterly IDCW
Compare your fund with the top category schemes.
Kotak ELSS Tax Saver Fund-Scheme-Growth
3Y Returns17.03% (p.a.)
ITI ELSS Tax Saver Fund Regular - Growth
3Y Returns20.02% (p.a.)
ICICI Prudential Corporate Bond Fund - Growth
3Y Returns7.85% (p.a.)
Nippon India Corporate Bond Fund - Growth Plan - Growth Option
3Y Returns7.91% (p.a.)
PGIM India Overnight Fund - Regular Plan- Growth Option
3Y Returns6.3% (p.a.)
UTI - Overnight Fund - Regular Plan - Growth Option
3Y Returns6.32% (p.a.)
Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth
3Y Returns14.45% (p.a.)
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
3Y Returns21.8% (p.a.)
SIP Returns Calculator
A simple tool to calculate your SIP returns.
- Invested Amount
- Estimated Returns
- Future Value
Start small, dream big: Begin your journey to long-term wealth with SIPs starting at just ₹1000!
Start SIPPortfolio Summary (as on 15-Feb-2025)
An insight into your portfolio composition.
Equity4.26% Debt92.91% Others2.83%
Equity Market Cap
Top 5 Sectors of Equity
Industrials 2%
Real Estate 1%
Financial Services 1%
Utilities 1%
Top 5 Companies of Equity
IRB InvIT Fund Units 2017-Series IV 2%
Nexus Select Trust Reits 1%
Indus Infra Trust Unit 1%
IndiGrid Infrastructure Trust Units Series - IV 1%
Debt Market Cap
Top 5 Sectors of Debt
93%
Top 5 Companies of Debt
7.18% Govt Stock 2033 25%
7.26% Govt Stock 2033 10%
Nuvama Wealth Finance Limited 9.75% 4%
Narayana Hrudayalaya Limited 8.4% 3%
7.23% Govt Stock 2039 2%
Others Market Cap
Top 5 Sectors of Others
3%
Top 5 Companies of Others
Clearing Corporation Of India Limited 3%
SBI - Corporate Debt Market Development Fund - A2 Units 0%
Canara Bank 0%
Net Receivables / (Payables) -1%
Check out the favourite sectors and companies of this fund
Detail Portfolio AnalysisAlternative Fund Category Peer View
Check out the other Mutual Funds in this category
More Funds From Aditya Birla Sun Life Mutual Fund
Take test again
Chat with usFrequently Asked Questions
What is the current NAV of Aditya Birla Sun Life Medium Term Plan - REGULAR - Quarterly IDCW?
Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of Aditya Birla Sun Life Medium Term Plan - REGULAR - Quarterly IDCW as of 08-05-2025 is 13.256.
What is the benchmark of Aditya Birla Sun Life Medium Term Plan - REGULAR - Quarterly IDCW?
Aditya Birla Sun Life performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.
Is Aditya Birla Sun Life Medium Term Plan - REGULAR - Quarterly IDCW a safe fund to invest?
Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.
What are the top 5 holdings of Aditya Birla Sun Life Medium Term Plan - REGULAR - Quarterly IDCW?
The fund's top 5 sectors holdings are Industrials, Real Estate, Financial Services, Utilities, ,
How can I redeem my investments in Aditya Birla Sun Life Medium Term Plan - REGULAR - Quarterly IDCW?
Redeeming your investments in Aditya Birla Sun Life Medium Term Plan - REGULAR - Quarterly IDCW is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.
Who manages this fund, and what is their expertise?
Sunaina da Cunha, Mohit Sharma, Dhaval Joshi, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.
What is the expense ratio of Aditya Birla Sun Life Medium Term Plan - REGULAR - Quarterly IDCW?
The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.
What is the AUM or size of Aditya Birla Sun Life Medium Term Plan - REGULAR - Quarterly IDCW?
AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of Aditya Birla Sun Life Medium Term Plan - REGULAR - Quarterly IDCW is Rs 2048.53 Crs. Crs.
Should I invest in Aditya Birla Sun Life Medium Term Plan - REGULAR - Quarterly IDCW?
This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.
How to start online SIP in Aditya Birla Sun Life Medium Term Plan - REGULAR - Quarterly IDCWs?
MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.
Is there any brokerage/advisory fees on Mutual Fund SIP transactions?
At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.
