
Aditya Birla Sun Life Medium Term Plan - REGULAR - Quarterly IDCW - Portfolio Analysis
- Debt
- Medium Duration
- Status: Open
Portfolio Overview
Asset Allocation
Others: 95.97%Equity: 4.03%
Market Cap
Corporate Bond: 55.83%Cash And Equivalents: 7.57%Government: 21.31%Government Related: 11.01%Other: 0.25%
Number of stocks
74
Top 10 Holdings
43.40% of portfolio
Market Cap of Others
Corporate Bond
55.83%
Cash And Equivalents
7.57%
Government
21.31%
Government Related
11.01%
Other
0.25%
As of August 15, 2025
Companies Allocation of Others
7.1% Govt Stock 20346.80%
7.18% Govt Stock 20336.75%
6.79% Govt Stock 20345.92%
Power Finance Corporation Limited5.80%
Nuvama Wealth Finance Limited3.37%
Clearing Corporation Of India Limited3.33%
Indian Railway Finance Corporation Limited3.28%
5.00% Gmr Airport Ltd (13/02/2027) **2.80%
Jubilant Bevco Limited2.70%
Vedanta Limited2.65%
Sector Allocation of Others
Corporate Bond55.83%
Cash And Equivalents7.57%
Government21.31%
Government Related11.01%
Other0.25%
SIP Amount
₹
Monthly SIP Date
Aditya Birla Sun Life Medium Term Plan - REGULAR - Quarterly IDCW


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In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.