July 21, 2026
mayank
Aditya Birla (ABSL) Medium Term Plan
| Fund at a Glance | |
| NAV Growth (Rs.) | 47.72 |
| NAV IDCW (Rs.) | 18.18 |
| Half Yearly NAV IDCW (Rs.) | 15.03 |
| Quarterly NAV IDCW (Rs.) | 14.43 |
| Min. Investment (Rs.) | 1,000 |
| Min. SIP Investment (Rs.) | 1,000 |
| Min. No of Cheques | 6 |
| Benchmark | CRISIL Medium Duration Debt A-III Index |
| AUM Rs. | 3,213 Cr |
| (As on 30-Jun-2026) | |
| Expense | 0.71% |
| 1 Year Return (%) | 9.26 |
| 3 Year Return (%) | 10.67 |
| 5 Year Return (%) | 12.86 |
| 10 Year Return (%) | 9.29 |
| Return Since Launch | 9.79% |
Suitable For Which Investors?
Medium Duration funds are suitable for investors:
1. Wanting a debt allocation with a 3+ year investment horizon
2. Seeking marginally higher returns than fixed deposits
3. Who understand these funds can move in value as interest rates change
4. Who can withstand volatility and risk in their debt portfolio
Note:
• Most investors can skip these funds and stick to core debt funds instead
• Unlike FD, there is no guarantee of returns
• Not suitable for long term wealth creation
Fund’s Investment Strategy:
The Scheme seeks to generate regular income and capital appreciation by predominantly investing in a portfolio of debt securities with medium term maturity.
Fund Manager:
1) Mohit Sharma
Education: Mr. Sharma is B Tech (IIT – Madras) and PGDCM (IIM Calcutta).
Experience: Prior to joining Aditya Birla Sun Life AMC, he ran his own healthcare-tech business (June 2012 – May 2015). he has also worked as an Interest Rates Trader in Standard Chartered Bank (May 2007 – June 2011) and ICICI Bank Ltd (June 2006 – April 2007). He started his career in the Equity Research in Irevna Ltd (June 2005 – June 2006).
2) Sunaina da Cunha
Education: Ms. Cunha is a B.Com (H) and MBA from FMS, Delhi.
Experience: Prior to joining Aditya Birla Sun Life Asset Management Company, she has worked with Aditya Birla Management Corporation Ltd.
Investment Details
| Min. Investment (Rs) | 1,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 1,000 |
| Min. Withdrawal (Rs) | 1 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | 500 |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 1 year |
Basic Details of Aditya Birla (ABSL) Medium Term Plan
| Fund House | Aditya Birla Sun Life Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 9.79% |
| Benchmark | CRISIL Medium Duration Debt A-III Index |
| Riskometer | Moderately High |
| Type | Open-ended |
| Assets | 3,213 Cr |
| (As on 30-Jun-2026) | |
| Expense | 0.71% |
| (As on 30-Jun-2026) | |
| Risk Grade | High |
| Return Grade | High |
Aditya Birla (ABSL) Medium Term Plan Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| ABSL Medium Term Dir | 6.04 | 0.02 | 1.07 | 2.39 | 4.25 | 9.26 | 10.67 | 12.86 | 10.11 | 9.29 |
| Debt: Medium Duration | 3.73 | 0.02 | 0.95 | 2.20 | 3.68 | 6.25 | 8.03 | 7.31 | 6.99 | 7.51 |
| Rank within category | 1 | 6 | 4 | 1 | 1 | 1 | 1 | 1 | 1 | 1 |
| Number of funds in category | 13 | 13 | 13 | 13 | 13 | 13 | 13 | 12 | 12 | 11 |
Peer Comparison of Aditya Birla Medium Term Plan
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | |
| ABSL Medium Term Dir | 1 out of 5 stars | 9.26 | 10.67 | 12.86 | 0.71 | 3,213 | 9.79 | 1.00 (365) | 13Y 6M |
| SBI Medium Duration Dir | 1 out of 5 stars | 6.41 | 7.85 | 6.91 | 0.61 | 6,466 | 8.83 | 1.00 (90) | 13Y 6M |
| ICICI Pru Medium Term Bond Dir | 1 out of 5 stars | 7.68 | 8.52 | 7.52 | 0.62 | 5,492 | 8.53 | 1.00 (365) | 13Y 6M |
| HDFC Medium Term Debt Dir | 1 out of 5 stars | 6.52 | 7.97 | 6.95 | 0.59 | 3,641 | 8.15 | — | 13Y 6M |
| Axis Strategic Bond Dir | 1 out of 5 stars | 6.83 | 8.43 | 7.51 | 0.61 | 2,120 | 8.59 | — | 13Y 6M |
Portfolio Breakup
| Fund | Category | |
| Number of Securities | 77 | 47 |
| Macaulay Duration (yrs) | 3.31 | 3.42 |
| Average Maturity (yrs) | 4.65 | 4.82 |
| Yield to Maturity (%) | 8.05 | 7.73 |
| Avg Credit Rating | AAA | — |
Note: Mutual fund investments are subject to market risks, read all scheme-related documents carefully.
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