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Aditya Birla Sun Life Medium Term Plan Regular-idcw

Debt
Moderately High Risk

Latest AUM

₹ 3,078.2 Cr.

NAV as on 27 jul, 2026

₹ 16.56

+20.58% 3 years annulised
This Fund

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Fund Details

Fund Names Aditya Birla Sun Life Medium Term Plan Regular-idcw
Inception Date 25 Mar 2009
Lock In No Lock-in
Risk Principal at moderately high risk
Category Average Annual Returns 8.44

Portfolio Composition Analysis

Debt 93.34%
Cash 2.28%
Portfolio Updated on: 08 Jul, 2026

Sector Allocations

Debt Other
Financial
365.29%
Entities
230.97%
Energy & Utilities
77.70%
Industrials
75.58%
Materials
31.78%
Consumer Staples
28.59%
Healthcare
22.92%
Technology
3.97%
Industrials
31.93%

Portfolio Updated on: 27 jul, 2026

Top 10 Holdings

Name Sector Instruments Assets
GOVERNMENT OF INDIA 35031 GOI 07OT34 6.79 FV RS 100 Entities GOI Securities 11.68%
GOVERNMENT OF INDIA 36185 GOI 07JL40 6.68 FV RS 100 Entities GOI Securities 1.00%
GOVERNMENT OF INDIA 35031 GOI 07OT34 6.79 FV RS 100 Entities GOI Securities 11.19%
GOVERNMENT OF INDIA 35031 GOI 07OT34 6.79 FV RS 100 Entities GOI Securities 9.73%
GOVERNMENT OF INDIA 35031 GOI 07OT34 6.79 FV RS 100 Entities GOI Securities 9.42%
GOVERNMENT OF INDIA 35031 GOI 07OT34 6.79 FV RS 100 Entities GOI Securities 9.05%
GOVERNMENT OF INDIA 35031 GOI 07OT34 6.79 FV RS 100 Entities GOI Securities 9.05%
GOVERNMENT OF INDIA 35031 GOI 07OT34 6.79 FV RS 100 Entities GOI Securities 8.05%
GOVERNMENT OF INDIA 34208 GOI 08AP34 7.1 FV RS 100 Entities GOI Securities 8.56%
GOVERNMENT OF INDIA 34208 GOI 08AP34 7.1 FV RS 100 Entities GOI Securities 8.39%

Debt & Credit Risk Analysis

Returns vs. Category (1 year)
Returns vs. Category (RSI)
Sharpe Ratio1.71%
Standard Deviation1.91%

Returns Analysis

Tenure Absolute Annualised Category Average
3 Months 2.40% NA 0.68%
6 Months 4.03% NA 4.39%
9 Months 6.72% NA 6.48%
1 Year 8.44% 8.44% 8.44%
2 Years 23.28% 11.03% 8.07%
3 Years 32.70% 9.89% 7.37%
5 Years 76.55% 12.04% 6.87%
7 Years 87.55% 9.40% NA
10 Years 125.68% 8.48% 6.91%

Aditya Birla Sun Life Medium Term Plan Regular-idcw is one Debt mutual fund offered by Aditya Birla Sun Life Mutual Fund. Launched on 25 Mar 2009, the fund aims Income with capital growth over medium to long term. Investments in debt and money market instruments. It manages assets worth ₹3,078.2 crore as on Tue Mar 31, 2026. The expense ratio stands at 1.56%.

Mohit Sharma has 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).

Sunaina da Cunha has experience Prior to joining Aditya Birla Sun Life Asset Management Company, she has worked with Aditya Birla Management Corporation Ltd.

Top Performing Mutual Funds

Fund name
Aditya Birla Sun Life Medium Term Plan Direct-growth3,078.2+0.72%+2.59%+4.42%+9.26%+10.69%+12.85%
Aditya Birla Sun Life Medium Term Plan Direct-growth3,078.2+0.72%+2.59%+4.42%+9.26%+10.69%+12.85%
Aditya Birla Sun Life Medium Term Plan Direct-growth3,078.2+0.72%+2.59%+4.42%+9.26%+10.69%+12.85%
Aditya Birla Sun Life Medium Term Plan Direct-growth3,078.2+0.72%+2.59%+4.42%+9.26%+10.69%+12.85%
Aditya Birla Sun Life Medium Term Plan Direct-growth3,078.2+0.72%+2.59%+4.42%+9.26%+10.69%+12.85%
Aditya Birla Sun Life Medium Term Plan Direct-growth3,078.2+0.72%+2.59%+4.42%+9.26%+10.69%+12.85%
Aditya Birla Sun Life Medium Term Plan Direct-growth3,078.2+0.72%+2.59%+4.42%+9.26%+10.69%+12.85%
Aditya Birla Sun Life Medium Term Plan Direct-idcw3,078.2+0.72%+2.59%+4.42%+9.26%+10.69%+12.85%
Aditya Birla Sun Life Medium Term Plan Direct-idcw3,078.2+0.72%+2.59%+4.42%+9.26%+10.69%+12.85%
Aditya Birla Sun Life Medium Term Plan Direct-idcw3,078.2+0.72%+2.59%+4.42%+9.26%+10.69%+12.85%

growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More Funds from Aditya Birla Sun Life Mutual Fund

Fund name
Aditya Birla Sun Life Medium Term Plan Regular-growth3,078.2+0.65%+2.40%+4.03%+8.44%+9.89%+12.04%
Aditya Birla Sun Life Medium Term Plan Regular-growth3,078.2+0.65%+2.40%+4.03%+8.44%+9.89%+12.04%
Aditya Birla Sun Life Medium Term Plan Direct-growth3,078.2+0.72%+2.59%+4.42%+9.26%+10.69%+12.85%
Aditya Birla Sun Life Medium Term Plan Direct-growth3,078.2+0.72%+2.59%+4.42%+9.26%+10.69%+12.85%
Aditya Birla Sun Life Medium Term Plan Regular-growth3,078.2+0.65%+2.40%+4.03%+8.44%+9.89%+12.04%
Aditya Birla Sun Life Medium Term Plan Regular-growth3,078.2+0.65%+2.40%+4.03%+8.44%+9.89%+12.04%
Aditya Birla Sun Life Medium Term Plan Direct-growth3,078.2+0.72%+2.59%+4.42%+9.26%+10.69%+12.85%
Aditya Birla Sun Life Medium Term Plan Direct-growth3,078.2+0.72%+2.59%+4.42%+9.26%+10.69%+12.85%
Aditya Birla Sun Life Medium Term Plan Direct-growth3,078.2+0.72%+2.59%+4.42%+9.26%+10.69%+12.85%
Aditya Birla Sun Life Medium Term Plan Regular-growth3,078.2+0.65%+2.40%+4.03%+8.44%+9.89%+12.04%

growth is based on 1-month returns of the funds

Top Mutual Funds

Fund name
SBI Medium Duration Fund Direct-growth6,580.2+0.78%+2.62%+4.04%+6.55%+7.87%+6.90%
SBI Medium Duration Fund Direct-growth6,580.2+0.78%+2.62%+4.04%+6.55%+7.87%+6.90%
SBI Medium Duration Fund Regular-growth6,580.2+0.74%+2.49%+3.78%+6.02%+7.32%+6.34%
SBI Medium Duration Fund Regular-idcw Quarterly6,580.2+0.74%+2.49%+3.78%+6.02%+7.32%+6.34%
SBI Medium Duration Fund Direct-idcw Quarterly6,580.2+0.78%+2.62%+4.04%+6.55%+7.87%+6.90%
SBI Medium Duration Fund Direct-idcw Quarterly6,580.2+0.78%+2.62%+4.04%+6.55%+7.87%+6.90%
ICICI Prudential Medium Term Bond Fund-growth5,524.4+0.66%+2.37%+3.85%+6.84%+7.83%+6.82%
ICICI Prudential Medium Term Bond Fund Direct Plan-growth5,524.4+0.71%+2.54%+4.19%+7.53%+8.52%+7.51%
ICICI Prudential Medium Term Bond Fund Direct Plan-growth5,524.4+0.71%+2.54%+4.19%+7.53%+8.52%+7.51%
ICICI Prudential Medium Term Bond Fund Direct Plan-idcw Quarterly5,524.4+0.71%+2.54%+4.19%+7.53%+8.52%+7.51%

Top funds are based on Fund AUM

Top Debt Funds

Fund name
Aditya Birla Sun Life Medium Term Plan Direct-growth₹47.82+10.69%+12.85%—
Aditya Birla Sun Life Medium Term Plan Direct-growth₹47.82+10.69%+12.85%—
Aditya Birla Sun Life Medium Term Plan Direct-growth₹47.82+10.69%+12.85%—
Aditya Birla Sun Life Medium Term Plan Direct-growth₹47.82+10.69%+12.85%—
Aditya Birla Sun Life Medium Term Plan Direct-growth₹47.82+10.69%+12.85%—
Aditya Birla Sun Life Medium Term Plan Direct-growth₹47.82+10.69%+12.85%—
Aditya Birla Sun Life Medium Term Plan Direct-growth₹47.82+10.69%+12.85%—
Aditya Birla Sun Life Medium Term Plan Direct-idcw₹18.22+10.69%+12.85%—
Aditya Birla Sun Life Medium Term Plan Direct-idcw₹18.22+10.69%+12.85%—
Aditya Birla Sun Life Medium Term Plan Direct-idcw₹18.22+10.69%+12.85%—

growth is based on 5Y returns of the funds

Historical NAV

Date NAV
27 Jul 2026 ₹16.56
24 Jul 2026 ₹16.53
23 Jul 2026 ₹16.53
22 Jul 2026 ₹16.53
21 Jul 2026 ₹16.54
20 Jul 2026 ₹16.53
17 Jul 2026 ₹16.53
16 Jul 2026 ₹16.53
15 Jul 2026 ₹16.52
14 Jul 2026 ₹16.50
13 Jul 2026 ₹16.54
10 Jul 2026 ₹16.54
09 Jul 2026 ₹16.52
08 Jul 2026 ₹16.51
07 Jul 2026 ₹16.55
06 Jul 2026 ₹16.56
03 Jul 2026 ₹16.55
02 Jul 2026 ₹16.54
01 Jul 2026 ₹16.52
30 Jun 2026 ₹16.52
29 Jun 2026 ₹16.49
25 Jun 2026 ₹16.45
24 Jun 2026 ₹16.43
23 Jun 2026 ₹16.41
22 Jun 2026 ₹16.40
19 Jun 2026 ₹16.38
18 Jun 2026 ₹16.38
17 Jun 2026 ₹16.37
15 Jun 2026 ₹16.36
12 Jun 2026 ₹16.34

Portfolio Updated on: 28 Jul, 2026

Fund Growth & Size Analysis

+₹3,078.2 Cr Since Launch
This Fund
Category Average

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Aditya Birla Sun Life Medium Term Plan Regular-idcw Returns Comparison

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Aditya Birla Sun Life Medium Term Plan Regular-idcw FAQ'S

  • Sharpe Ratio: 1.71%
  • Standard Deviation: 1.91%

As of Tue Mar 31, 2026, the total assets managed under Aditya Birla Sun Life Medium Term Plan Regular-idcw stand at approximately ₹ 3,078.2 crore.

The Aditya Birla Sun Life Medium Term Plan Regular-idcw has delivered the following short-term performance:

  • 3 Months Return: 2.40%
  • 6 Months Return: 4.03%

The historical growth of the Aditya Birla Sun Life Medium Term Plan Regular-idcw is reflected through its CAGR returns:

  • 3 Year CAGR: 9.89%
  • 5 Year CAGR: 12.04%
  • Return Since Launch: 8.86%

The portfolio of Aditya Birla Sun Life Medium Term Plan Regular-idcw is distributed across different asset classes as follows:

  • Debt Instruments: 93.34%
  • Other Assets: 2.28%

The Aditya Birla Sun Life Medium Term Plan Regular-idcw is managed by Sunaina da Cunha, representing Aditya Birla Sun Life Mutual Fund.

Top stock holdings of Aditya Birla Sun Life Medium Term Plan Regular-idcw include:

  • GOVERNMENT OF INDIA 35031 GOI 07OT34 6.79 FV RS 100 – represents 11.68% of the portfolio
  • GOVERNMENT OF INDIA 36185 GOI 07JL40 6.68 FV RS 100 – represents 1.00% of the portfolio
  • GOVERNMENT OF INDIA 35031 GOI 07OT34 6.79 FV RS 100 – represents 11.19% of the portfolio
  • GOVERNMENT OF INDIA 35031 GOI 07OT34 6.79 FV RS 100 – represents 9.73% of the portfolio
  • GOVERNMENT OF INDIA 35031 GOI 07OT34 6.79 FV RS 100 – represents 9.42% of the portfolio
  • GOVERNMENT OF INDIA 35031 GOI 07OT34 6.79 FV RS 100 – represents 9.05% of the portfolio
  • GOVERNMENT OF INDIA 35031 GOI 07OT34 6.79 FV RS 100 – represents 9.05% of the portfolio
  • GOVERNMENT OF INDIA 35031 GOI 07OT34 6.79 FV RS 100 – represents 8.05% of the portfolio
  • GOVERNMENT OF INDIA 34208 GOI 08AP34 7.1 FV RS 100 – represents 8.56% of the portfolio
  • GOVERNMENT OF INDIA 34208 GOI 08AP34 7.1 FV RS 100 – represents 8.39% of the portfolio

Major sector exposures in Aditya Birla Sun Life Medium Term Plan Regular-idcw are:

  • Financial – accounts for 365.29% of the portfolio
  • Entities – accounts for 230.97% of the portfolio
  • Industrials – accounts for 107.51% of the portfolio
  • Energy & Utilities – accounts for 77.70% of the portfolio
  • Materials – accounts for 31.78% of the portfolio

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