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Scheme Profile





Aditya Birla SL Medium Term Plan-Reg(G)

  • Debt - Medium Duration Fund
  • ₹ 24.72
  • -0.00%
  • 1.78%
  • NA
  • ₹ 1,000.00
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Scheme Details

  • Aum AUM ₹ 206,479.91 Cr
  • Card Expense Ratio 1.59% on 02 Aug 2021
  • exit Exit Load 0%
  • padlock Lock In No lock in
  • spaceship Inception Date 25 Mar 2009
  • spaceship Benchmark Crisil 10 Yr Gilt Index, CRISIL Medium Term Debt Index

Fund Analysis

Birla Sun Life MF to revise exit load structure

Birla Sun Life MF extends closing dates of NFOs

Birla Sun Life MF launches Birla Sun Life FTP- Series CB

Birla Sun Life MF launches Birla Sun Life FTP- Series CA

Birla Sun Life MF announces dividend under various funds

Birla Sun Life MF announces dividend under Birla Sun Life Interval Income Quarterly Series I

Investment Return Calculator

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Comparison With Other Schemes


Latest Assets & Portfolio Allocation

  • Equity
  • Debt
  • Others
Top Stock Holdings
08.05% Tamil Nadu SDL - 18-Apr-2028 6.24%
Shriram City Union Finance Ltd. SR-XIII 09.25%(28-May-24) 5.95%
U. P. Power Corporation Ltd. -SR-I-D 9.75% (20-Oct-22) 5.53%
Clearing Corporation Of India Ltd. 4.46%
See all holdings
Allocation by Market Cap
Allocation by Sector


Investors understand that their principal will be at Moderately High risk

Aditya Birla SL Medium Term Plan-Reg(G)

Investment Objective


Performance Ratio
  • Std. Dev: 5.62
  • AVGR: 0.00
  • Beta: 0.47
  • Sharpe: 0.38
  • Sortino: -0.08
  • Jenson: 0.03
  • Treynor: 0.06
  • Turnover: 0.00
  • FAMA: 0.04
Fund Manager

Sunaina da Cunha , Mohit Sharma

AMC Details

Aditya Birla Sun Life AMC Limited

Registrar & Transfer Agent

Computer Age Management Services Limited

Disclaimer: Past results and performance does not mean that the future performance will be the same. Investor is expected to make his own checks and independent evaluations on the suitability of the products and DSPL or its employees shall not bear any direct or indirect responsibility for the same. These are algo generated outputs based on data sourced from third party vendors. Hence, the accuracy of these details is not reconfirmed or guaranteed by DSPL.