Aditya Birla Sun Life Medium Term Plan Institutional-Growth

Fund Card download factsheet

Value Research Rating

Unrated

Our Opinion

premium-user

₹22.1442

As on 04-Apr-2019

Returns

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Calculate SIP Returns of Aditya Birla Sun Life Medium Term Plan Institutional-Growth

Upfront Investment

Monthly SIP Amount

Investment Duration

years

Risk

info

This fund has risk.

Low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

Portfolio of Aditya Birla Sun Life Medium Term Plan Institutional-Growth

Asset Allocation

Split between different types of investments

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Credit Rating Weightage

Split between categories of Equity investments

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Peer Comparison

Fund name
Rating
Our Opinion
Risk info
Return (%)
Expense Ratio (%) info
1 star
unlock fund advisor
Moderately High
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1.21
1 star
unlock fund advisor
Moderately High
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1.39
1 star
unlock fund advisor
Moderately High
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1.33
1 star
unlock fund advisor
Moderately High
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1.56
1 star
unlock fund advisor
Moderately High
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1.32

Other details of Aditya Birla Sun Life Medium Term Plan Institutional-Growth

Assets

info

Exit Load (Days)

info

--

Min. Investment (₹)

Min. Withdrawal (₹)

Min. SIP Investment (₹)

Min. No of Cheques

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About Aditya Birla Sun Life Medium Term Plan Institutional-Growth

Aditya Birla Sun Life Medium Term Plan Institutional-Growth is a debt mutual fund scheme of Aditya Birla Sun Life Mutual Fund. Launched on March 25, 2009, it is currently managed by . The fund has an expense ratio of 1.69% with an overall AUM (Assets Under Management) of ₹3,078 Cr.

Aditya Birla Sun Life Medium Term Plan - Institutional Plan is mandated to invest in bonds such that the duration of the portfolio is between three to four years. The fund allows minimum lumpsum investment of ₹-- and minimum SIP of ₹--.

Suitability

Medium Duration funds are avoidable for most investors because:

  • They are meant for debt allocation in a portfolio. This investing need is better served by Short Duration funds
  • There are too many types of debt funds with little differentiation, making choice difficult for investors. Medium Duration funds are one of them
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FAQ for Aditya Birla Sun Life Medium Term Plan Institutional-Growth

Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Aditya Birla Sun Life Medium Term Plan Institutional-Growth through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Aditya Birla Sun Life Medium Term Plan Institutional-Growth can be bought from the Aditya Birla Sun Life Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.

The latest declared NAV of Aditya Birla Sun Life Medium Term Plan Institutional-Growth, is ₹22.1442 as of 15-Apr-2026.

Over the past five years, Aditya Birla Sun Life Medium Term Plan Institutional-Growth has delivered an annualised return of --% as of 15-Apr-2026.

The minimum investment required to start investing in Aditya Birla Sun Life Medium Term Plan Institutional-Growth is ₹ for the lump sum option and ₹ for the SIP (Systematic Investment Plan) option.