Aditya Birla Sun Life Medium Term Plan Institutional-Growth
₹22.1442
As on 04-Apr-2019
Value Research Opinion
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Risk
This fund has risk.
As per SEBI's Riskometer.
Portfolio of Aditya Birla Sun Life Medium Term Plan Institutional-Growth
Asset Allocation
Split between different types of investments
Credit Rating Weightage
Split between categories of Equity investments
Peer Comparison
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Fund name
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Rating |
Our Opinion |
Risk
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Return (%) |
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Base Expense Ratio (%)
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|---|---|---|---|---|---|---|
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Moderately High
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1.03 |
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Moderately High
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1.18 |
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Moderately High
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1.14 |
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Moderately High
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1.32 |
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Moderately High
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1.13 |
Other details of Aditya Birla Sun Life Medium Term Plan Institutional-Growth
Assets
Exit Load (Days)
--
Min. Investment (₹)
Min. Withdrawal (₹)
Min. SIP Investment (₹)
Min. No of Cheques
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 ₹3,213 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 suitable for investors:
- Wanting a debt allocation with a 3+ year investment horizon
- Seeking marginally higher returns than fixed deposits
- Who understand these funds can move in value as interest rates change
- 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
Latest news on Aditya Birla Sun Life Medium Term Plan Institutional-Growth
What’s in a Name
4 min read•By Research Desk
FAQ for Aditya Birla Sun Life Medium Term Plan Institutional-Growth
How to Invest in 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.
What is the current NAV of Aditya Birla Sun Life Medium Term Plan Institutional-Growth Today?
The latest declared NAV of Aditya Birla Sun Life Medium Term Plan Institutional-Growth, is ₹22.1442 as of 14-Jul-2026.
What is the return of Aditya Birla Sun Life Medium Term Plan Institutional-Growth in the last 5 years?
Over the past five years, Aditya Birla Sun Life Medium Term Plan Institutional-Growth has delivered an annualised return of --% as of 14-Jul-2026.
What is the minimum investment required in Aditya Birla Sun Life Medium Term Plan Institutional-Growth?
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.
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