Aditya Birla Sun Life Medium Term Plan Institutional-Growth
Returns
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
|
Return (%) |
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Expense Ratio (%)
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|---|---|---|---|---|---|---|
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Moderately High
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1.21 |
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|
Moderately High
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1.40 |
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Moderately High
|
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1.33 |
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Moderately High
|
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1.56 |
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Moderately High
|
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1.32 |
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 ₹3,098 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
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 26-May-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 26-May-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.
