4 Best Debt Funds by Aditya Birla Sun Life Mutual Fund 2026

Updated on January 17, 2026 , 20392 views

Investors who want to preserve their money, Debt Funds by Birla Sun Life Mutual Fund is the best for you. These funds also provide high liquidity along with tax-efficient returns. Debt funds invest in a mix of debt investments such as government securities (G-Secs), treasury bills, money market instruments, etc. These funds invest in debt securities of different maturities with each security having a fixed maturity date and interest rate. Thus, debt funds a lower risk investment compared to Equity Funds.

Birla Sun Life Mutual Fund generally invests in instruments like Bonds of reputed Indian companies and securities issued by the Government of India, which is considered relatively safe.

Thus investors who want to earn a regular income can ideally invest in these listed top 4 Best Debt Funds by Birla Sun Life Mutual Fund. These funds have been shortlisted by undertaking certain parameters like AUM, NAV, past returns, the credit quality of the Portfolio, average maturity, etc.

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Why Invest in ABSL Debt Funds?

Investors who are planning to achieve short-term Financial goals, then debt funds can be a good option. Recommended debt fund instruments for this plan are short-term, ultra-short term debt funds or Liquid Funds. In a short term investment, you need to ensure safety and liquidity which are well offered by debt funds.
Since, debt funds largely invest in government securities, corporate debt and other securities like treasury bills, etc., they are not affected by equity market Volatility.
Investors can earn better returns than Bank Savings Account in Liquid Funds. These funds are highly recommendable if you want to earn decent returns in a short term.
Debt funds are considered to be an ideal investment for generating regular income. For example, choosing dividend payout can be an option for regular income.

Fund Selection Methodology used to find 4 funds

Category: Debt
Asset Management Company : Birla%20Sun%20Life
AUM Range: 100 to 50000 Cr
Sorted On : drat (high to low)
Tags: fcpro
No Of Funds: 4

Best Aditya Birla Sun Life Debt Mutual Funds

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	2024 (%)	Debt Yield (YTM)	Mod. Duration	Eff. Maturity
Aditya Birla Sun Life Savings Fund Growth	₹566.714 ↑ 0.09	₹23,615	1.3	2.8	7.1	7.4	7.4	6.81%	5M 19D	6M 11D
Aditya Birla Sun Life Money Manager Fund Growth	₹382.456 ↑ 0.07	₹27,449	1.3	2.7	7.1	7.4	7.4	6.62%	6M 11D	6M 11D
Aditya Birla Sun Life Corporate Bond Fund Growth	₹115.473 ↓ -0.05	₹29,856	0.2	1.4	6.6	7.4	7.4	7.12%	4Y 10M 24D	7Y 6M 14D
Aditya Birla Sun Life Medium Term Plan Growth	₹41.8937 ↓ -0.04	₹2,905	2.5	4.3	12.3	9.9	10.9	7.78%	3Y 4M 24D	4Y 6M 7D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Jan 26

Research Highlights & Commentary of 4 Funds showcased

Commentary	Aditya Birla Sun Life Savings Fund	Aditya Birla Sun Life Money Manager Fund	Aditya Birla Sun Life Corporate Bond Fund	Aditya Birla Sun Life Medium Term Plan
Point 1	Lower mid AUM (₹23,615 Cr).	Upper mid AUM (₹27,449 Cr).	Highest AUM (₹29,856 Cr).	Bottom quartile AUM (₹2,905 Cr).
Point 2	Established history (22+ yrs).	Established history (20+ yrs).	Oldest track record among peers (28 yrs).	Established history (16+ yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 5★ (lower mid).	Rating: 4★ (bottom quartile).
Point 4	Risk profile: Moderately Low.	Risk profile: Low.	Risk profile: Moderately Low.	Risk profile: Moderate.
Point 5	1Y return: 7.15% (upper mid).	1Y return: 7.14% (lower mid).	1Y return: 6.60% (bottom quartile).	1Y return: 12.30% (top quartile).
Point 6	1M return: 0.31% (lower mid).	1M return: 0.32% (upper mid).	1M return: -0.14% (bottom quartile).	1M return: 1.86% (top quartile).
Point 7	Sharpe: 3.14 (top quartile).	Sharpe: 3.04 (upper mid).	Sharpe: 0.66 (bottom quartile).	Sharpe: 2.01 (lower mid).
Point 8	Information ratio: 0.00 (top quartile).	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (lower mid).	Information ratio: 0.00 (bottom quartile).
Point 9	Yield to maturity (debt): 6.81% (lower mid).	Yield to maturity (debt): 6.62% (bottom quartile).	Yield to maturity (debt): 7.12% (upper mid).	Yield to maturity (debt): 7.78% (top quartile).
Point 10	Modified duration: 0.47 yrs (top quartile).	Modified duration: 0.53 yrs (upper mid).	Modified duration: 4.90 yrs (bottom quartile).	Modified duration: 3.40 yrs (lower mid).

Aditya Birla Sun Life Savings Fund

Lower mid AUM (₹23,615 Cr).
Established history (22+ yrs).
Top rated.
Risk profile: Moderately Low.
1Y return: 7.15% (upper mid).
1M return: 0.31% (lower mid).
Sharpe: 3.14 (top quartile).
Information ratio: 0.00 (top quartile).
Yield to maturity (debt): 6.81% (lower mid).
Modified duration: 0.47 yrs (top quartile).

Aditya Birla Sun Life Money Manager Fund

Upper mid AUM (₹27,449 Cr).
Established history (20+ yrs).
Rating: 5★ (upper mid).
Risk profile: Low.
1Y return: 7.14% (lower mid).
1M return: 0.32% (upper mid).
Sharpe: 3.04 (upper mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 6.62% (bottom quartile).
Modified duration: 0.53 yrs (upper mid).

Aditya Birla Sun Life Corporate Bond Fund

Highest AUM (₹29,856 Cr).
Oldest track record among peers (28 yrs).
Rating: 5★ (lower mid).
Risk profile: Moderately Low.
1Y return: 6.60% (bottom quartile).
1M return: -0.14% (bottom quartile).
Sharpe: 0.66 (bottom quartile).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 7.12% (upper mid).
Modified duration: 4.90 yrs (bottom quartile).

Aditya Birla Sun Life Medium Term Plan

Bottom quartile AUM (₹2,905 Cr).
Established history (16+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderate.
1Y return: 12.30% (top quartile).
1M return: 1.86% (top quartile).
Sharpe: 2.01 (lower mid).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 7.78% (top quartile).
Modified duration: 3.40 yrs (lower mid).

About the Fincash Research Team

At Fincash, our mission is to help investors make informed, confident decisions. With over 10 years in Mutual Fund distribution, our team blends deep industry expertise with a commitment to transparency, accuracy, and investor education.

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Location: Thane, Maharashtra, India
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Market analysts tracking performance, macro trends, and sectors.
Data specialists processing NAVs, allocations, and risk metrics from Morning Star.

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Data sourcing: SEBI-registered fund houses & verified third-party provider Morning Star
Screening: Returns, manager track record, expenses, sector mix, risk-adjusted metrics.
Expert review: Senior team members review every article and list for accuracy.
Updates: Regular refreshes so performance data reflects current market conditions.

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Disclaimer

Content is for educational and informational purposes only and is not investment advice. Please consider your risk profile and consult a financial advisor before investing.

1. Aditya Birla Sun Life Savings Fund

The primary objective of the schemes is to generate regular income through investments in debt and money market instruments. Income maybe generated through the receipt of coupon payments or the purchase and sale of securities in the underlying portfolio. The schemes will under normal market conditions, invest its net assets in fixed income securities, money market instruments, cash and cash equivalents.

Research Highlights for Aditya Birla Sun Life Savings Fund

Lower mid AUM (₹23,615 Cr).
Established history (22+ yrs).
Top rated.
Risk profile: Moderately Low.
1Y return: 7.15% (upper mid).
1M return: 0.31% (lower mid).
Sharpe: 3.14 (top quartile).
Information ratio: 0.00 (top quartile).
Yield to maturity (debt): 6.81% (lower mid).
Modified duration: 0.47 yrs (top quartile).
Average maturity: 0.53 yrs (top quartile).
Exit load: NIL.
Top sector: Financial Services.
Top bond sector: Corporate.
Conservative stance with elevated cash (~48%).
High-quality debt (AAA/AA ~100%).
Largest holding Shriram Finance Limited (~2.6%).

Below is the key information for Aditya Birla Sun Life Savings Fund

Aditya Birla Sun Life Savings Fund Growth
Launch Date	16 Apr 03
NAV (19 Jan 26)	₹566.714 ↑ 0.09 (0.02 %)
Net Assets (Cr)	₹23,615 on 31 Dec 25
Category	Debt - Ultrashort Bond
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆☆☆☆
Risk	Moderately Low
Expense Ratio	0.55
Sharpe Ratio	3.14
Information Ratio	0
Alpha Ratio	0
Min Investment	1,000
Min SIP Investment	1,000
Exit Load	NIL
Yield to Maturity	6.81%
Effective Maturity	6 Months 11 Days
Modified Duration	5 Months 19 Days
Sub Cat.	Ultrashort Bond

Growth of 10,000 investment over the years.

Date	Value
31 Dec 20	₹10,000
31 Dec 21	₹10,389
31 Dec 22	₹10,884
31 Dec 23	₹11,664
31 Dec 24	₹12,580
31 Dec 25	₹13,510

Aditya Birla Sun Life Savings Fund SIP Returns

Total investment amount is ₹180,000
expected amount after 3 Years is ₹200,132.
Net Profit of ₹20,132 Invest Now

Returns for Aditya Birla Sun Life Savings Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Jan 26

Duration	Returns
1 Month	0.3%
3 Month	1.3%
6 Month	2.8%
1 Year	7.1%
3 Year	7.4%
5 Year	6.2%
10 Year
15 Year
Since launch	7.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	7.4%
2023	7.9%
2022	7.2%
2021	4.8%
2020	3.9%
2019	7%
2018	8.5%
2017	7.6%
2016	7.2%
2015	9.2%

Fund Manager information for Aditya Birla Sun Life Savings Fund

Name	Since	Tenure
Sunaina Cunha	20 Jun 14	11.54 Yr.
Kaustubh Gupta	15 Jul 11	14.48 Yr.
Monika Gandhi	22 Mar 21	4.78 Yr.

Data below for Aditya Birla Sun Life Savings Fund as on 31 Dec 25

Asset Allocation

Asset Class	Value
Cash	47.86%
Debt	51.91%
Other	0.24%

Debt Sector Allocation

Sector	Value
Corporate	53.86%
Cash Equivalent	29.6%
Government	16.31%

Credit Quality

Rating	Value
AA	25.17%
AAA	74.83%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Shriram Finance Limited Debentures \| -	3%	₹615 Cr	60,000
National Bank For Agriculture And Rural Development Debentures \| -	2%	₹547 Cr	54,000
Nirma Limited Debentures \| -	2%	₹486 Cr	48,500
Bharti Telecom Limited Debentures \| -	2%	₹399 Cr	40,000 ↑ 5,000
07.22 GJ Sdl 2028 Sovereign Bonds \| -	2%	₹376 Cr	37,500,000
Muthoot Finance Limited Debentures \| -	1%	₹352 Cr	35,000
Mankind Pharma Limited Debentures \| -	1%	₹347 Cr	34,500
National Bank For Agriculture And Rural Development Debentures \| -	1%	₹304 Cr	30,000
Avanse Financial Services Limited Debentures \| -	1%	₹301 Cr	30,000
Power Finance Corporation Limited Debentures \| -	1%	₹298 Cr	30,000

2. Aditya Birla Sun Life Money Manager Fund

(Erstwhile Aditya Birla Sun Life Floating Rate Fund - Short Term)

The primary objective of the schemes is to generate regular income through investment in a portfolio comprising substantially of floating rate debt / money market instruments. The schemes may invest a portion of its net assets in fixed rate debt securities and money market instruments.

Research Highlights for Aditya Birla Sun Life Money Manager Fund

Upper mid AUM (₹27,449 Cr).
Established history (20+ yrs).
Rating: 5★ (upper mid).
Risk profile: Low.
1Y return: 7.14% (lower mid).
1M return: 0.32% (upper mid).
Sharpe: 3.04 (upper mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 6.62% (bottom quartile).
Modified duration: 0.53 yrs (upper mid).
Average maturity: 0.53 yrs (upper mid).
Exit load: NIL.
Higher exposure to Financial Services vs peer median.
Top bond sector: Corporate.
Conservative stance with elevated cash (~86%).
High-quality debt (AAA/AA ~100%).
Largest holding 5.63% Govt Stock 2026 (~2.8%).

Below is the key information for Aditya Birla Sun Life Money Manager Fund

Aditya Birla Sun Life Money Manager Fund Growth
Launch Date	13 Oct 05
NAV (19 Jan 26)	₹382.456 ↑ 0.07 (0.02 %)
Net Assets (Cr)	₹27,449 on 31 Dec 25
Category	Debt - Money Market
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆☆☆☆
Risk	Low
Expense Ratio	0.35
Sharpe Ratio	3.04
Information Ratio	0
Alpha Ratio	0
Min Investment	1,000
Min SIP Investment	1,000
Exit Load	NIL
Yield to Maturity	6.62%
Effective Maturity	6 Months 11 Days
Modified Duration	6 Months 11 Days
Sub Cat.	Money Market

Growth of 10,000 investment over the years.

Date	Value
31 Dec 20	₹10,000
31 Dec 21	₹10,384
31 Dec 22	₹10,887
31 Dec 23	₹11,695
31 Dec 24	₹12,604
31 Dec 25	₹13,536

Aditya Birla Sun Life Money Manager Fund SIP Returns

Total investment amount is ₹180,000
expected amount after 3 Years is ₹200,132.
Net Profit of ₹20,132 Invest Now

Returns for Aditya Birla Sun Life Money Manager Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Jan 26

Duration	Returns
1 Month	0.3%
3 Month	1.3%
6 Month	2.7%
1 Year	7.1%
3 Year	7.4%
5 Year	6.2%
10 Year
15 Year
Since launch	6.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	7.4%
2023	7.8%
2022	7.4%
2021	4.8%
2020	3.8%
2019	6.6%
2018	8%
2017	7.9%
2016	6.8%
2015	7.7%

Fund Manager information for Aditya Birla Sun Life Money Manager Fund

Name	Since	Tenure
Kaustubh Gupta	15 Jul 11	14.48 Yr.
Anuj Jain	22 Mar 21	4.78 Yr.
Mohit Sharma	1 Apr 17	8.76 Yr.

Data below for Aditya Birla Sun Life Money Manager Fund as on 31 Dec 25

Asset Allocation

Asset Class	Value
Cash	85.58%
Debt	14.14%
Other	0.27%

Debt Sector Allocation

Sector	Value
Corporate	43.32%
Cash Equivalent	41.17%
Government	15.23%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
5.63% Govt Stock 2026 Sovereign Bonds \| -	3%	₹770 Cr	77,000,000
India (Republic of) - \| -	2%	₹497 Cr	50,000,000
India (Republic of) - \| -	1%	₹384 Cr	40,000,000
07.49 GJ Sgs 2026 Sovereign Bonds \| -	1%	₹329 Cr	32,500,000
7.59% Govt Stock 2026 Sovereign Bonds \| -	1%	₹240 Cr	24,000,000
Treasury Bill Sovereign Bonds \| -	1%	₹239 Cr	25,000,000
07.57 GJ Sgs 2026 Sovereign Bonds \| -	1%	₹239 Cr	23,500,000
Karur Vysya Bank Ltd. Debentures \| -	1%	₹235 Cr	5,000
Treasury Bills Sovereign Bonds \| -	1%	₹217 Cr	22,500,000 ↑ 22,500,000
Union Bank of India Domestic Bonds \| -	1%	₹195 Cr	4,000

3. Aditya Birla Sun Life Corporate Bond Fund

(Erstwhile Aditya Birla Sun Life Short Term Fund)

An Open-ended income scheme with the objective to generate income and capital appreciation by investing 100% of the corpus in a diversified portfolio of debt and money market securities.

Research Highlights for Aditya Birla Sun Life Corporate Bond Fund

Highest AUM (₹29,856 Cr).
Oldest track record among peers (28 yrs).
Rating: 5★ (lower mid).
Risk profile: Moderately Low.
1Y return: 6.60% (bottom quartile).
1M return: -0.14% (bottom quartile).
Sharpe: 0.66 (bottom quartile).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 7.12% (upper mid).
Modified duration: 4.90 yrs (bottom quartile).
Average maturity: 7.54 yrs (bottom quartile).
Exit load: NIL.
Top sector: Financial Services.
Top bond sector: Corporate.
Debt-heavy allocation (~97%).
High-quality debt (AAA/AA ~100%).
Largest holding 6.92% Govt Stock 2039 (~7.4%).

Below is the key information for Aditya Birla Sun Life Corporate Bond Fund

Aditya Birla Sun Life Corporate Bond Fund Growth
Launch Date	3 Mar 97
NAV (19 Jan 26)	₹115.473 ↓ -0.05 (-0.04 %)
Net Assets (Cr)	₹29,856 on 31 Dec 25
Category	Debt - Corporate Bond
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆☆☆☆
Risk	Moderately Low
Expense Ratio	0.52
Sharpe Ratio	0.66
Information Ratio	0
Alpha Ratio	0
Min Investment	1,000
Min SIP Investment	100
Exit Load	NIL
Yield to Maturity	7.12%
Effective Maturity	7 Years 6 Months 14 Days
Modified Duration	4 Years 10 Months 24 Days
Sub Cat.	Corporate Bond

Growth of 10,000 investment over the years.

Date	Value
31 Dec 20	₹10,000
31 Dec 21	₹10,404
31 Dec 22	₹10,828
31 Dec 23	₹11,618
31 Dec 24	₹12,610
31 Dec 25	₹13,539

Aditya Birla Sun Life Corporate Bond Fund SIP Returns

Total investment amount is ₹180,000
expected amount after 3 Years is ₹200,132.
Net Profit of ₹20,132 Invest Now

Returns for Aditya Birla Sun Life Corporate Bond Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Jan 26

Duration	Returns
1 Month	-0.1%
3 Month	0.2%
6 Month	1.4%
1 Year	6.6%
3 Year	7.4%
5 Year	6.2%
10 Year
15 Year
Since launch	8.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	7.4%
2023	8.5%
2022	7.3%
2021	4.1%
2020	4%
2019	11.9%
2018	9.6%
2017	7%
2016	6.5%
2015	10.2%

Fund Manager information for Aditya Birla Sun Life Corporate Bond Fund

Name	Since	Tenure
Kaustubh Gupta	12 Apr 21	4.73 Yr.

Data below for Aditya Birla Sun Life Corporate Bond Fund as on 31 Dec 25

Asset Allocation

Asset Class	Value
Cash	2.97%
Debt	96.76%
Other	0.27%

Debt Sector Allocation

Sector	Value
Corporate	56.15%
Government	40.61%
Cash Equivalent	2.97%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
6.92% Govt Stock 2039 Sovereign Bonds \| -	7%	₹2,223 Cr	222,236,200
6.68% Govt Stock 2040 Sovereign Bonds \| -	5%	₹1,607 Cr	165,500,000 ↑ 7,000,000
National Bank For Agriculture And Rural Development Debentures \| -	4%	₹1,200 Cr	118,500
6.33% Govt Stock 2035 Sovereign Bonds \| -	4%	₹1,079 Cr	110,000,000 ↓ -12,090,500
6.79% Govt Stock 2034 Sovereign Bonds \| -	4%	₹1,055 Cr	104,519,400 ↓ -6,000,000
7.34% Govt Stock 2064 Sovereign Bonds \| -	3%	₹798 Cr	80,000,000
Jamnagar Utilities & Power Private Limited Debentures \| -	2%	₹592 Cr	59,000
Rec Limited Debentures \| -	2%	₹579 Cr	60,000
Bharti Telecom Limited Debentures \| -	2%	₹578 Cr	58,000
Bajaj Housing Finance Limited Debentures \| -	2%	₹560 Cr	55,000

4. Aditya Birla Sun Life Medium Term Plan

The primary investment objective of the Scheme is to generate regular income through investments in debt & money market instruments in order to make regular dividend payments to unit holders & secondary objective is growth of capital.

Research Highlights for Aditya Birla Sun Life Medium Term Plan

Bottom quartile AUM (₹2,905 Cr).
Established history (16+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderate.
1Y return: 12.30% (top quartile).
1M return: 1.86% (top quartile).
Sharpe: 2.01 (lower mid).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 7.78% (top quartile).
Modified duration: 3.40 yrs (lower mid).
Average maturity: 4.52 yrs (lower mid).
Exit load: 0-365 Days (1%),365 Days and above(NIL).
Top sector: Real Estate.
Top bond sector: Corporate.
Debt-heavy allocation (~91%).
High-quality debt (AAA/AA ~90%).
Largest holding 6.79% Govt Stock 2034 (~9.7%).

Below is the key information for Aditya Birla Sun Life Medium Term Plan

Aditya Birla Sun Life Medium Term Plan Growth
Launch Date	25 Mar 09
NAV (19 Jan 26)	₹41.8937 ↓ -0.04 (-0.09 %)
Net Assets (Cr)	₹2,905 on 31 Dec 25
Category	Debt - Medium term Bond
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆☆☆
Risk	Moderate
Expense Ratio	1.57
Sharpe Ratio	2.01
Information Ratio	0
Alpha Ratio	0
Min Investment	1,000
Min SIP Investment	1,000
Exit Load	0-365 Days (1%),365 Days and above(NIL)
Yield to Maturity	7.78%
Effective Maturity	4 Years 6 Months 7 Days
Modified Duration	3 Years 4 Months 24 Days
Sub Cat.	Medium term Bond

Growth of 10,000 investment over the years.

Date	Value
31 Dec 20	₹10,000
31 Dec 21	₹10,710
31 Dec 22	₹13,367
31 Dec 23	₹14,292
31 Dec 24	₹15,787
31 Dec 25	₹17,510

Aditya Birla Sun Life Medium Term Plan SIP Returns

Total investment amount is ₹180,000
expected amount after 3 Years is ₹218,539.
Net Profit of ₹38,539 Invest Now

Returns for Aditya Birla Sun Life Medium Term Plan

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Jan 26

Duration	Returns
1 Month	1.9%
3 Month	2.5%
6 Month	4.3%
1 Year	12.3%
3 Year	9.9%
5 Year	12.1%
10 Year
15 Year
Since launch	8.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	10.9%
2023	10.5%
2022	6.9%
2021	24.8%
2020	7.1%
2019	8.1%
2018	-4.4%
2017	5.6%
2016	7%
2015	10.9%

Fund Manager information for Aditya Birla Sun Life Medium Term Plan

Name	Since	Tenure
Sunaina Cunha	1 Sep 14	11.34 Yr.
Mohit Sharma	6 Aug 20	5.41 Yr.

Data below for Aditya Birla Sun Life Medium Term Plan as on 31 Dec 25

Asset Allocation

Asset Class	Value
Cash	4.85%
Equity	4.1%
Debt	90.79%
Other	0.25%

Debt Sector Allocation

Sector	Value
Corporate	56.52%
Government	34.28%
Cash Equivalent	4.85%

Credit Quality

Rating	Value
A	10.07%
AA	38.92%
AAA	51.02%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
6.79% Govt Stock 2034 Sovereign Bonds \| -	10%	₹283 Cr	28,000,000 ↓ -5,000,000
7.1% Govt Stock 2034 Sovereign Bonds \| -	8%	₹244 Cr	23,696,700
7.18% Govt Stock 2033 Sovereign Bonds \| -	7%	₹191 Cr	18,500,000
Hinduja Leyland Finance Limited Debentures \| -	4%	₹109 Cr	11,000 ↑ 2,500
Nuvama Wealth Finance Limited Debentures \| -	3%	₹96 Cr	9,500
GMR Airports Limited Debentures \| -	3%	₹81 Cr	8,000
Jubilant Bevco Limited Debentures \| -	3%	₹79 Cr	7,400
Jtpm Metal TRaders Limited Debentures \| -	3%	₹79 Cr	7,673
Indian Railway Finance Corporation Limited Debentures \| -	3%	₹75 Cr	7,500
Kogta Financial (India) Limited Debentures \| -	2%	₹72 Cr	7,250

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Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.