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ফিনক্যাশ »আদিত্য বিড়লা সান লাইফ মিউচুয়াল ফান্ড »ঋণ তহবিল

আদিত্য বিড়লা সান লাইফ মিউচুয়াল ফান্ড 2022-এর 4টি সেরা ঋণ তহবিল

Updated on August 9, 2025 , 20229 views

বিনিয়োগকারীরা তাদের অর্থ সংরক্ষণ করতে চান, ঋণ তহবিল দ্বারাবিড়লা সান লাইফ মিউচুয়াল ফান্ড আপনার জন্য সেরা। এই তহবিল উচ্চ প্রদানতারল্য কর-দক্ষ রিটার্ন সহ। ঋণ তহবিল ঋণ বিনিয়োগের মিশ্রণে বিনিয়োগ করে যেমন সরকারী সিকিউরিটিজ (G-Secs), ট্রেজারি বিল,অর্থ বাজার যন্ত্র, ইত্যাদি এইভাবে, ঋণ তহবিলের তুলনায় কম ঝুঁকি বিনিয়োগইক্যুইটি ফান্ড.

বিড়লা সান লাইফপারস্পরিক তহবিল সাধারণত যেমন যন্ত্র বিনিয়োগবন্ড স্বনামধন্য ভারতীয় কোম্পানি এবং ভারত সরকার দ্বারা জারি করা সিকিউরিটিজ, যা তুলনামূলকভাবে নিরাপদ বলে মনে করা হয়।

এভাবে বিনিয়োগকারীরা যারা নিয়মিত আয় করতে চানআয় আদর্শভাবে এই তালিকাভুক্ত শীর্ষ 4 এ বিনিয়োগ করতে পারেনসেরা ঋণ তহবিল বিড়লা সান লাইফ মিউচুয়াল ফান্ড দ্বারা। এই তহবিলগুলি AUM এর মতো নির্দিষ্ট পরামিতিগুলি গ্রহণ করে সংক্ষিপ্ত তালিকাভুক্ত করা হয়েছে,না, অতীতের আয়, পোর্টফোলিওর ক্রেডিট গুণমান, গড় পরিপক্কতা, ইত্যাদি।

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Birla

কেন ABSL ডেট ফান্ডে বিনিয়োগ করবেন?

  • বিনিয়োগকারীরা যারা স্বল্পমেয়াদী অর্জনের পরিকল্পনা করছেনআর্থিক লক্ষ্য, তারপর ঋণ তহবিল একটি ভাল বিকল্প হতে পারে. প্রস্তাবিতঋণ তহবিল এই পরিকল্পনার জন্য উপকরণগুলি স্বল্পমেয়াদী, অতি-স্বল্পমেয়াদী ঋণ তহবিল বাতরল তহবিল. স্বল্পমেয়াদী বিনিয়োগে, আপনাকে নিরাপত্তা এবং তারল্য নিশ্চিত করতে হবে যা ঋণ তহবিল দ্বারা ভালভাবে দেওয়া হয়।

  • যেহেতু, ঋণ তহবিলগুলি মূলত সরকারী সিকিউরিটিজ, কর্পোরেট ঋণ এবং অন্যান্য সিকিউরিটি যেমন ট্রেজারি বিল ইত্যাদিতে বিনিয়োগ করে, তাই তারা ইক্যুইটি দ্বারা প্রভাবিত হয় নাবাজার অস্থিরতা

  • বিনিয়োগকারীরা এর চেয়ে ভালো আয় করতে পারেব্যাংক সঞ্চয় অ্যাকাউন্ট ভিতরেতরল তহবিল. আপনি যদি স্বল্প মেয়াদে শালীন আয় করতে চান তবে এই তহবিলগুলি অত্যন্ত সুপারিশযোগ্য।

  • নিয়মিত আয়ের জন্য ঋণ তহবিল একটি আদর্শ বিনিয়োগ হিসাবে বিবেচিত হয়। উদাহরণস্বরূপ, লভ্যাংশ পরিশোধ করা নিয়মিত আয়ের জন্য একটি বিকল্প হতে পারে।

সেরা আদিত্য বিড়লা সান লাইফ ডেট মিউচুয়াল ফান্ড

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2024 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Aditya Birla Sun Life Corporate Bond Fund Growth ₹113.756
↓ -0.11 		₹28,6751.44.48.57.88.56.94%4Y 5M 26D6Y 11M 23D
Aditya Birla Sun Life Savings Fund Growth ₹553.242
↑ 0.22 		₹20,22824.18.17.47.96.72%5M 26D6M 29D
Aditya Birla Sun Life Money Manager Fund Growth ₹373.623
↑ 0.15 		₹29,9091.94.187.57.86.67%6M 25D6M 25D
Aditya Birla Sun Life Medium Term Plan Growth ₹40.2434
↓ -0.02 		₹2,7322.27.313.39.410.57.52%3Y 7M 17D4Y 10M 10D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 Aug 25

Research Highlights & Commentary of 4 Funds showcased

CommentaryAditya Birla Sun Life Corporate Bond FundAditya Birla Sun Life Savings FundAditya Birla Sun Life Money Manager FundAditya Birla Sun Life Medium Term Plan
Point 1Upper mid AUM (₹28,675 Cr).Lower mid AUM (₹20,228 Cr).Highest AUM (₹29,909 Cr).Bottom quartile AUM (₹2,732 Cr).
Point 2Oldest track record among peers (28 yrs).Established history (22+ yrs).Established history (19+ yrs).Established history (16+ yrs).
Point 3Top rated.Rating: 5★ (upper mid).Rating: 5★ (lower mid).Rating: 4★ (bottom quartile).
Point 4Risk profile: Moderately Low.Risk profile: Moderately Low.Risk profile: Low.Risk profile: Moderate.
Point 51Y return: 8.53% (upper mid).1Y return: 8.09% (lower mid).1Y return: 8.00% (bottom quartile).1Y return: 13.32% (top quartile).
Point 61M return: 0.11% (bottom quartile).1M return: 0.50% (top quartile).1M return: 0.48% (upper mid).1M return: 0.34% (lower mid).
Point 7Sharpe: 1.66 (bottom quartile).Sharpe: 3.55 (top quartile).Sharpe: 3.32 (upper mid).Sharpe: 3.02 (lower mid).
Point 8Information ratio: 0.00 (top quartile).Information ratio: 0.00 (upper mid).Information ratio: 0.00 (lower mid).Information ratio: 0.00 (bottom quartile).
Point 9Yield to maturity (debt): 6.94% (upper mid).Yield to maturity (debt): 6.72% (lower mid).Yield to maturity (debt): 6.67% (bottom quartile).Yield to maturity (debt): 7.52% (top quartile).
Point 10Modified duration: 4.49 yrs (bottom quartile).Modified duration: 0.49 yrs (top quartile).Modified duration: 0.57 yrs (upper mid).Modified duration: 3.63 yrs (lower mid).

Aditya Birla Sun Life Corporate Bond Fund

  • Upper mid AUM (₹28,675 Cr).
  • Oldest track record among peers (28 yrs).
  • Top rated.
  • Risk profile: Moderately Low.
  • 1Y return: 8.53% (upper mid).
  • 1M return: 0.11% (bottom quartile).
  • Sharpe: 1.66 (bottom quartile).
  • Information ratio: 0.00 (top quartile).
  • Yield to maturity (debt): 6.94% (upper mid).
  • Modified duration: 4.49 yrs (bottom quartile).

Aditya Birla Sun Life Savings Fund

  • Lower mid AUM (₹20,228 Cr).
  • Established history (22+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Moderately Low.
  • 1Y return: 8.09% (lower mid).
  • 1M return: 0.50% (top quartile).
  • Sharpe: 3.55 (top quartile).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 6.72% (lower mid).
  • Modified duration: 0.49 yrs (top quartile).

Aditya Birla Sun Life Money Manager Fund

  • Highest AUM (₹29,909 Cr).
  • Established history (19+ yrs).
  • Rating: 5★ (lower mid).
  • Risk profile: Low.
  • 1Y return: 8.00% (bottom quartile).
  • 1M return: 0.48% (upper mid).
  • Sharpe: 3.32 (upper mid).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 6.67% (bottom quartile).
  • Modified duration: 0.57 yrs (upper mid).

Aditya Birla Sun Life Medium Term Plan

  • Bottom quartile AUM (₹2,732 Cr).
  • Established history (16+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderate.
  • 1Y return: 13.32% (top quartile).
  • 1M return: 0.34% (lower mid).
  • Sharpe: 3.02 (lower mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 7.52% (top quartile).
  • Modified duration: 3.63 yrs (lower mid).

1. 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

  • Upper mid AUM (₹28,675 Cr).
  • Oldest track record among peers (28 yrs).
  • Top rated.
  • Risk profile: Moderately Low.
  • 1Y return: 8.53% (upper mid).
  • 1M return: 0.11% (bottom quartile).
  • Sharpe: 1.66 (bottom quartile).
  • Information ratio: 0.00 (top quartile).
  • Yield to maturity (debt): 6.94% (upper mid).
  • Modified duration: 4.49 yrs (bottom quartile).
  • Average maturity: 6.98 yrs (bottom quartile).
  • Exit load: NIL.

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 (11 Aug 25) ₹113.756 ↓ -0.11   (-0.10 %)
Net Assets (Cr) ₹28,675 on 15 Jul 25
Category Debt - Corporate Bond
AMC Birla Sun Life Asset Management Co Ltd
Rating ☆☆☆☆☆
Risk Moderately Low
Expense Ratio 0.5
Sharpe Ratio 1.66
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
Min SIP Investment 100
Exit Load NIL
Yield to Maturity 6.94%
Effective Maturity 6 Years 11 Months 23 Days
Modified Duration 4 Years 5 Months 26 Days
Sub Cat. Corporate Bond

Growth of 10,000 investment over the years.

DateValue
31 Jul 20₹10,000
31 Jul 21₹10,559
31 Jul 22₹10,887
31 Jul 23₹11,654
31 Jul 24₹12,572
31 Jul 25₹13,703

Aditya Birla Sun Life Corporate Bond Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual 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 11 Aug 25

DurationReturns
1 Month 0.1%
3 Month 1.4%
6 Month 4.4%
1 Year 8.5%
3 Year 7.8%
5 Year 6.5%
10 Year
15 Year
Since launch 8.9%
Historical performance (Yearly) on absolute basis
YearReturns
2024 8.5%
2023 7.3%
2022 4.1%
2021 4%
2020 11.9%
2019 9.6%
2018 7%
2017 6.5%
2016 10.2%
2015 8.9%
Fund Manager information for Aditya Birla Sun Life Corporate Bond Fund
NameSinceTenure
Kaustubh Gupta12 Apr 214.31 Yr.

Data below for Aditya Birla Sun Life Corporate Bond Fund as on 15 Jul 25

Asset Allocation
Asset ClassValue
Cash2.72%
Debt97%
Other0.27%
Debt Sector Allocation
SectorValue
Corporate60.25%
Government36.75%
Cash Equivalent2.72%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
6.92% Govt Stock 2039
Sovereign Bonds | -		9%₹2,703 Cr263,736,200
↑ 1,500,000
6.79% Govt Stock 2034
Sovereign Bonds | -		7%₹1,995 Cr194,000,000
↑ 5,000,000
National Bank For Agriculture And Rural Development
Debentures | -		4%₹1,134 Cr111,000
↑ 50,000
7.1% Govt Stock 2034
Sovereign Bonds | -		3%₹838 Cr80,161,700
↑ 5,500,000
Small Industries Development Bank Of India
Debentures | -		3%₹751 Cr74,550
7.34% Govt Stock 2064
Sovereign Bonds | -		2%₹696 Cr67,000,000
↓ -11,000,000
Small Industries Development Bank Of India
Debentures | -		2%₹604 Cr6,000
Jamnagar Utilities & Power Private Limited
Debentures | -		2%₹594 Cr59,000
Rec Limited
Debentures | -		2%₹589 Cr60,000
↑ 7,500
Bajaj Housing Finance Limited
Debentures | -		2%₹564 Cr55,000

2. 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 (₹20,228 Cr).
  • Established history (22+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Moderately Low.
  • 1Y return: 8.09% (lower mid).
  • 1M return: 0.50% (top quartile).
  • Sharpe: 3.55 (top quartile).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 6.72% (lower mid).
  • Modified duration: 0.49 yrs (top quartile).
  • Average maturity: 0.58 yrs (upper mid).
  • Exit load: NIL.

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 (11 Aug 25) ₹553.242 ↑ 0.22   (0.04 %)
Net Assets (Cr) ₹20,228 on 15 Jul 25
Category Debt - Ultrashort Bond
AMC Birla Sun Life Asset Management Co Ltd
Rating ☆☆☆☆☆
Risk Moderately Low
Expense Ratio 0.54
Sharpe Ratio 3.55
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
Min SIP Investment 1,000
Exit Load NIL
Yield to Maturity 6.72%
Effective Maturity 6 Months 29 Days
Modified Duration 5 Months 26 Days
Sub Cat. Ultrashort Bond

Growth of 10,000 investment over the years.

DateValue
31 Jul 20₹10,000
31 Jul 21₹10,459
31 Jul 22₹10,860
31 Jul 23₹11,598
31 Jul 24₹12,461
31 Jul 25₹13,467

Aditya Birla Sun Life Savings Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual 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 11 Aug 25

DurationReturns
1 Month 0.5%
3 Month 2%
6 Month 4.1%
1 Year 8.1%
3 Year 7.4%
5 Year 6.1%
10 Year
15 Year
Since launch 7.4%
Historical performance (Yearly) on absolute basis
YearReturns
2024 7.9%
2023 7.2%
2022 4.8%
2021 3.9%
2020 7%
2019 8.5%
2018 7.6%
2017 7.2%
2016 9.2%
2015 8.9%
Fund Manager information for Aditya Birla Sun Life Savings Fund
NameSinceTenure
Sunaina Cunha20 Jun 1411.12 Yr.
Kaustubh Gupta15 Jul 1114.06 Yr.
Monika Gandhi22 Mar 214.36 Yr.

Data below for Aditya Birla Sun Life Savings Fund as on 15 Jul 25

Asset Allocation
Asset ClassValue
Cash36.33%
Debt63.4%
Other0.27%
Debt Sector Allocation
SectorValue
Corporate64.44%
Cash Equivalent20.11%
Government15.18%
Credit Quality
RatingValue
AA36.06%
AAA64.07%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Shriram Finance Limited
Debentures | -		3%₹614 Cr60,000
Nirma Limited
Debentures | -		2%₹489 Cr48,500
Gujarat (Government of)
- | -		2%₹378 Cr37,500,000
Axis Bank Ltd.
Debentures | -		2%₹366 Cr7,500
↑ 500
Bharti Telecom Limited
Debentures | -		2%₹362 Cr3,600
Mankind Pharma Limited
Debentures | -		2%₹349 Cr34,500
Bharti Telecom Limited
Debentures | -		2%₹322 Cr3,200
↑ 500
National Bank For Agriculture And Rural Development
Debentures | -		2%₹317 Cr3,150
Avanse Financial Services Limited
Debentures | -		1%₹302 Cr30,000
ICICI Home Finance Company Limited
Debentures | -		1%₹270 Cr27,000

3. 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

  • Highest AUM (₹29,909 Cr).
  • Established history (19+ yrs).
  • Rating: 5★ (lower mid).
  • Risk profile: Low.
  • 1Y return: 8.00% (bottom quartile).
  • 1M return: 0.48% (upper mid).
  • Sharpe: 3.32 (upper mid).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 6.67% (bottom quartile).
  • Modified duration: 0.57 yrs (upper mid).
  • Average maturity: 0.57 yrs (top quartile).
  • Exit load: NIL.

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 (11 Aug 25) ₹373.623 ↑ 0.15   (0.04 %)
Net Assets (Cr) ₹29,909 on 15 Jul 25
Category Debt - Money Market
AMC Birla Sun Life Asset Management Co Ltd
Rating ☆☆☆☆☆
Risk Low
Expense Ratio 0.34
Sharpe Ratio 3.32
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
Min SIP Investment 1,000
Exit Load NIL
Yield to Maturity 6.67%
Effective Maturity 6 Months 25 Days
Modified Duration 6 Months 25 Days
Sub Cat. Money Market

Growth of 10,000 investment over the years.

DateValue
31 Jul 20₹10,000
31 Jul 21₹10,411
31 Jul 22₹10,808
31 Jul 23₹11,574
31 Jul 24₹12,452
31 Jul 25₹13,449

Aditya Birla Sun Life Money Manager Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual 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 11 Aug 25

DurationReturns
1 Month 0.5%
3 Month 1.9%
6 Month 4.1%
1 Year 8%
3 Year 7.5%
5 Year 6.1%
10 Year
15 Year
Since launch 6.9%
Historical performance (Yearly) on absolute basis
YearReturns
2024 7.8%
2023 7.4%
2022 4.8%
2021 3.8%
2020 6.6%
2019 8%
2018 7.9%
2017 6.8%
2016 7.7%
2015 8.4%
Fund Manager information for Aditya Birla Sun Life Money Manager Fund
NameSinceTenure
Kaustubh Gupta15 Jul 1114.06 Yr.
Anuj Jain22 Mar 214.36 Yr.
Mohit Sharma1 Apr 178.34 Yr.

Data below for Aditya Birla Sun Life Money Manager Fund as on 15 Jul 25

Asset Allocation
Asset ClassValue
Cash85.67%
Debt14.09%
Other0.24%
Debt Sector Allocation
SectorValue
Cash Equivalent43.61%
Corporate39.43%
Government16.72%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
5.15% Govt Stock 2025
Sovereign Bonds | -		3%₹749 Cr75,000,000
↑ 75,000,000
182 DTB 29082025
Sovereign Bonds | -		2%₹502 Cr50,500,000
↓ -64,500,000
National Bank for Agriculture and Rural Development
Domestic Bonds | -		1%₹336 Cr7,000
↑ 7,000
182 Days Tbill
Sovereign Bonds | -		1%₹298 Cr30,000,000
India (Republic of)
- | -		1%₹244 Cr25,000,000
↑ 25,000,000
7.59% Govt Stock 2026
Sovereign Bonds | -		1%₹242 Cr24,000,000
↑ 1,000,000
5.63% Govt Stock 2026
Sovereign Bonds | -		1%₹240 Cr24,000,000
↑ 24,000,000
Axis Bank Ltd.
Debentures | -		1%₹237 Cr5,000
↑ 5,000
REC Ltd.
Debentures | -		1%₹189 Cr4,000
↑ 4,000
Gs CG 12/12/2025 - (Strips) Tb
Sovereign Bonds | -		1%₹186 Cr19,009,500
↑ 19,009,500

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 (₹2,732 Cr).
  • Established history (16+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderate.
  • 1Y return: 13.32% (top quartile).
  • 1M return: 0.34% (lower mid).
  • Sharpe: 3.02 (lower mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 7.52% (top quartile).
  • Modified duration: 3.63 yrs (lower mid).
  • Average maturity: 4.86 yrs (lower mid).
  • Exit load: 0-365 Days (1%),365 Days and above(NIL).

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 (11 Aug 25) ₹40.2434 ↓ -0.02   (-0.05 %)
Net Assets (Cr) ₹2,732 on 15 Jul 25
Category Debt - Medium term Bond
AMC Birla Sun Life Asset Management Co Ltd
Rating ☆☆☆☆
Risk Moderate
Expense Ratio 1.55
Sharpe Ratio 3.02
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 7.52%
Effective Maturity 4 Years 10 Months 10 Days
Modified Duration 3 Years 7 Months 17 Days
Sub Cat. Medium term Bond

Growth of 10,000 investment over the years.

DateValue
31 Jul 20₹10,000
31 Jul 21₹10,944
31 Jul 22₹13,565
31 Jul 23₹14,546
31 Jul 24₹15,677
31 Jul 25₹17,818

Aditya Birla Sun Life Medium Term Plan SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual 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 11 Aug 25

DurationReturns
1 Month 0.3%
3 Month 2.2%
6 Month 7.3%
1 Year 13.3%
3 Year 9.4%
5 Year 12.2%
10 Year
15 Year
Since launch 8.9%
Historical performance (Yearly) on absolute basis
YearReturns
2024 10.5%
2023 6.9%
2022 24.8%
2021 7.1%
2020 8.1%
2019 -4.4%
2018 5.6%
2017 7%
2016 10.9%
2015 9.5%
Fund Manager information for Aditya Birla Sun Life Medium Term Plan
NameSinceTenure
Sunaina Cunha1 Sep 1410.92 Yr.
Mohit Sharma6 Aug 204.99 Yr.

Data below for Aditya Birla Sun Life Medium Term Plan as on 15 Jul 25

Asset Allocation
Asset ClassValue
Cash4.15%
Equity4.26%
Debt91.33%
Other0.26%
Debt Sector Allocation
SectorValue
Corporate56.42%
Government34.91%
Cash Equivalent4.15%
Credit Quality
RatingValue
A4%
AA42.22%
AAA53.79%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
6.79% Govt Stock 2034
Sovereign Bonds | -		8%₹231 Cr22,500,000
↓ -3,500,000
7.1% Govt Stock 2034
Sovereign Bonds | -		7%₹195 Cr18,696,700
7.18% Govt Stock 2033
Sovereign Bonds | -		7%₹194 Cr18,500,000
Nuvama Wealth Finance Limited
Debentures | -		4%₹96 Cr9,500
Jubilant Bevco Limited
Debentures | -		3%₹76 Cr7,400
Indian Railway Finance Corporation Limited
Debentures | -		3%₹76 Cr7,500
↑ 2,500
National Bank For Financing Infrastructure And Development
Debentures | -		3%₹71 Cr7,000
Power Grid Corporation Of India Limited
Debentures | -		3%₹70 Cr7,000
360 One Prime Limited
Debentures | -		2%₹65 Cr6,500
SK Finance Limited
Debentures | -		2%₹65 Cr6,500

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