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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 December 29, 2025 , 20365 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 Savings Fund Growth ₹566.27
↑ 0.31 		₹24,1291.53.27.47.57.96.66%5M 23D6M 18D
Aditya Birla Sun Life Money Manager Fund Growth ₹382.141
↑ 0.25 		₹32,5991.537.47.57.86.32%5M 23D5M 26D
Aditya Birla Sun Life Corporate Bond Fund Growth ₹116.002
↑ 0.11 		₹30,1191.52.47.47.78.56.98%4Y 9M 14D7Y 4M 2D
Aditya Birla Sun Life Medium Term Plan Growth ₹41.2379
↑ 0.03 		₹2,8861.63.210.99.410.57.48%3Y 8M 16D4Y 11M 5D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Dec 25

Research Highlights & Commentary of 4 Funds showcased

CommentaryAditya Birla Sun Life Savings FundAditya Birla Sun Life Money Manager FundAditya Birla Sun Life Corporate Bond FundAditya Birla Sun Life Medium Term Plan
Point 1Lower mid AUM (₹24,129 Cr).Highest AUM (₹32,599 Cr).Upper mid AUM (₹30,119 Cr).Bottom quartile AUM (₹2,886 Cr).
Point 2Established history (22+ yrs).Established history (20+ yrs).Oldest track record among peers (28 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: Low.Risk profile: Moderately Low.Risk profile: Moderate.
Point 51Y return: 7.39% (upper mid).1Y return: 7.39% (lower mid).1Y return: 7.37% (bottom quartile).1Y return: 10.92% (top quartile).
Point 61M return: 0.45% (upper mid).1M return: 0.49% (top quartile).1M return: 0.12% (bottom quartile).1M return: 0.18% (lower mid).
Point 7Sharpe: 3.69 (top quartile).Sharpe: 3.16 (upper mid).Sharpe: 0.87 (bottom quartile).Sharpe: 2.17 (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): 6.66% (lower mid).Yield to maturity (debt): 6.32% (bottom quartile).Yield to maturity (debt): 6.98% (upper mid).Yield to maturity (debt): 7.48% (top quartile).
Point 10Modified duration: 0.48 yrs (top quartile).Modified duration: 0.48 yrs (upper mid).Modified duration: 4.79 yrs (bottom quartile).Modified duration: 3.71 yrs (lower mid).

Aditya Birla Sun Life Savings Fund

  • Lower mid AUM (₹24,129 Cr).
  • Established history (22+ yrs).
  • Top rated.
  • Risk profile: Moderately Low.
  • 1Y return: 7.39% (upper mid).
  • 1M return: 0.45% (upper mid).
  • Sharpe: 3.69 (top quartile).
  • Information ratio: 0.00 (top quartile).
  • Yield to maturity (debt): 6.66% (lower mid).
  • Modified duration: 0.48 yrs (top quartile).

Aditya Birla Sun Life Money Manager Fund

  • Highest AUM (₹32,599 Cr).
  • Established history (20+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Low.
  • 1Y return: 7.39% (lower mid).
  • 1M return: 0.49% (top quartile).
  • Sharpe: 3.16 (upper mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 6.32% (bottom quartile).
  • Modified duration: 0.48 yrs (upper mid).

Aditya Birla Sun Life Corporate Bond Fund

  • Upper mid AUM (₹30,119 Cr).
  • Oldest track record among peers (28 yrs).
  • Rating: 5★ (lower mid).
  • Risk profile: Moderately Low.
  • 1Y return: 7.37% (bottom quartile).
  • 1M return: 0.12% (bottom quartile).
  • Sharpe: 0.87 (bottom quartile).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 6.98% (upper mid).
  • Modified duration: 4.79 yrs (bottom quartile).

Aditya Birla Sun Life Medium Term Plan

  • Bottom quartile AUM (₹2,886 Cr).
  • Established history (16+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderate.
  • 1Y return: 10.92% (top quartile).
  • 1M return: 0.18% (lower mid).
  • Sharpe: 2.17 (lower mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 7.48% (top quartile).
  • Modified duration: 3.71 yrs (lower mid).

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 (₹24,129 Cr).
  • Established history (22+ yrs).
  • Top rated.
  • Risk profile: Moderately Low.
  • 1Y return: 7.39% (upper mid).
  • 1M return: 0.45% (upper mid).
  • Sharpe: 3.69 (top quartile).
  • Information ratio: 0.00 (top quartile).
  • Yield to maturity (debt): 6.66% (lower mid).
  • Modified duration: 0.48 yrs (top quartile).
  • Average maturity: 0.55 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 (31 Dec 25) ₹566.27 ↑ 0.31   (0.06 %)
Net Assets (Cr) ₹24,129 on 15 Dec 25
Category Debt - Ultrashort Bond
AMC Birla Sun Life Asset Management Co Ltd
Rating ☆☆☆☆☆
Risk Moderately Low
Expense Ratio 0.55
Sharpe Ratio 3.69
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
Min SIP Investment 1,000
Exit Load NIL
Yield to Maturity 6.66%
Effective Maturity 6 Months 18 Days
Modified Duration 5 Months 23 Days
Sub Cat. Ultrashort Bond

Growth of 10,000 investment over the years.

DateValue
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

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 31 Dec 25

DurationReturns
1 Month 0.5%
3 Month 1.5%
6 Month 3.2%
1 Year 7.4%
3 Year 7.5%
5 Year 6.2%
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 1411.46 Yr.
Kaustubh Gupta15 Jul 1114.39 Yr.
Monika Gandhi22 Mar 214.7 Yr.

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

Asset Allocation
Asset ClassValue
Cash48.92%
Debt50.85%
Other0.23%
Debt Sector Allocation
SectorValue
Corporate49.49%
Cash Equivalent33.01%
Government17.27%
Credit Quality
RatingValue
AA28.14%
AAA71.86%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Shriram Finance Limited
Debentures | -		3%₹613 Cr60,000
National Bank For Agriculture And Rural Development
Debentures | -		2%₹547 Cr54,000
↑ 31,500
Nirma Limited
Debentures | -		2%₹486 Cr48,500
07.22 GJ Sdl 2028
Sovereign Bonds | -		2%₹376 Cr37,500,000
Muthoot Finance Limited
Debentures | -		1%₹352 Cr35,000
Bharti Telecom Limited
Debentures | -		1%₹350 Cr35,000
↑ 35,000
Mankind Pharma Limited
Debentures | -		1%₹347 Cr34,500
National Bank For Agriculture And Rural Development
Debentures | -		1%₹304 Cr30,000
↑ 15,000
Avanse Financial Services Limited
Debentures | -		1%₹301 Cr30,000
Power Finance Corporation Limited
Debentures | -		1%₹297 Cr30,000

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

  • Highest AUM (₹32,599 Cr).
  • Established history (20+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Low.
  • 1Y return: 7.39% (lower mid).
  • 1M return: 0.49% (top quartile).
  • Sharpe: 3.16 (upper mid).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 6.32% (bottom quartile).
  • Modified duration: 0.48 yrs (upper mid).
  • Average maturity: 0.49 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 (31 Dec 25) ₹382.141 ↑ 0.25   (0.07 %)
Net Assets (Cr) ₹32,599 on 15 Dec 25
Category Debt - Money Market
AMC Birla Sun Life Asset Management Co Ltd
Rating ☆☆☆☆☆
Risk Low
Expense Ratio 0.35
Sharpe Ratio 3.16
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
Min SIP Investment 1,000
Exit Load NIL
Yield to Maturity 6.32%
Effective Maturity 5 Months 26 Days
Modified Duration 5 Months 23 Days
Sub Cat. Money Market

Growth of 10,000 investment over the years.

DateValue
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

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 31 Dec 25

DurationReturns
1 Month 0.5%
3 Month 1.5%
6 Month 3%
1 Year 7.4%
3 Year 7.5%
5 Year 6.2%
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 1114.39 Yr.
Anuj Jain22 Mar 214.7 Yr.
Mohit Sharma1 Apr 178.67 Yr.

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

Asset Allocation
Asset ClassValue
Cash87.73%
Debt12.04%
Other0.23%
Debt Sector Allocation
SectorValue
Cash Equivalent52.05%
Corporate34.34%
Government13.39%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
5.63% Govt Stock 2026
Sovereign Bonds | -		2%₹770 Cr77,000,000
India (Republic of)
- | -		2%₹495 Cr50,000,000
India (Republic of)
- | -		1%₹383 Cr40,000,000
07.49 GJ Sgs 2026
Sovereign Bonds | -		1%₹329 Cr32,500,000
7.59% Govt Stock 2026
Sovereign Bonds | -		1%₹240 Cr24,000,000
07.57 GJ Sgs 2026
Sovereign Bonds | -		1%₹239 Cr23,500,000
↑ 23,500,000
Treasury Bill
Sovereign Bonds | -		1%₹238 Cr25,000,000
Karur Vysya Bank Ltd.
Debentures | -		1%₹235 Cr5,000
↑ 5,000
India (Republic of)
- | -		1%₹216 Cr22,500,000
Union Bank of India
Domestic Bonds | -		1%₹195 Cr4,000

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

  • Upper mid AUM (₹30,119 Cr).
  • Oldest track record among peers (28 yrs).
  • Rating: 5★ (lower mid).
  • Risk profile: Moderately Low.
  • 1Y return: 7.37% (bottom quartile).
  • 1M return: 0.12% (bottom quartile).
  • Sharpe: 0.87 (bottom quartile).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 6.98% (upper mid).
  • Modified duration: 4.79 yrs (bottom quartile).
  • Average maturity: 7.34 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 (31 Dec 25) ₹116.002 ↑ 0.11   (0.10 %)
Net Assets (Cr) ₹30,119 on 15 Dec 25
Category Debt - Corporate Bond
AMC Birla Sun Life Asset Management Co Ltd
Rating ☆☆☆☆☆
Risk Moderately Low
Expense Ratio 0.52
Sharpe Ratio 0.87
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
Min SIP Investment 100
Exit Load NIL
Yield to Maturity 6.98%
Effective Maturity 7 Years 4 Months 2 Days
Modified Duration 4 Years 9 Months 14 Days
Sub Cat. Corporate Bond

Growth of 10,000 investment over the years.

DateValue
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

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 31 Dec 25

DurationReturns
1 Month 0.1%
3 Month 1.5%
6 Month 2.4%
1 Year 7.4%
3 Year 7.7%
5 Year 6.2%
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 214.64 Yr.

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

Asset Allocation
Asset ClassValue
Cash2.77%
Debt96.97%
Other0.27%
Debt Sector Allocation
SectorValue
Corporate56.9%
Government40.07%
Cash Equivalent2.77%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
6.92% Govt Stock 2039
Sovereign Bonds | -		7%₹2,212 Cr222,236,200
↓ -50,000,000
6.68% Govt Stock 2040
Sovereign Bonds | -		5%₹1,536 Cr158,500,000
↑ 21,000,000
National Bank For Agriculture And Rural Development
Debentures | -		4%₹1,201 Cr118,500
6.33% Govt Stock 2035
Sovereign Bonds | -		4%₹1,198 Cr122,090,500
↑ 90,500,000
6.79% Govt Stock 2034
Sovereign Bonds | -		4%₹1,115 Cr110,519,400
↓ -100,980,600
7.34% Govt Stock 2064
Sovereign Bonds | -		3%₹793 Cr80,000,000
Jamnagar Utilities & Power Private Limited
Debentures | -		2%₹589 Cr59,000
Rec Limited
Debentures | -		2%₹580 Cr60,000
Bharti Telecom Limited
Debentures | -		2%₹580 Cr58,000
↑ 10,000
Bajaj Housing Finance Limited
Debentures | -		2%₹560 Cr55,000

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 (₹2,886 Cr).
  • Established history (16+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderate.
  • 1Y return: 10.92% (top quartile).
  • 1M return: 0.18% (lower mid).
  • Sharpe: 2.17 (lower mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 7.48% (top quartile).
  • Modified duration: 3.71 yrs (lower mid).
  • Average maturity: 4.93 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 (31 Dec 25) ₹41.2379 ↑ 0.03   (0.08 %)
Net Assets (Cr) ₹2,886 on 15 Dec 25
Category Debt - Medium term Bond
AMC Birla Sun Life Asset Management Co Ltd
Rating ☆☆☆☆
Risk Moderate
Expense Ratio 1.57
Sharpe Ratio 2.17
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 7.48%
Effective Maturity 4 Years 11 Months 5 Days
Modified Duration 3 Years 8 Months 16 Days
Sub Cat. Medium term Bond

Growth of 10,000 investment over the years.

DateValue
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

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 ₹215,396.
Net Profit of ₹35,396 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 31 Dec 25

DurationReturns
1 Month 0.2%
3 Month 1.6%
6 Month 3.2%
1 Year 10.9%
3 Year 9.4%
5 Year 11.9%
10 Year
15 Year
Since launch 8.8%
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 1411.26 Yr.
Mohit Sharma6 Aug 205.32 Yr.

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

Asset Allocation
Asset ClassValue
Cash5.17%
Equity4.17%
Debt90.41%
Other0.25%
Debt Sector Allocation
SectorValue
Corporate53.62%
Government36.8%
Cash Equivalent5.17%
Credit Quality
RatingValue
A7.62%
AA38.77%
AAA53.62%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
6.79% Govt Stock 2034
Sovereign Bonds | -		12%₹333 Cr33,000,000
7.1% Govt Stock 2034
Sovereign Bonds | -		8%₹244 Cr23,696,700
7.18% Govt Stock 2033
Sovereign Bonds | -		7%₹191 Cr18,500,000
Nuvama Wealth Finance Limited
Debentures | -		3%₹96 Cr9,500
Hinduja Leyland Finance Limited
Debentures | -		3%₹84 Cr8,500
↑ 8,500
GMR Airports Limited
Debentures | -		3%₹81 Cr8,000
Jubilant Bevco Limited
Debentures | -		3%₹79 Cr7,400
Jtpm Metal TRaders Limited
Debentures | -		3%₹79 Cr7,673
Indian Railway Finance Corporation Limited
Debentures | -		3%₹75 Cr7,500
Kogta Financial (India) Limited
Debentures | -		2%₹72 Cr7,250

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