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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 October 31, 2025 , 20308 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 ₹115.199
↑ 0.09 		₹28,1091.12.67.87.98.57.21%4Y 8M 8D7Y 3M
Aditya Birla Sun Life Savings Fund Growth ₹560.831
↑ 0.11 		₹21,5211.53.57.77.57.96.76%5M 8D6M 11D
Aditya Birla Sun Life Money Manager Fund Growth ₹378.458
↑ 0.06 		₹27,6651.53.47.67.67.86.24%5M 12D5M 12D
Aditya Birla Sun Life Medium Term Plan Growth ₹40.9057
↑ 0.02 		₹2,8761.73.811.29.610.57.51%3Y 4M 17D4Y 6M 22D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Oct 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 1Highest AUM (₹28,109 Cr).Lower mid AUM (₹21,521 Cr).Upper mid AUM (₹27,665 Cr).Bottom quartile AUM (₹2,876 Cr).
Point 2Oldest track record among peers (28 yrs).Established history (22+ yrs).Established history (20+ 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: 7.81% (upper mid).1Y return: 7.69% (lower mid).1Y return: 7.60% (bottom quartile).1Y return: 11.17% (top quartile).
Point 61M return: 0.81% (upper mid).1M return: 0.57% (lower mid).1M return: 0.51% (bottom quartile).1M return: 0.83% (top quartile).
Point 7Sharpe: 0.66 (bottom quartile).Sharpe: 3.66 (top quartile).Sharpe: 3.32 (upper mid).Sharpe: 2.36 (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): 7.21% (upper mid).Yield to maturity (debt): 6.76% (lower mid).Yield to maturity (debt): 6.24% (bottom quartile).Yield to maturity (debt): 7.51% (top quartile).
Point 10Modified duration: 4.69 yrs (bottom quartile).Modified duration: 0.44 yrs (top quartile).Modified duration: 0.45 yrs (upper mid).Modified duration: 3.38 yrs (lower mid).

Aditya Birla Sun Life Corporate Bond Fund

  • Highest AUM (₹28,109 Cr).
  • Oldest track record among peers (28 yrs).
  • Top rated.
  • Risk profile: Moderately Low.
  • 1Y return: 7.81% (upper mid).
  • 1M return: 0.81% (upper mid).
  • Sharpe: 0.66 (bottom quartile).
  • Information ratio: 0.00 (top quartile).
  • Yield to maturity (debt): 7.21% (upper mid).
  • Modified duration: 4.69 yrs (bottom quartile).

Aditya Birla Sun Life Savings Fund

  • Lower mid AUM (₹21,521 Cr).
  • Established history (22+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Moderately Low.
  • 1Y return: 7.69% (lower mid).
  • 1M return: 0.57% (lower mid).
  • Sharpe: 3.66 (top quartile).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 6.76% (lower mid).
  • Modified duration: 0.44 yrs (top quartile).

Aditya Birla Sun Life Money Manager Fund

  • Upper mid AUM (₹27,665 Cr).
  • Established history (20+ yrs).
  • Rating: 5★ (lower mid).
  • Risk profile: Low.
  • 1Y return: 7.60% (bottom quartile).
  • 1M return: 0.51% (bottom quartile).
  • Sharpe: 3.32 (upper mid).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 6.24% (bottom quartile).
  • Modified duration: 0.45 yrs (upper mid).

Aditya Birla Sun Life Medium Term Plan

  • Bottom quartile AUM (₹2,876 Cr).
  • Established history (16+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderate.
  • 1Y return: 11.17% (top quartile).
  • 1M return: 0.83% (top quartile).
  • Sharpe: 2.36 (lower mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 7.51% (top quartile).
  • Modified duration: 3.38 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

  • Highest AUM (₹28,109 Cr).
  • Oldest track record among peers (28 yrs).
  • Top rated.
  • Risk profile: Moderately Low.
  • 1Y return: 7.81% (upper mid).
  • 1M return: 0.81% (upper mid).
  • Sharpe: 0.66 (bottom quartile).
  • Information ratio: 0.00 (top quartile).
  • Yield to maturity (debt): 7.21% (upper mid).
  • Modified duration: 4.69 yrs (bottom quartile).
  • Average maturity: 7.25 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 Oct 25) ₹115.199 ↑ 0.09   (0.08 %)
Net Assets (Cr) ₹28,109 on 31 Aug 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 7.21%
Effective Maturity 7 Years 3 Months
Modified Duration 4 Years 8 Months 8 Days
Sub Cat. Corporate Bond

Growth of 10,000 investment over the years.

DateValue
31 Oct 20₹10,000
31 Oct 21₹10,476
31 Oct 22₹10,837
31 Oct 23₹11,598
31 Oct 24₹12,632
31 Oct 25₹13,618

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 Oct 25

DurationReturns
1 Month 0.8%
3 Month 1.1%
6 Month 2.6%
1 Year 7.8%
3 Year 7.9%
5 Year 6.4%
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 214.47 Yr.

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

Asset Allocation
Asset ClassValue
Cash4.87%
Debt94.87%
Other0.26%
Debt Sector Allocation
SectorValue
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
6.92% Govt Stock 2039
Sovereign Bonds | -		9%₹2,708 Cr267,236,200
↑ 3,000,000
6.79% Govt Stock 2034
Sovereign Bonds | -		8%₹2,304 Cr226,500,000
↑ 6,500,000
National Bank For Agriculture And Rural Development
Debentures | -		4%₹1,158 Cr113,500
6.68% Govt Stock 2040
Sovereign Bonds | -		3%₹823 Cr83,000,000
↑ 5,500,000
Small Industries Development Bank Of India
Debentures | -		2%₹748 Cr74,550
7.1% Govt Stock 2034
Sovereign Bonds | -		2%₹598 Cr57,661,700
↑ 2,500,000
Jamnagar Utilities & Power Private Limited
Debentures | -		2%₹593 Cr59,000
Rec Limited
Debentures | -		2%₹585 Cr60,000
7.34% Govt Stock 2064
Sovereign Bonds | -		2%₹583 Cr57,000,000
↑ 500,000
Bajaj Housing Finance Limited
Debentures | -		2%₹566 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 (₹21,521 Cr).
  • Established history (22+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Moderately Low.
  • 1Y return: 7.69% (lower mid).
  • 1M return: 0.57% (lower mid).
  • Sharpe: 3.66 (top quartile).
  • Information ratio: 0.00 (upper mid).
  • Yield to maturity (debt): 6.76% (lower mid).
  • Modified duration: 0.44 yrs (top quartile).
  • Average maturity: 0.53 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 Oct 25) ₹560.831 ↑ 0.11   (0.02 %)
Net Assets (Cr) ₹21,521 on 31 Aug 25
Category Debt - Ultrashort Bond
AMC Birla Sun Life Asset Management Co Ltd
Rating ☆☆☆☆☆
Risk Moderately Low
Expense Ratio 0.55
Sharpe Ratio 3.66
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
Min SIP Investment 1,000
Exit Load NIL
Yield to Maturity 6.76%
Effective Maturity 6 Months 11 Days
Modified Duration 5 Months 8 Days
Sub Cat. Ultrashort Bond

Growth of 10,000 investment over the years.

DateValue
31 Oct 20₹10,000
31 Oct 21₹10,401
31 Oct 22₹10,849
31 Oct 23₹11,626
31 Oct 24₹12,522
31 Oct 25₹13,485

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 Oct 25

DurationReturns
1 Month 0.6%
3 Month 1.5%
6 Month 3.5%
1 Year 7.7%
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 1411.29 Yr.
Kaustubh Gupta15 Jul 1114.22 Yr.
Monika Gandhi22 Mar 214.53 Yr.

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

Asset Allocation
Asset ClassValue
Cash45.26%
Debt54.49%
Other0.25%
Debt Sector Allocation
SectorValue
Corporate52.07%
Cash Equivalent32.08%
Government15.6%
Credit Quality
RatingValue
AA30.39%
AAA69.61%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Shriram Finance Limited
Debentures | -		3%₹614 Cr60,000
Nirma Limited
Debentures | -		2%₹487 Cr48,500
07.22 GJ Sdl 2028
Sovereign Bonds | -		2%₹377 Cr37,500,000
Mankind Pharma Limited
Debentures | -		2%₹348 Cr34,500
Bank of Baroda
Debentures | -		2%₹343 Cr7,000
National Bank For Agriculture And Rural Development
Debentures | -		2%₹341 Cr3,400
Avanse Financial Services Limited
Debentures | -		1%₹301 Cr30,000
Power Finance Corporation Limited
Debentures | -		1%₹299 Cr30,000
ICICI Home Finance Company Limited
Debentures | -		1%₹271 Cr27,000
Bharti Telecom Limited
Debentures | -		1%₹260 Cr2,600

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

  • Upper mid AUM (₹27,665 Cr).
  • Established history (20+ yrs).
  • Rating: 5★ (lower mid).
  • Risk profile: Low.
  • 1Y return: 7.60% (bottom quartile).
  • 1M return: 0.51% (bottom quartile).
  • Sharpe: 3.32 (upper mid).
  • Information ratio: 0.00 (lower mid).
  • Yield to maturity (debt): 6.24% (bottom quartile).
  • Modified duration: 0.45 yrs (upper mid).
  • Average maturity: 0.45 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 Oct 25) ₹378.458 ↑ 0.06   (0.02 %)
Net Assets (Cr) ₹27,665 on 31 Aug 25
Category Debt - Money Market
AMC Birla Sun Life Asset Management Co Ltd
Rating ☆☆☆☆☆
Risk Low
Expense Ratio 0.35
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 6.24%
Effective Maturity 5 Months 12 Days
Modified Duration 5 Months 12 Days
Sub Cat. Money Market

Growth of 10,000 investment over the years.

DateValue
31 Oct 20₹10,000
31 Oct 21₹10,379
31 Oct 22₹10,828
31 Oct 23₹11,637
31 Oct 24₹12,539
31 Oct 25₹13,491

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 Oct 25

DurationReturns
1 Month 0.5%
3 Month 1.5%
6 Month 3.4%
1 Year 7.6%
3 Year 7.6%
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 1114.22 Yr.
Anuj Jain22 Mar 214.53 Yr.
Mohit Sharma1 Apr 178.51 Yr.

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

Asset Allocation
Asset ClassValue
Cash89.62%
Debt10.13%
Other0.25%
Debt Sector Allocation
SectorValue
Cash Equivalent52.97%
Corporate33.57%
Government13.21%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
5.63% Govt Stock 2026
Sovereign Bonds | -		3%₹765 Cr76,500,000
↑ 75,000,000
182 DTB 19Feb2026
Sovereign Bonds | -		2%₹491 Cr50,000,000
↑ 50,000,000
Power Finance Corp Ltd.
Debentures | -		1%₹291 Cr6,000
↑ 6,000
India (Republic of)
- | -		1%₹247 Cr25,000,000
Bank of Baroda
Debentures | -		1%₹246 Cr5,000
7.59% Govt Stock 2026
Sovereign Bonds | -		1%₹241 Cr24,000,000
182 Days T-Bill - 27feb2026
Sovereign Bonds | -		1%₹221 Cr22,500,000
364 DAYS T-BILL - 10SEP2026
Sovereign Bonds | -		1%₹214 Cr22,500,000
↑ 22,500,000
Gs CG 12/12/2025 - (Strips) Tb
Sovereign Bonds | -		1%₹188 Cr19,009,500
08.16 KA Sdl 2025
Sovereign Bonds | -		1%₹180 Cr18,000,000

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 (₹2,876 Cr).
  • Established history (16+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderate.
  • 1Y return: 11.17% (top quartile).
  • 1M return: 0.83% (top quartile).
  • Sharpe: 2.36 (lower mid).
  • Information ratio: 0.00 (bottom quartile).
  • Yield to maturity (debt): 7.51% (top quartile).
  • Modified duration: 3.38 yrs (lower mid).
  • Average maturity: 4.56 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 Oct 25) ₹40.9057 ↑ 0.02   (0.05 %)
Net Assets (Cr) ₹2,876 on 15 Sep 25
Category Debt - Medium term Bond
AMC Birla Sun Life Asset Management Co Ltd
Rating ☆☆☆☆
Risk Moderate
Expense Ratio 1.57
Sharpe Ratio 2.36
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 7.51%
Effective Maturity 4 Years 6 Months 22 Days
Modified Duration 3 Years 4 Months 17 Days
Sub Cat. Medium term Bond

Growth of 10,000 investment over the years.

DateValue
31 Oct 20₹10,000
31 Oct 21₹11,053
31 Oct 22₹13,699
31 Oct 23₹14,627
31 Oct 24₹16,233
31 Oct 25₹18,046

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 31 Oct 25

DurationReturns
1 Month 0.8%
3 Month 1.7%
6 Month 3.8%
1 Year 11.2%
3 Year 9.6%
5 Year 12.5%
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 1411.09 Yr.
Mohit Sharma6 Aug 205.16 Yr.

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

Asset Allocation
Asset ClassValue
Cash5.09%
Equity4.34%
Debt90.31%
Other0.26%
Debt Sector Allocation
SectorValue
Corporate51.63%
Government38.68%
Cash Equivalent5.09%
Credit Quality
RatingValue
A4.91%
AA39.77%
AAA55.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
6.79% Govt Stock 2034
Sovereign Bonds | -		11%₹295 Cr29,000,000
↑ 4,500,000
7.1% Govt Stock 2034
Sovereign Bonds | -		7%₹204 Cr19,696,700
7.18% Govt Stock 2033
Sovereign Bonds | -		7%₹193 Cr18,500,000
Nuvama Wealth Finance Limited
Debentures | -		3%₹96 Cr9,500
GMR Airports Limited
Debentures | -		3%₹81 Cr8,000
Jubilant Bevco Limited
Debentures | -		3%₹78 Cr7,400
Jtpm Metal TRaders Limited
Debentures | -		3%₹78 Cr7,673
Indian Railway Finance Corporation Limited
Debentures | -		3%₹76 Cr7,500
National Bank For Financing Infrastructure And Development
Debentures | -		3%₹71 Cr7,000
Power Grid Corporation Of India Limited
Debentures | -		3%₹70 Cr7,000

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Disclaimer:
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