आदित्य बिर्ला सन लाइफ म्युच्युअल फंड 2022 द्वारे 4 सर्वोत्तम कर्ज निधी

Updated on May 10, 2026 , 20598 views

ज्या गुंतवणूकदारांना त्यांचे पैसे वाचवायचे आहेत, त्यांच्याकडून डेट फंडबिर्ला सन लाइफ म्युच्युअल फंड तुमच्यासाठी सर्वोत्तम आहे. हे निधी देखील उच्च प्रदान करताततरलता कर-कार्यक्षम परताव्यासह. डेट फंड हे कर्ज गुंतवणुकीच्या मिश्रणात गुंतवणूक करतात जसे की सरकारी सिक्युरिटीज (G-Secs), ट्रेझरी बिले,पैसा बाजार इन्स्ट्रुमेंट्स इ. हे फंड वेगवेगळ्या मॅच्युरिटीच्या डेट सिक्युरिटीजमध्ये गुंतवणूक करतात आणि प्रत्येक सिक्युरिटीची निश्चित मॅच्युरिटी तारीख आणि व्याजदर असतो. अशा प्रकारे, कर्ज निधीच्या तुलनेत कमी जोखीम गुंतवणूकइक्विटी फंड.

बिर्ला सन लाइफम्युच्युअल फंड सारख्या साधनांमध्ये साधारणपणे गुंतवणूक करतेबंध प्रतिष्ठित भारतीय कंपन्या आणि भारत सरकारने जारी केलेले सिक्युरिटीज, जे तुलनेने सुरक्षित मानले जातात.

अशा प्रकारे ज्या गुंतवणूकदारांना नियमित कमाई करायची आहेउत्पन्न या सूचीबद्ध टॉप 4 मध्ये आदर्शपणे गुंतवणूक करू शकतासर्वोत्तम कर्ज निधी बिर्ला सन लाइफ म्युच्युअल फंड द्वारे. हे फंड एयूएम सारखे काही मापदंड हाती घेऊन शॉर्टलिस्ट केले गेले आहेत,नाही, मागील परतावा, पोर्टफोलिओची क्रेडिट गुणवत्ता, सरासरी परिपक्वता इ.

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ABSL डेट फंडात गुंतवणूक का करावी?

गुंतवणूकदार जे अल्पकालीन साध्य करण्याची योजना आखत आहेतआर्थिक उद्दिष्टे, तर डेट फंड हा एक चांगला पर्याय असू शकतो. शिफारस केलीकर्ज निधी या योजनेची साधने अल्पकालीन, अति-अल्पकालीन कर्ज निधी किंवालिक्विड फंड. अल्प मुदतीच्या गुंतवणुकीत, तुम्हाला सुरक्षितता आणि तरलता सुनिश्चित करणे आवश्यक आहे जे डेट फंडांद्वारे चांगल्या प्रकारे ऑफर केले जाते.
डेट फंड मोठ्या प्रमाणात सरकारी सिक्युरिटीज, कॉर्पोरेट डेट आणि इतर सिक्युरिटीज जसे की ट्रेझरी बिले इत्यादींमध्ये गुंतवणूक करतात, त्यामुळे त्यांचा इक्विटीवर परिणाम होत नाही.बाजार अस्थिरता
गुंतवणूकदारांना पेक्षा चांगला परतावा मिळू शकतोबँक बचत खाते मध्येलिक्विड फंड. तुम्हाला अल्पावधीत चांगला परतावा मिळवायचा असेल तर हे फंड अत्यंत शिफारसीय आहेत.
नियमित उत्पन्न मिळविण्यासाठी डेट फंड ही एक आदर्श गुंतवणूक मानली जाते. उदाहरणार्थ, लाभांश पेआउट निवडणे हा नियमित उत्पन्नाचा पर्याय असू शकतो.

सर्वोत्कृष्ट आदित्य बिर्ला सन लाइफ डेट म्युच्युअल फंड

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	₹577.748 ↑ 0.00	₹19,348	1.4	2.8	6.5	7.3	7.4	7.45%	5M 26D	7M 2D
Aditya Birla Sun Life Money Manager Fund Growth	₹389.788 ↓ -0.11	₹28,778	1.4	2.8	6.4	7.3	7.4	7.38%	9M 4D	9M 4D
Aditya Birla Sun Life Corporate Bond Fund Growth	₹116.703 ↓ -0.08	₹25,105	0.4	0.9	4.1	6.9	7.4	7.64%	4Y 1M 17D	7Y
Aditya Birla Sun Life Medium Term Plan Growth	₹42.5799 ↓ -0.03	₹3,078	0.9	3.7	8.1	9.4	10.9	8.4%	2Y 10M 10D	3Y 9M 29D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 May 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 (₹19,348 Cr).	Highest AUM (₹28,778 Cr).	Upper mid AUM (₹25,105 Cr).	Bottom quartile AUM (₹3,078 Cr).
Point 2	Established history (23+ yrs).	Established history (20+ yrs).	Oldest track record among peers (29 yrs).	Established history (17+ 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: 6.54% (upper mid).	1Y return: 6.36% (lower mid).	1Y return: 4.06% (bottom quartile).	1Y return: 8.10% (top quartile).
Point 6	1M return: 0.45% (top quartile).	1M return: 0.34% (upper mid).	1M return: 0.06% (bottom quartile).	1M return: 0.13% (lower mid).
Point 7	Sharpe: 1.95 (top quartile).	Sharpe: 1.42 (upper mid).	Sharpe: -0.42 (bottom quartile).	Sharpe: 1.39 (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): 7.45% (lower mid).	Yield to maturity (debt): 7.38% (bottom quartile).	Yield to maturity (debt): 7.64% (upper mid).	Yield to maturity (debt): 8.40% (top quartile).
Point 10	Modified duration: 0.49 yrs (top quartile).	Modified duration: 0.76 yrs (upper mid).	Modified duration: 4.13 yrs (bottom quartile).	Modified duration: 2.86 yrs (lower mid).

Aditya Birla Sun Life Savings Fund

Lower mid AUM (₹19,348 Cr).
Established history (23+ yrs).
Top rated.
Risk profile: Moderately Low.
1Y return: 6.54% (upper mid).
1M return: 0.45% (top quartile).
Sharpe: 1.95 (top quartile).
Information ratio: 0.00 (top quartile).
Yield to maturity (debt): 7.45% (lower mid).
Modified duration: 0.49 yrs (top quartile).

Aditya Birla Sun Life Money Manager Fund

Highest AUM (₹28,778 Cr).
Established history (20+ yrs).
Rating: 5★ (upper mid).
Risk profile: Low.
1Y return: 6.36% (lower mid).
1M return: 0.34% (upper mid).
Sharpe: 1.42 (upper mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 7.38% (bottom quartile).
Modified duration: 0.76 yrs (upper mid).

Aditya Birla Sun Life Corporate Bond Fund

Upper mid AUM (₹25,105 Cr).
Oldest track record among peers (29 yrs).
Rating: 5★ (lower mid).
Risk profile: Moderately Low.
1Y return: 4.06% (bottom quartile).
1M return: 0.06% (bottom quartile).
Sharpe: -0.42 (bottom quartile).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 7.64% (upper mid).
Modified duration: 4.13 yrs (bottom quartile).

Aditya Birla Sun Life Medium Term Plan

Bottom quartile AUM (₹3,078 Cr).
Established history (17+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderate.
1Y return: 8.10% (top quartile).
1M return: 0.13% (lower mid).
Sharpe: 1.39 (lower mid).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 8.40% (top quartile).
Modified duration: 2.86 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 (₹19,348 Cr).
Established history (23+ yrs).
Top rated.
Risk profile: Moderately Low.
1Y return: 6.54% (upper mid).
1M return: 0.45% (top quartile).
Sharpe: 1.95 (top quartile).
Information ratio: 0.00 (top quartile).
Yield to maturity (debt): 7.45% (lower mid).
Modified duration: 0.49 yrs (top quartile).
Average maturity: 0.59 yrs (top quartile).
Exit load: NIL.
Top sector: Financial Services.
Higher exposure to Corporate (bond sector) vs peer median.
Debt-heavy allocation (~75%).
High-quality debt (AAA/AA ~100%).
Largest holding India (Republic of) (~4.9%).

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 (12 May 26)	₹577.748 ↑ 0.00 (0.00 %)
Net Assets (Cr)	₹19,348 on 31 Mar 26
Category	Debt - Ultrashort Bond
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆☆☆☆
Risk	Moderately Low
Expense Ratio	0.55
Sharpe Ratio	1.95
Information Ratio	0
Alpha Ratio	0
Min Investment	1,000
Min SIP Investment	1,000
Exit Load	NIL
Yield to Maturity	7.45%
Effective Maturity	7 Months 2 Days
Modified Duration	5 Months 26 Days
Sub Cat.	Ultrashort Bond

Growth of 10,000 investment over the years.

Date	Value
30 Apr 21	₹10,000
30 Apr 22	₹10,405
30 Apr 23	₹10,999
30 Apr 24	₹11,825
30 Apr 25	₹12,766
30 Apr 26	₹13,590

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 12 May 26

Duration	Returns
1 Month	0.4%
3 Month	1.4%
6 Month	2.8%
1 Year	6.5%
3 Year	7.3%
5 Year	6.3%
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	11.87 Yr.
Kaustubh Gupta	15 Jul 11	14.81 Yr.
Monika Gandhi	22 Mar 21	5.11 Yr.

Data below for Aditya Birla Sun Life Savings Fund as on 31 Mar 26

Asset Allocation

Asset Class	Value
Cash	24.58%
Debt	75.09%
Other	0.33%

Debt Sector Allocation

Sector	Value
Corporate	70.67%
Government	20.54%
Cash Equivalent	8.45%

Credit Quality

Rating	Value
AA	31.99%
AAA	68.01%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
India (Republic of) - \| -	5%	₹980 Cr	100,000,000 ↑ 100,000,000
National Bank for Agriculture and Rural Development Domestic Bonds \| -	4%	₹743 Cr	15,800
Shriram Finance Limited Debentures \| -	3%	₹609 Cr	60,000
HDFC Bank Ltd. Debentures \| -	3%	₹536 Cr	11,000 ↑ 11,000
Bharti Telecom Limited Debentures \| -	2%	₹396 Cr	40,000
National Bank For Agriculture And Rural Development Debentures \| -	2%	₹388 Cr	39,000
Muthoot Finance Limited Debentures \| -	2%	₹349 Cr	35,000
Vedanta Limited Debentures \| -	2%	₹328 Cr	32,500 ↑ 25,000
Mankind Pharma Limited Debentures \| -	2%	₹321 Cr	32,000
Avanse Financial Services Limited Debentures \| -	2%	₹300 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

Highest AUM (₹28,778 Cr).
Established history (20+ yrs).
Rating: 5★ (upper mid).
Risk profile: Low.
1Y return: 6.36% (lower mid).
1M return: 0.34% (upper mid).
Sharpe: 1.42 (upper mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 7.38% (bottom quartile).
Modified duration: 0.76 yrs (upper mid).
Average maturity: 0.76 yrs (upper mid).
Exit load: NIL.
Higher exposure to Financial Services vs peer median.
Top bond sector: Corporate.
Conservative stance with elevated cash (~66%).
High-quality debt (AAA/AA ~100%).
Largest holding Indusind Bank Ltd. (~4.6%).

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 (12 May 26)	₹389.788 ↓ -0.11 (-0.03 %)
Net Assets (Cr)	₹28,778 on 31 Mar 26
Category	Debt - Money Market
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆☆☆☆
Risk	Low
Expense Ratio	0.35
Sharpe Ratio	1.42
Information Ratio	0
Alpha Ratio	0
Min Investment	1,000
Min SIP Investment	1,000
Exit Load	NIL
Yield to Maturity	7.38%
Effective Maturity	9 Months 4 Days
Modified Duration	9 Months 4 Days
Sub Cat.	Money Market

Growth of 10,000 investment over the years.

Date	Value
30 Apr 21	₹10,000
30 Apr 22	₹10,389
30 Apr 23	₹11,015
30 Apr 24	₹11,853
30 Apr 25	₹12,800
30 Apr 26	₹13,607

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 12 May 26

Duration	Returns
1 Month	0.3%
3 Month	1.4%
6 Month	2.8%
1 Year	6.4%
3 Year	7.3%
5 Year	6.4%
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	14.81 Yr.
Anuj Jain	22 Mar 21	5.11 Yr.
Mohit Sharma	1 Apr 17	9.09 Yr.

Data below for Aditya Birla Sun Life Money Manager Fund as on 31 Mar 26

Asset Allocation

Asset Class	Value
Cash	65.59%
Debt	34.14%
Other	0.27%

Debt Sector Allocation

Sector	Value
Corporate	55.8%
Cash Equivalent	26.18%
Government	17.75%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Indusind Bank Ltd. Debentures \| -	5%	₹1,371 Cr	29,000
Axis Bank Ltd. Debentures \| -	3%	₹909 Cr	19,000
Federal Bank Ltd. Debentures \| -	3%	₹897 Cr	19,000
Gujarat State Development Loans Sovereign Bonds \| -	3%	₹798 Cr	79,327,600
Karur Vysya Bank Ltd. Debentures \| -	2%	₹471 Cr	10,000
Tbill Sovereign Bonds \| -	1%	₹391 Cr	40,000,000
HDFC Bank Ltd. Debentures \| -	1%	₹390 Cr	8,000
7.49% Gujarat Sgs 2026 Sovereign Bonds \| -	1%	₹327 Cr	32,500,000
HDFC Bank Ltd. Debentures \| -	1%	₹260 Cr	5,500
National Bank for Agriculture and Rural Development Domestic Bonds \| -	1%	₹258 Cr	5,500

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 (₹25,105 Cr).
Oldest track record among peers (29 yrs).
Rating: 5★ (lower mid).
Risk profile: Moderately Low.
1Y return: 4.06% (bottom quartile).
1M return: 0.06% (bottom quartile).
Sharpe: -0.42 (bottom quartile).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 7.64% (upper mid).
Modified duration: 4.13 yrs (bottom quartile).
Average maturity: 7.00 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 6.68% Govt Stock 2040 (~6.6%).

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 (12 May 26)	₹116.703 ↓ -0.08 (-0.07 %)
Net Assets (Cr)	₹25,105 on 31 Mar 26
Category	Debt - Corporate Bond
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆☆☆☆
Risk	Moderately Low
Expense Ratio	0.52
Sharpe Ratio	-0.42
Information Ratio	0
Alpha Ratio	0
Min Investment	1,000
Min SIP Investment	100
Exit Load	NIL
Yield to Maturity	7.64%
Effective Maturity	7 Years
Modified Duration	4 Years 1 Month 17 Days
Sub Cat.	Corporate Bond

Growth of 10,000 investment over the years.

Date	Value
30 Apr 21	₹10,000
30 Apr 22	₹10,400
30 Apr 23	₹10,985
30 Apr 24	₹11,775
30 Apr 25	₹12,965
30 Apr 26	₹13,454

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 12 May 26

Duration	Returns
1 Month	0.1%
3 Month	0.4%
6 Month	0.9%
1 Year	4.1%
3 Year	6.9%
5 Year	6.1%
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	5.05 Yr.

Data below for Aditya Birla Sun Life Corporate Bond Fund as on 31 Mar 26

Asset Allocation

Asset Class	Value
Cash	2.82%
Debt	96.85%
Other	0.34%

Debt Sector Allocation

Sector	Value
Corporate	57.89%
Government	38.96%
Cash Equivalent	2.82%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
6.68% Govt Stock 2040 Sovereign Bonds \| -	7%	₹1,650 Cr	175,000,000 ↑ 500,000
National Bank For Agriculture And Rural Development Debentures \| -	5%	₹1,378 Cr	138,500 ↓ -5,000
6.48% Govt Stock 2035 Sovereign Bonds \| -	5%	₹1,305 Cr	135,535,600 ↑ 72,500,000
7.34% Govt Stock 2064 Sovereign Bonds \| -	4%	₹925 Cr	96,500,000 ↑ 4,500,000
Bharti Telecom Limited Debentures \| -	2%	₹575 Cr	58,000
Jamnagar Utilities & Power Private Limited Debentures \| -	2%	₹574 Cr	59,000
Bharti Telecom Limited Debentures \| -	2%	₹505 Cr	50,900
Bajaj Housing Finance Limited Debentures \| -	2%	₹497 Cr	50,000
National Bank For Agriculture And Rural Development Debentures \| -	2%	₹425 Cr	42,500 ↓ -5,000
Summit Digitel Infrastructure Limited Debentures \| -	2%	₹398 Cr	4,000 ↑ 2,900

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 (₹3,078 Cr).
Established history (17+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderate.
1Y return: 8.10% (top quartile).
1M return: 0.13% (lower mid).
Sharpe: 1.39 (lower mid).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 8.40% (top quartile).
Modified duration: 2.86 yrs (lower mid).
Average maturity: 3.83 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 (~92%).
High-quality debt (AAA/AA ~86%).
Largest holding 7.1% Govt Stock 2034 (~6.9%).

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 (12 May 26)	₹42.5799 ↓ -0.03 (-0.07 %)
Net Assets (Cr)	₹3,078 on 31 Mar 26
Category	Debt - Medium term Bond
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆☆☆
Risk	Moderate
Expense Ratio	1.57
Sharpe Ratio	1.39
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	8.4%
Effective Maturity	3 Years 9 Months 29 Days
Modified Duration	2 Years 10 Months 10 Days
Sub Cat.	Medium term Bond

Growth of 10,000 investment over the years.

Date	Value
30 Apr 21	₹10,000
30 Apr 22	₹10,842
30 Apr 23	₹13,281
30 Apr 24	₹14,129
30 Apr 25	₹16,187
30 Apr 26	₹17,460

Aditya Birla Sun Life Medium Term Plan SIP 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 12 May 26

Duration	Returns
1 Month	0.1%
3 Month	0.9%
6 Month	3.7%
1 Year	8.1%
3 Year	9.4%
5 Year	11.8%
10 Year
15 Year
Since launch	8.8%

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	11.67 Yr.
Mohit Sharma	6 Aug 20	5.74 Yr.

Data below for Aditya Birla Sun Life Medium Term Plan as on 31 Mar 26

Asset Allocation

Asset Class	Value
Cash	3.24%
Equity	4.24%
Debt	92.03%
Other	0.5%

Debt Sector Allocation

Sector	Value
Corporate	58.42%
Government	33.61%
Cash Equivalent	3.24%

Credit Quality

Rating	Value
A	14.29%
AA	39.07%
AAA	46.64%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
7.1% Govt Stock 2034 Sovereign Bonds \| -	7%	₹213 Cr	21,196,700
6.48% Govt Stock 2035 Sovereign Bonds \| -	5%	₹140 Cr	14,500,000 ↑ 3,500,000
National Bank For Agriculture And Rural Development Debentures \| -	4%	₹124 Cr	12,500
National Bank For Agriculture And Rural Development Debentures \| -	4%	₹112 Cr	11,500
Hinduja Leyland Finance Limited Debentures \| -	3%	₹108 Cr	11,000
Oxyzo Financial Services Limited Debentures \| -	3%	₹89 Cr	9,000
Nuvama Wealth Finance Limited Debentures \| -	3%	₹86 Cr	8,500 ↓ -1,000
GMR Airports Limited Debentures \| -	3%	₹83 Cr	8,000
Jubilant Bevco Limited Debentures \| -	3%	₹81 Cr	7,400
Jtpm Metal TRaders Limited Debentures \| -	3%	₹80 Cr	7,673

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