Aditya Birla SL Medium Term Plan (G) Mutual fund

Aditya Birla SL Medium Term Plan (G)

Q: How to Invest in Aditya Birla SL Medium Term Plan through Rupeezy?

Go to the Rupeezy App Click on the Explore tab on the lower navigation bar. Select the category of funds, e.g., Equity - Large Cap or any other. View and compare all funds in the category on a Risk-Return graph. Select the fund you want to invest in. Choose Lumpsum or SIP. Select Investment Amount & make payment using UPI or Net Banking.

Q: Is Aditya Birla SL Medium Term Plan good?

The Aditya Birla SL Medium Term Plan has an AUM of ₹2048.53 Cr as on 2/20/2025. The scheme has delivered CAGR returns for the past 3 years against a category average of 6.51%. The risk is Moderately High against the category average of 20.82.

Q: Is Aditya Birla SL Medium Term Plan tax free?

Mutual fund taxation depends on the scheme type and investment holding period. Taxation on debt funds: Debt funds are those schemes that invest at least 65% of their corpus in SEBI-regulated debt instruments. For investments made after April 1, 2023, capital gains from debt funds are added to individual’s income and taxed at the relevant slab rate, irrespective of holding period.

Q: What is the lock-in period of Aditya Birla SL Medium Term Plan?

There is no lock-in period applicable on Aditya Birla SL Medium Term Plan.

Q: What is the expense ratio of Aditya Birla SL Medium Term Plan?

The expense ratio of Aditya Birla SL Medium Term Plan is 1.56%.

Debt

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Medium Duration

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Fund Details

Current NAV

₹38.39

Expense Ratio

1.56%

Min SIP

₹1.00K

Fund Size

₹2128Cr

Min Investment

₹1.00K

Lock In

Scheme Information Document

Exit load: In respect of each purchase / switch-in of Units, ipto 15% of the units may be redeemed /swiched-out without any exit load from the date of allotment. Any redemption in excess of the above limit shall be subject to the following exit load: For redeemed / switched out of units on or before 1 year from the date of allotment: 2.00% of the applicable NAV. For redeemed / switched out of units after 1 year but on or before 2 years from the date of allotment: 1.00% of the applicable NAV. For redeemed / switched out of units after 2 years from the date of allotment: NIL

Fund Performance

Alpha

5.97%

Beta

0.26

Sharpe Ratio

0.746

Risk

9.35%

Above numbers are based upon past 3 years

Returns Calculator

Holding Pattern

Riskometer

Peer Comparison

Fund Management

Fund House Details

Aditya Birla SL Medium Term Plan (G) FAQs

Q1. How to Invest in Aditya Birla SL Medium Term Plan through Rupeezy?

Q2. Is Aditya Birla SL Medium Term Plan good?

Q3. Is Aditya Birla SL Medium Term Plan tax free?

Q4. What is the lock-in period of Aditya Birla SL Medium Term Plan?

Q5. What is the expense ratio of Aditya Birla SL Medium Term Plan?

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