Aditya Birla Sun Life Medium Term Plan Mutual fund

Aditya Birla Sun Life Medium Term Plan

Q: How to Invest in Aditya Birla Sun Life 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 Sun Life Medium Term Plan good?

The Aditya Birla Sun Life Medium Term Plan has an AUM of ₹2144.49 Cr as on 5/23/2025. The scheme has delivered CAGR returns for the past 3 years against a category average of 8.23%. The risk is Moderately High against the category average of 26.78.

Q: Is Aditya Birla Sun Life 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 Sun Life Medium Term Plan?

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

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

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

Debt

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Medium Duration

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Fund Details

Current NAV

₹39.83

Expense Ratio

1.56%

Min SIP

₹1.00K

Fund Size

₹2144Cr

Min Investment

₹1.00K

Lock In

Scheme Information Document

Exit load: Nil upto 15% of units, For remaining units 2% on or before 1Y, 1 % after 1Y but on or before 2Y, Nil after 2Y

Fund Performance

Alpha

0.53%

Beta

0.87

Sharpe Ratio

0.3248

Risk

14.87%

Above numbers are based upon past 3 years

Returns Calculator

Holding Pattern

Riskometer

Peer Comparison

Fund Management

Fund House Details

Aditya Birla Sun Life Medium Term Plan FAQs

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

Q2. Is Aditya Birla Sun Life Medium Term Plan good?

Q3. Is Aditya Birla Sun Life Medium Term Plan tax free?

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

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

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