
Aditya Birla SL Medium Term Fund(G)-Direct Plan
+12.76%
5Y annualised
+12.76%
5Y annualised
-0.05% 1D
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Buy, Hold or Sell?
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NAV : 28 Aug 2026
₹47.96
Min. SIP amount
₹1,000
Fund size (AUM)
3280 Cr
Expense ratio
0.82%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 28 Aug 2026
₹47.96
Min. SIP amount
₹1,000
Fund size (AUM)
3280 Cr
Expense ratio
0.82%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Others
100.00%
Sector Allocation
Corporate Debt
67.36%
Government Securities
23.74%
Finance
4.17%
Cash & Cash Equivalents And Net Assets
3.66%
Floating Rate Instruments
0.69%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
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
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Sunaina da Cunha
Present
Mohit Sharma
Present
Similar/Peer Fund Comparison
Aditya Birla SL Medium Term Fund(G)-Direct Plan
ICICI Pru Medium Term Fund(G)-Direct Plan
Kotak Medium Term Fund(G)-Direct Plan
Axis Medium Term Fund(G)-Direct Plan
SBI Medium Term Fund(G)-Direct Plan
HDFC Medium Term Fund(G)-Direct Plan
Nippon India Medium Term Fund(G)-Direct Plan
Bandhan Short Term Fund(G)-Direct Plan
FAQs
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