Aditya Birla SL Medium Term Fund (Debt, Debt Medium Duration)

11 yrs 1 monthsStarted on:25 Mar 2009
₹ 4452.29 Cras on: 09 Apr 2020
Mid Term & Long Horizon
Income Generation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

The Scheme seeks to generate regular income and capital appreciation by predominantly investing in a portfolio of debt securities with medium term maturity.

Exit Load

Scheme Documents

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TenureReturns (CAGR)
3 YR1.59

SIP Returns

TenureReturns (CAGR)
5 YR1.5
10 YR5.73


Company Name% Assets
SP Imperial Star Pvt. Ltd. 23/03/202210.24
REC Ltd. 07/12/2028 8.37%2.89
L&T Infrastructure Finance Co. Ltd. 17/02/2023 8.50%2.81
Shriram City Union Finance Ltd. 28/02/2023 9.25%2.67
State Bank of India 28/06/2029 7.99%2.58
National Bank For Agriculture & Rural Development 31/01/2030 7.43%2.53
Power Finance Corpn. Ltd. 19/11/2024 7.42%2.29
Maharashtra State 18/02/2028 6.97%2.26
Shriram Transport Finance Co. Ltd. 15/03/2021 8.97%2.24
LIC Housing Finance Ltd. 12/02/2025 7.33%2.23

Top Sectoral Holdings

Sector Name% Assets


Standard Deviation4.39%

Maneesh Dangi,Sunaina da Cunha

Mr. Dangi is an MBA and FRM.Ms. Cunha is a B.Com (H) and MBA from FMS, Delhi.
Prior to joining Birla Sun Life Asset Management Company he has worked with Pioneer Investcorp. Prior to joining Birla Sun Life Asset Management Company, she has worked with Aditya Birla Management Corporation Ltd.

Other Funds Managed by Maneesh Dangi,Sunaina da Cunha