Comprehensive analysis of Aditya Birla SL Medium Term Plan - Direct (IDCW-Q) (16823) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Aditya Birla Sun Life AMC Ltd
To generate regular income through investments in debt & money market instruments in order to make regular dividend payments to unitholders & secondary objective is growth of capital.
A comprehensive at-a-glance view of key mutual fund health indicators
Good Returns
High Risk
Low Expense Ratio
Debt Focused
Experienced Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Recent performance momentum
Outperformance vs benchmark
Fund manager experience
Fund management costs
Risk-adjusted returns
Historical performance consistency
Assets under management
Market exposure level
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Industry | % Assets |
|---|---|---|
| GSEC2034 | Govt. Securities | 15.63% |
| GSEC2034 | Govt. Securities | 15.13% |
| GSEC2033 | Govt. Securities | 7.11% |
| GSEC2033 | Govt. Securities | 7.05% |
| Power Finance Corporation Ltd | Finance - Term-Lending Institutions | 6.06% |
| Power Finance Corporation Ltd | Finance - Term-Lending Institutions | 5.14% |
| Nuvama Wealth. | Debt Others | 3.51% |
| Nuvama Wealth. | Debt Others | 3.49% |
| Indian Railway Finance Corporation Ltd | Finance - Term-Lending Institutions | 3.44% |
| Indian Railway Finance Corporation Ltd | Finance - Term-Lending Institutions | 3.42% |
Compare against Medium Duration Fund category average
This comparison shows how the fund performs relative to the Medium Duration Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Medium Duration Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Invesco India Medium Duration Fund-Dir(G) | ₹1286.71 | 5.30% | 9.72% | 8.12% |
| Invesco India Medium Duration Fund-Dir(IDCW-Discr) | ₹1286.62 | 5.30% | 9.72% | 8.12% |
| Invesco India Medium Duration Fund-Reg(IDCW-Discr) | ₹1244.70 | 4.97% | 8.95% | 7.26% |
| Invesco India Medium Duration Fund-Reg(G) | ₹1244.70 | 4.97% | 8.95% | 7.26% |
| Invesco India Medium Duration Fund-Dir(IDCW-Q) | ₹1097.35 | 5.30% | 9.72% | 8.11% |
| Invesco India Medium Duration Fund-Reg(IDCW-Q) | ₹1058.16 | 4.96% | 8.95% | 7.29% |
| DSP Bond Fund - Direct (G) | ₹87.36 | 5.71% | 10.06% | 8.22% |
| DSP Bond Fund - Regular (G) | ₹82.28 | 5.54% | 9.68% | 7.84% |
| Sundaram Medium Duration Fund - Direct (G) | ₹77.41 | 4.69% | 8.52% | 7.03% |
| Sundaram Medium Duration Fund - (G) | ₹69.32 | 4.25% | 7.58% | 6.08% |
A seasoned investment professional with over 13 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.