Can I invest in SIP and Lumpsum in Aditya Birla SL Medium TermPlan-SegPF1-Dir(IDCW-Q) Direct Growth?

Yes, you can invest both lumpsum and SIP in Aditya Birla SL Medium TermPlan-SegPF1-Dir(IDCW-Q). Minimum lumpsum investment Aditya Birla SL Medium TermPlan-SegPF1-Dir(IDCW-Q) is ₹1,000 and minimum SIP amount is ₹1,000 . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What are the top sectors Aditya Birla SL Medium TermPlan-SegPF1-Dir(IDCW-Q) invests in?

A majority of Aditya Birla SL Medium TermPlan-SegPF1-Dir(IDCW-Q) 's AUM worth ₹130.72 (Cr) is invested in these 3 top sectors: There is no data for Top 3 sector holdings in the portfolio!

Mutual Funds
AMC
Aditya Birla SL Medium TermPlan-SegPF1-Dir(IDCW-Q)

Aditya Birla SL Medium TermPlan-SegPF1-Dir(IDCW-Q)

Q: What is the NAV of Aditya Birla SL Medium TermPlan-SegPF1-Dir(IDCW-Q) Direct Growth?

The latest NAV ( Net Asset Value ) of Aditya Birla SL Medium TermPlan-SegPF1-Dir(IDCW-Q) is Aditya Birla SL Medium TermPlan-SegPF1-Dir(IDCW-Q) is ₹0.24 as on 2022-09-30.

Q: Which are the biggest stock holdings of Aditya Birla SL Medium TermPlan-SegPF1-Dir(IDCW-Q)?

The 5 biggest stock holdings of Aditya Birla SL Medium TermPlan-SegPF1-Dir(IDCW-Q) are: C C I (97.91%), Net CA & Others (2.09%),

Medium Duration Fund

Invest Now

NAV
0.24(0.04%)
Fund Size (CR)
₹130.72
Expense Ratio
-
Scheme Type
Active Fund
Value Research
-

Min. investment
₹1,000
Minimum Additional Investment
₹1,000
Minimum SIP Investment
₹1,000
Minimum Withdrawal
₹1
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
0%
Return Since Launch
-

Absolute Return: NaN%

Annualized Return: 0%

There is no Asset Allocation data

Basic Details

Scheme Manager

Sunaina da Cunha

Bench Mark

CRISIL Medium Duration Debt A-III Index

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	-	-	-	-	-	-/-
1 Month	-	-	-	-	-	-/-
3 Month	-	-	-	-	-	-/-
6 Month	-	-	-	-	-	-/-
1 Year	-	-	-	-	-	-/-
3 Year	-	-	-	-	-	-/-
5 Year	-	-	-	-	-	-/-
Since Inception	-	-	-	-	-	-/-

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 October 2021	1,20,000	84701.11	-29.42%	-29.42%
3 Year	2 December 2019	3,40,000	170613.10	-49.82%	-20.53%
5 Year	-	-	-	-	-
10 Year	-	-	-	-	-

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

24.15%

Standard Deviation

-0.50%

Beta

-1.48%

Sharpe Ratio

Treynor's Ratio

-124.63%

Jension's Alpha

Asset Allocation

Sector Allocation

There is no Sector Allocation data

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
There's no data available of Stock Holdings

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
Aditya Birla SL Medium TermPlan-SegPF1-Dir(IDCW-Q)	130.72	-	-	-	-	-
Aditya Birla SL Medium Term Plan - Direct (G)	2206.08	1.18%	5.41%	7.51%	15.11%	15.47%
Aditya Birla SL Medium Term Plan - Direct (IDCW-H)	2206.08	1.18%	5.41%	7.51%	15.11%	15.46%
Aditya Birla SL Medium Term Plan - Direct (IDCW-Q)	2206.08	1.18%	5.41%	7.51%	15.11%	15.46%
Aditya Birla SL Medium Term Plan - Direct (IDCW)	2206.08	1.18%	5.22%	7.31%	14.91%	15.39%
Bandhan Bond Fund - MTP - Direct (IDCW-D)	1459.33	1.35%	3.61%	6.06%	11.56%	7.13%

List of Schemes under Aditya Birla Sun Life Mutual Fund

Fund Name	Category	Risk	1Y Returns	Ratings	Fund Size (Cr)
Aditya Birla SL Debt Plus Arbitrage FOF	Other	Moderate	9.56%	4	₹120.78
Aditya Birla SL Asset Allocator FoF	Other	High	13.33%	3	₹195.37
Aditya Birla SL Balanced Advantage Fund	Hybrid	Very High	12.74%	3	₹7,321.44
Aditya Birla SL FP FoF - Aggressive	Other	Very High	11.85%	2	₹208.68
Aditya Birla SL FP FoF - Conservative	Other	High	11.78%	3	₹15.09
Aditya Birla SL FP FoF - Moderate	Other	High	12%	3	₹35.53
Aditya Birla SL Global Emerging Oppt Fund	Other	Very High	6.62%	0	₹221.98
Aditya Birla SL Global Excellence Equity Fund of Fund	Other	Very High	5.5%	0	₹192.65
Aditya Birla SL Equity Hybrid '95 Fund	Hybrid	Very High	10.46%	2	₹7,192.72
Aditya Birla SL Equity Advantage Fund	Equity	Very High	6.98%	1	₹5,410.35
Aditya Birla SL Low Duration Fund	Debt	Moderate	8.34%	5	₹12,578.75
Aditya Birla SL Liquid Fund	Debt	Moderate	7.41%	5	₹53,911.73
Aditya Birla SL Dividend Yield Fund	Equity	Very High	3.59%	0	₹1,403.91
Aditya Birla SL Dynamic Bond Fund	Debt	Moderate	11.96%	4	₹1,836.65
Aditya Birla SL Arbitrage Fund	Hybrid	Low	7.97%	4	₹14,236.09
Aditya Birla SL Flexi Cap Fund	Equity	Very High	13.54%	3	₹21,667.61
Aditya Birla SL Floating Rate Fund	Debt	Moderately Low	8.59%	5	₹13,437.61
Aditya Birla SL Money Manager Fund	Debt	Moderate	8.12%	5	₹27,171.48
Aditya Birla SL Frontline Equity Fund	Equity	Very High	12.32%	4	₹28,105.70
Aditya Birla SL Govt Securities Fund	Debt	Moderate	12%	2	₹1,987.19
Aditya Birla SL Gold Fund	Other	High	33.56%	3	₹554.92
Aditya Birla SL Income Fund	Debt	Moderate	10.88%	3	₹2,303.58
Aditya Birla SL Nifty 50 Index Fund	Other	Very High	10.53%	3	₹994.68
Aditya Birla SL India GenNext Fund	Equity	Very High	11.75%	2	₹5,612.93
Aditya Birla SL Infrastructure Fund	Equity	Very High	-0.08%	2	₹1,059.52
Aditya Birla SL International Equity - Plan A	Equity	Very High	15.28%	0	₹192.92
Aditya Birla SL Medium Term Plan	Debt	Moderately High	15.11%	5	₹2,337.51
Aditya Birla SL Midcap Fund	Equity	Very High	9.51%	2	₹5,502.09
Aditya Birla SL Regular Savings Fund	Hybrid	Moderately High	11.57%	4	₹1,377.21
Aditya Birla SL Regular Savings Fund	Hybrid	Moderately High	11.57%	0	₹1,377.21
Aditya Birla SL MNC Fund	Equity	Very High	2.81%	0	₹3,371.41
Aditya Birla SL Digital India Fund	Equity	Very High	7.18%	0	₹4,530.17
Aditya Birla SL Pure Value Fund	Equity	Very High	2.75%	2	₹5,791.13
Aditya Birla SL Savings Fund	Debt	Moderate	8.17%	2	₹17,263.43
Aditya Birla SL Corporate Bond Fund Fund	Debt	Moderate	10.12%	3	₹25,884.32
Aditya Birla SL Short Term Fund	Debt	Moderate	9.93%	5	₹8,342.87
Aditya Birla SL Small Cap Fund	Equity	Very High	2.72%	1	₹4,416.28
Aditya Birla SL ELSS Tax Saver Fund	Equity	Very High	8.93%	1	₹14,461.85
Aditya Birla SL Focused Fund	Equity	Very High	13.14%	3	₹7,359.92
Aditya Birla SL Banking & PSU Debt	Debt	Moderate	9.71%	4	₹8,826.27
Aditya Birla SL Interval Income-Qrtly-Sr.I	Debt	Low	7.03%	0	₹28.90
Aditya Birla SL Banking & Financial Services	Equity	Very High	14.07%	2	₹3,248.48
Aditya Birla SL Equity Savings Fund	Hybrid	Moderately High	8.66%	2	₹631.60
Aditya Birla SL Manufacturing Equity Fund	Equity	Very High	5.16%	0	₹1,086.46
Aditya Birla SL Credit Risk Fund	Debt	Moderately High	18.14%	4	₹985.28
Aditya Birla SL Overnight Fund	Debt	Low	6.58%	4	₹7,697.73
Aditya Birla SL Bal Bhavishya Yojna WP	Solution Oriented	Very High	6.97%	2	₹1,025.44
Aditya Birla SL Retirement-The 30s Plan	Solution Oriented	Very High	9.38%	2	₹370.56
Aditya Birla SL Retirement-The 40s Plan	Solution Oriented	Very High	12.9%	2	₹109.45
Aditya Birla SL Retirement-The 50s Plan	Solution Oriented	Moderately High	9.62%	2	₹25.67
Aditya Birla SL Retirement-The 50sPlus-Debt	Solution Oriented	Moderate	8.52%	1	₹17.34
Aditya Birla SL Pharma & Healthcare Fund	Equity	Very High	14.14%	2	₹814.95
Aditya Birla SL PSU Equity Fund	Equity	Very High	-2.93%	0	₹5,342.23
Aditya Birla SL Special Opportunities Fund	Equity	Very High	11.79%	0	₹729.81
Aditya Birla SL ESG Integration Strategy Fund	Equity	Very High	16.35%	0	₹605.05
Aditya Birla SL Nifty Midcap 150 IF	Other	Very High	7.99%	3	₹315.32
Aditya Birla SL Nifty Smallcap 50 IF	Other	Very High	4.1%	1	₹201.24
Aditya Birla SL Multi-Cap Fund	Equity	Very High	8.13%	2	₹5,893.80
Aditya Birla SL Nifty 50 EWI Fund	Other	Very High	8.15%	4	₹360.68
Aditya Birla SL FTP - Series TI	Debt	Moderately Low	8.48%	0	₹313.98
Aditya Birla SL FTP - Series TJ	Debt	Moderately Low	8.64%	0	₹25.85
Aditya Birla SL Nifty SDL Plus PSU Bond Sep 2026 60:40 Index Fund	Other	Moderately Low	8.46%	0	₹9,343.79
Aditya Birla SL NASDAQ 100 FOF	Other	Very High	10.37%	0	₹363.10
Aditya Birla SL Business Cycle Fund	Equity	Very High	10.18%	0	₹1,687.96
Aditya Birla SL Silver ETF FOF	Other	Very High	15.89%	0	₹207.68
Aditya Birla SL Nifty SDL Apr 2027 Index Fund	Other	Moderate	8.94%	0	₹3,879.66
Aditya Birla SL Nifty Next 50 Index Fund	Other	Very High	0.35%	1	₹199.20
Aditya Birla SL FTP - Series TQ	Debt	Moderate	9.29%	0	₹219.06
Aditya Birla SL Crisil IBX 60:40 SDL + AAA PSU - Apr 2027 Index Fund	Other	Moderate	8.87%	0	₹1,612.94
Aditya Birla SL Long Duration Fund	Debt	Moderate	12.94%	0	₹178.83
Aditya Birla SL Nifty SDL Sep 2025 Index Fund	Other	Moderately Low	7.39%	0	₹42.47
Aditya Birla SL Multi-Index Fund of Fund	Other	High	10.57%	0	₹18.25
Aditya Birla SL CRISIL IBX Gilt-Apr 2026 IF	Other	Moderately Low	8.01%	0	₹249.41
Aditya Birla SL CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 IF	Other	Moderate	10.06%	0	₹379.11
Aditya Birla SL CRISIL IBX Gilt Apr 2029 IF	Other	Moderate	10.92%	0	₹665.26
Aditya Birla SL Crisil IBX 60:40 SDL + AAA PSU Apr 2026 IF	Other	Moderate	8.05%	0	₹51.17
Aditya Birla SL FTP - Series UB	Debt	Moderate	8.2%	0	₹25.16
Aditya Birla SL FTP - Series UD	Debt	Moderately Low	0%	0	₹0.00
Aditya Birla SL Multi Asset Allocation Fund	Hybrid	Very High	14.72%	0	₹3,821.07
Aditya Birla SL FTP - Series UE	Debt	Moderate	0%	0	₹0.00
Aditya Birla SL CRISIL IBX SDL Jun 2032 Index Fund	Other	Moderate	11.52%	0	₹158.90
Aditya Birla SL FTP - Series UG	Debt	Moderate	0%	0	₹0.00
Aditya Birla SL Nifty SDL Sep 2027 Index Fund	Other	Moderate	9.49%	0	₹36.84
Aditya Birla SL CRISIL IBX Gilt Apr 2028 IF	Other	Moderately Low	9.29%	0	₹23.46
Aditya Birla SL FTP - Series UH	Debt	Moderately Low	0%	0	₹0.00
Aditya Birla SL FTP - Series UI	Debt	Moderately Low	0%	0	₹0.00
Aditya Birla SL FTP - Series UJ	Debt	Moderately Low	8.18%	0	₹75.39
Aditya Birla SL CRISIL IBX SDL Sep 2028 IF	Other	Moderate	0%	0	₹0.00
Aditya Birla SL FTP - Series UK	Debt	Moderately Low	0%	0	₹0.00
Aditya Birla SL US Treasury 1-3 year Bond ETFs FoF	Other	Very High	7.2%	0	₹87.20
Aditya Birla SL US Treasury 3-10 year Bond ETFs FoF	Other	Very High	7.88%	0	₹182.16
Aditya Birla SL Transportation and Logistics Fund	Equity	Very High	1.79%	0	₹1,343.85
Aditya Birla SL Crisil IBX Gilt April 2033 Index Fund	Other	Moderate	12.03%	0	₹83.51
Aditya Birla SL FMP - Series UT	Debt	Moderately Low	0%	0	₹0.00
Aditya Birla SL FMP - Series UU	Debt	Moderate	0%	0	₹0.00
Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund	Other	Moderate	0%	0	₹116.32
Aditya Birla SL Quant Fund	Equity	Very High	0%	0	₹2,367.14
Aditya Birla SL Nifty India Defence Index Fund	Other	Very High	0%	0	₹391.11
Aditya Birla SL CRISIL-IBX AAA NBFC-HFC Index-Sep 2026 Fund	Other	Moderate	0%	0	₹228.97
Aditya Birla SL CRISIL-IBX AAA NBFC-HFC Index-Dec 2025 Fund	Other	Moderate	0%	0	₹380.39
Aditya Birla SL CRISIL-IBX AAA Financial Services Index-Sep 2027 Fund	Other	Moderate	0%	0	₹81.63
Aditya Birla SL BSE India Infrastructure Index Fund	Other	Very High	0%	0	₹33.43
Aditya Birla SL Conglomerate Fund	Equity	Very High	0%	0	₹1,459.18
Aditya Birla SL CRISIL-IBX Financial Services 3to6 Months Debt IF	Other	Moderately Low	0%	0	₹3,652.59
Aditya Birla SL CRISIL-IBX Financial Services 9-12 Months Debt IF	Other	Moderately Low	0%	0	₹798.98

News

Aditya Birla Sun Life MF announces Income Distribution cum Capital Withdrawal (IDCW) under its schemes
Aditya Birla Sun Life Mutual Fund has announced 22 April 2025 as the record date for declaration of Income Distribution cum Capital Withdrawal (IDCW) under the following schemes. The quantum of IDCW (Rs per unit) on the face value of Rs 10 per unit will be:
Aditya Birla Sun Life Balanced Advantage Fund:
Regular Plan ' IDCW Option: 0.149
Direct Plan ' IDCW Option: 0.169
Aditya Birla Sun Life Arbitrage Fund:
Regular Plan ' IDCW Option: 0.065
Direct Plan ' IDCW Option: 0.067
Aditya Birla Sun Life International Equity Fund:
Regular Plan ' IDCW Option: 1.052
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Aditya Birla Sun Life MF announces change in fund manager & Exit Load under its scheme

Aditya Birla Sun Life Mutual Fund has announced change in fund managers & Exit Load under the following scheme, with effect from March 28, 2025.

Change in Fund Management Responsibilities:

Name of the Scheme	Existing Fund Manager	Revised Fund Managers
Aditya Birla Sun Life Debt Plus Arbitrage FOF	Mr. Kaustubh Gupta	Mr. Kaustubh Gupta and Mr. Harshil Suvarnkar

Change in Exit Load:

Name of the Scheme	Existing Exit Load	Revised Exit Load
Aditya Birla Sun Life Debt Plus Arbitrage FOF	For redemption / switch-out of units on or before 15 days from the date of allotment: 0.25% of applicable NAV. For redemption/switch out of units after 15 days from the date of allotment: Nil	NIL

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Aditya Birla Sun Life CRISIL IBX 60:40 SDL + AAA PSU - Apr 2025 Index Fund Merger into Aditya Birla Sun Life Corporate Bond Fund
Aditya Birla Sun Life Mutual Fund has approved the merger of Aditya Birla Sun Life CRISIL IBX 60:40 SDL + AAA PSU - Apr 2025 Index Fund Merger into Aditya Birla Sun Life Corporate Bond Fund, with effect from 30 April 2025.
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Fund House Details & Investment Objective

Date of Incorporation

26 November 2019

Total AUM (Cr)

₹130.72

Aditya Birla SL Medium TermPlan-SegPF1-Dir(IDCW-Q) is an Medium Duration Fund-oriented fund from the renowned AMC, Aditya Birla Sun Life Mutual Fund. Launched in 26 November 2019, this fund is managed by Sunaina da Cunha. With assets under management (AUM) worth ₹130.72 (Cr), as of 30 September 2022, Aditya Birla SL Medium TermPlan-SegPF1-Dir(IDCW-Q) is categorized as a Medium Duration Fund within its segment. The fund has generated a return of undefined% since its launch.
The current NAV of Aditya Birla SL Medium TermPlan-SegPF1-Dir(IDCW-Q) is ₹0.24, as on 30 September 2022. The fund's benchmark index is CRISIL Medium Duration Debt A-III Index. You can invest in Aditya Birla SL Medium TermPlan-SegPF1-Dir(IDCW-Q) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹1,000 while the minimum lumpsum investment is ₹1,000.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
Nil The fund has generated - and - CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 97.91% in Debt and 2.09% in cash and cash equivalents.

FAQs

How to Invest in Aditya Birla SL Medium TermPlan-SegPF1-Dir(IDCW-Q) Direct Growth?

Aditya Birla SL Medium TermPlan-SegPF1-Dir(IDCW-Q) is a popular fund in the Medium Duration Fund segment. The fund has generated a return of undefined% since inception. Looking to invest in Aditya Birla SL Medium TermPlan-SegPF1-Dir(IDCW-Q) How about earning 1% extra return? All this is possible with m.Stock! Investing in Aditya Birla SL Medium TermPlan-SegPF1-Dir(IDCW-Q) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage on Mutual Funds, Delivery & IPO.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, Aditya Birla SL Medium TermPlan-SegPF1-Dir(IDCW-Q)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Use the Lumpsum Calculator to estimate returns, then enter the investment amount, select the payment mode mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route: Utilize the SIP Calculator to forecast potential growth, then enter the SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in Aditya Birla SL Medium TermPlan-SegPF1-Dir(IDCW-Q) today and reap the benefits of this Medium Duration Fund fund!

How much returns has Aditya Birla SL Medium TermPlan-SegPF1-Dir(IDCW-Q) Direct Growth generated?

In the short term, i.e., 1 year, Aditya Birla SL Medium TermPlan-SegPF1-Dir(IDCW-Q) has generated annualised return of -. In the long-term, the fund has generated - and undefined% in 3 and 5 years respectively. Since its inception, the fund has generated undefined% returns.

What is the expense ratio of Aditya Birla SL Medium TermPlan-SegPF1-Dir(IDCW-Q) Direct Growth?

The expense ratio of Aditya Birla SL Medium TermPlan-SegPF1-Dir(IDCW-Q) Direct Growth is undefined%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Aditya Birla SL Medium TermPlan-SegPF1-Dir(IDCW-Q) Fund Direct Growth?

The Assets Under Management (AUM) of Aditya Birla SL Medium TermPlan-SegPF1-Dir(IDCW-Q) is ₹130.72 (Cr) as of 2022-09-30 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from Aditya Birla SL Medium TermPlan-SegPF1-Dir(IDCW-Q) Direct Growth?

Redeeming or selling units of Aditya Birla SL Medium TermPlan-SegPF1-Dir(IDCW-Q) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from Aditya Birla SL Medium TermPlan-SegPF1-Dir(IDCW-Q):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case Aditya Birla SL Medium TermPlan-SegPF1-Dir(IDCW-Q)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).