NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹14.07
0.06%
NAV as on 21 Jul 26, 12:00 AM
risk
medium duration fund
debt
NAV as on 21 Jul 26, 12:00 AM
risk
medium duration fund
debt
8.35%p.a.
Last 1Y
9.85%p.a.
Last 3Y
12.01%p.a.
Last 5Y
8.86%p.a.
Since Inception
About Aditya Birla Sun Life Medium Term Plan -IDCW Half Yearly for NRIs
NRIs can achieve long-term capital appreciation by investing in the Aditya Birla Sun Life Medium Term Plan -IDCW Half Yearly scheme from Aditya Birla Sun Life AMC Limited. It is a Medium Duration Fund mutual fund scheme that predominantly invests in Medium Duration Fund stocks of companies. Launched on Mar 2009, Aditya Birla Sun Life Medium Term Plan -IDCW Half Yearly is Medium Duration Fund fund of its category with 3,213.19 Cr fund under management as on Jul 2026. The expense ratio of this fund is less than that of most other Fund category Medium Duration Fund funds.
- Aditya Birla Sun Life Medium Term Plan -IDCW Half Yearly delivered 8.3% annual returns during the last year. It has delivered 8.9% average annual returns since the fund was launched.
- Aditya Birla Sun Life Medium Term Plan -IDCW Half Yearly scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in debt
Fund Objective
The Investment Objective Of The Scheme Is To Generate Regular Income And Capital Appreciation Bypredominantly Investing In A Portfolio Of Debt Securities With Medium Term Maturity.
Top 10 Holdings
Reverse Repo
1.46%
Net Receivables
0.82%
IRB InvIT Fund EQ
0.99%
India Grid Trust EQ
0.84%
CENTRAL GOVERNMENT LOAN 20061 GOI 08JN28 7.17 FV RS 100
0.01%
STATE DEVELOPMENT LOAN 20961 UP 24OT28 8.73 FV RS 100
0.01%
RURAL ELECTRIFICATION CORPORATION LIMITED SERIES 169 8.37 BD 07DC28 FVRS10LAC
0.04%
STATE DEVELOPMENT LOAN 21122 MH 26DC28 8.08 FV RS 100
0.04%
CENTRAL GOVERNMENT LOAN 21176 GOI 14JN29 7.26 FV RS 100
0.01%
Embassy Office Parks REIT
0.66%
Fund Managers
- Sunaina da Cunha (Apr 2017 - Present)
- Mohit Sharma (Aug 2020 - Present)
Key Information
View Scheme Document
Aditya Birla Sun Life Medium Term Plan -IDCW Half Yearly SIP Calculator
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NRI Mutual Fund Tax on Aditya Birla Sun Life Medium Term Plan -IDCW Half Yearly
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Aditya Birla Sun Life Medium Term Plan -IDCW Half Yearly?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Aditya Birla Sun Life Medium Term Plan -IDCW Half Yearly
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
Frequently Asked Questions
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