Debt Scheme - Medium Duration FundAditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

₹42.4748▲ 0.0220 (0.05%)

Scheme Type

Open Ended Schemes

NAV History

+18.01%

365 data points · Period: 1Y

Returns

CAGR

+0.05%

+0.62%

+1.11%

+8.66%

+9.41%

+11.87%

Returns over 1Y are annualized (CAGR). Past performance ≠ future results.

Growth of ₹10,000

Hypothetical

1Y Ago

₹11,801

+18.0%

3Y Ago

₹16,970

+69.7%

5Y Ago

₹19,120

+91.2%

Past performance ≠ future results

Fund Analytics

Score: 65.0 / 100

Performance

Total Returns

Simple return over period

+8.99%

CAGR

Compound annual growth rate

+8.99%

Growth of ₹10K

Hypothetical investment value

₹10,899

SIP XIRR

SIP internal rate of return

+7.79%

Risk

Volatility (Ann.)

Std deviation of returns

2.16%LOW

Max Drawdown

Worst peak-to-trough

-0.50%

Sharpe Ratio

Risk-adjusted return

1.39GOOD

Sortino Ratio

Downside risk-adjusted return

3.35GOOD

Benchmark

Beta

Market sensitivity

0.02DEF

Alpha

Excess return vs benchmark

+3.11%

Tracking Error

Deviation from benchmark

11.95%

Information Ratio

Alpha per unit tracking error

0.26

Treynor Ratio

Return per unit systematic risk

147.56

Capture

Upside Capture

Participation in market gains

7.63%

Downside Capture

Participation in market losses

-5.00%

Rolling Returns

1Y Rolling CAGR

Avg 13.1% (6.5% – 25.8%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2026-03-25

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+9.0%+0.1%

+3.1%

3Y+9.7%+12.2%

+3.5%

5Y+11.8%+11.0%

+5.9%

Beta

1Y: 0.023Y: 0.025Y: -0.01

Outperforming the Nifty 50 index

Pre-computed metrics. Benchmark: Nippon India ETF Nifty BeES. Alpha = Fund CAGR − Index CAGR.

SIP Calculator

Auto-filled

Monthly

₹500₹1L

Period

Return (%)•

Invested

₹3,00,000

Wealth Gained

₹2,02,529

Total Value

₹5,02,529

*Based on historical CAGR. Projections are illustrative, not guaranteed