Debt Scheme - Medium Duration FundAditya Birla Sun Life Mutual Fund

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

₹42.4642▲ 0.0453 (0.11%)

Scheme Type

Open Ended Schemes

NAV History

+15.32%

365 data points · Period:1Y

Returns

CAGR

—

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹11,532

+15.3%

3Y Ago

₹16,896

+69.0%

5Y Ago

₹18,936

+89.4%

Past performance ≠ future results

Fund Analytics

Score: 62.3 / 100

Performance

Total Returns

Simple return over period

+6.69%

CAGR

Compound annual growth rate

+6.69%

Growth of ₹10K

Hypothetical investment value

₹10,669

SIP XIRR

SIP internal rate of return

+6.44%

Risk

Volatility (Ann.)

Std deviation of returns

2.32%LOW

Max Drawdown

Worst peak-to-trough

-0.55%

Sharpe Ratio

Risk-adjusted return

0.30POOR

Sortino Ratio

Downside risk-adjusted return

0.77AVG

Benchmark

Beta

Market sensitivity

0.04DEF

Alpha

Excess return vs benchmark

+1.11%

Tracking Error

Deviation from benchmark

11.62%

Information Ratio

Alpha per unit tracking error

0.10

Treynor Ratio

Return per unit systematic risk

16.20

Capture

Upside Capture

Participation in market gains

6.86%

Downside Capture

Participation in market losses

-3.34%

Rolling Returns

1Y Rolling CAGR

Avg 13.0% (6.5% – 25.8%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2026-05-22

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+6.7%-3.6%

+1.1%

3Y+9.3%+9.9%

+3.1%

5Y+11.7%+10.4%

+5.7%

Beta

1Y:0.043Y:0.035Y:-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