Debt Scheme - Medium Duration FundAditya Birla Sun Life Mutual Fund

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

₹43.5201▲ 0.0303 (0.07%)

Scheme Type

Open Ended Schemes

NAV History

+16.95%

365 data points · Period:1Y

Returns

CAGR

+0.07%

-0.25%

-0.18%

+8.57%

+9.77%

+11.95%

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹11,695

+16.9%

3Y Ago

₹17,257

+72.6%

5Y Ago

₹19,107

+91.1%

Past performance ≠ future results

Fund Analytics

Score: 61.5 / 100

Performance

Total Returns

Simple return over period

+8.50%

CAGR

Compound annual growth rate

+8.50%

Growth of ₹10K

Hypothetical investment value

₹10,850

SIP XIRR

SIP internal rate of return

+9.31%

Risk

Volatility (Ann.)

Std deviation of returns

2.53%LOW

Max Drawdown

Worst peak-to-trough

-0.55%

Sharpe Ratio

Risk-adjusted return

0.99AVG

Sortino Ratio

Downside risk-adjusted return

2.59GOOD

Benchmark

Beta

Market sensitivity

0.05DEF

Alpha

Excess return vs benchmark

+3.03%

Tracking Error

Deviation from benchmark

11.99%

Information Ratio

Alpha per unit tracking error

0.25

Treynor Ratio

Return per unit systematic risk

53.06

Capture

Upside Capture

Participation in market gains

8.48%

Downside Capture

Participation in market losses

-4.58%

Rolling Returns

1Y Rolling CAGR

Avg 12.9% (6.5% – 25.8%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2026-07-08

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+8.5%-5.3%

+3.0%

3Y+9.9%+8.3%

+3.9%

5Y+12.1%+9.8%

+6.1%

Beta

1Y:0.053Y: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

₹2,17,271

Total Value

₹5,17,271

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