Debt Scheme - Medium Duration FundAditya Birla Sun Life Mutual Fund

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

₹46.4834▲ 0.0505 (0.11%)

Scheme Type

Open Ended Schemes

NAV History

+16.60%

365 data points · Period:1Y

Returns

CAGR

—

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹11,660

+16.6%

3Y Ago

₹17,457

+74.6%

5Y Ago

₹19,958

+99.6%

Past performance ≠ future results

Fund Analytics

Score: 62.5 / 100

Performance

Total Returns

Simple return over period

+7.49%

CAGR

Compound annual growth rate

+7.49%

Growth of ₹10K

Hypothetical investment value

₹10,749

SIP XIRR

SIP internal rate of return

+7.25%

Risk

Volatility (Ann.)

Std deviation of returns

2.33%LOW

Max Drawdown

Worst peak-to-trough

-0.52%

Sharpe Ratio

Risk-adjusted return

0.64AVG

Sortino Ratio

Downside risk-adjusted return

1.68GOOD

Benchmark

Beta

Market sensitivity

0.04DEF

Alpha

Excess return vs benchmark

+1.91%

Tracking Error

Deviation from benchmark

11.61%

Information Ratio

Alpha per unit tracking error

0.16

Treynor Ratio

Return per unit systematic risk

34.06

Capture

Upside Capture

Participation in market gains

7.53%

Downside Capture

Participation in market losses

-3.84%

Rolling Returns

1Y Rolling CAGR

Avg 13.8% (7.3% – 26.8%)

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

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+7.5%-3.6%

+1.9%

3Y+10.1%+9.9%

+3.9%

5Y+12.5%+10.4%

+6.5%

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

₹2,17,271

Total Value

₹5,17,271

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