Debt Scheme - Medium Duration FundAditya Birla Sun Life Mutual Fund

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

₹46.4498▲ 0.0250 (0.05%)

Scheme Type

Open Ended Schemes

NAV History

+19.31%

365 data points · Period: 1Y

Returns

CAGR

+0.05%

+0.63%

+1.24%

+9.46%

+10.18%

+12.66%

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹11,931

+19.3%

3Y Ago

₹17,531

+75.3%

5Y Ago

₹20,152

+101.5%

Past performance ≠ future results

Fund Analytics

Score: 65.1 / 100

Performance

Total Returns

Simple return over period

+9.79%

CAGR

Compound annual growth rate

+9.79%

Growth of ₹10K

Hypothetical investment value

₹10,979

SIP XIRR

SIP internal rate of return

+8.59%

Risk

Volatility (Ann.)

Std deviation of returns

2.16%LOW

Max Drawdown

Worst peak-to-trough

-0.47%

Sharpe Ratio

Risk-adjusted return

1.75GOOD

Sortino Ratio

Downside risk-adjusted return

4.28GOOD

Benchmark

Beta

Market sensitivity

0.02DEF

Alpha

Excess return vs benchmark

+3.91%

Tracking Error

Deviation from benchmark

11.95%

Information Ratio

Alpha per unit tracking error

0.33

Treynor Ratio

Return per unit systematic risk

185.19

Capture

Upside Capture

Participation in market gains

8.20%

Downside Capture

Participation in market losses

-5.49%

Rolling Returns

1Y Rolling CAGR

Avg 13.9% (7.3% – 26.8%)

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

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+9.8%+0.1%

+3.9%

3Y+10.5%+12.2%

+4.3%

5Y+12.6%+11.0%

+6.7%

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

₹2,32,535

Total Value

₹5,32,535

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