DebtMedium Duration FundDirect · Growth
Aditya Birla Sun Life Medium Term Plan - Growth - Direct Plan
Aditya Birla Sun Life · Scheme 119539
₹48.05▼ 0.08%NAV · 2026-09-18
Strong FundScore
AUM
₹3,280 cr
Expense ratio
0.83%
3Y CAGR
10.8%
Risk level
Moderate
Min SIP
₹1,000
Benchmark
CRISIL Medium Duration Debt Index
Fund manager: Mohit SharmaExit load: Exit load of 1%, if redeemed within 1 Year.
Strong · 74/100
A high-quality fund that scores well on the factors that matter.
🎯 Suited to short-to-medium horizons and investors wanting stability over growth.
📈 Why it could do well
- ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
- ✓Protects capital well — worst-ever fall was only 13%.
- ✓Low volatility (6% a year) — a steady, low-drama ride.
- ✓3Y CAGR vs category: +2.4% vs category avg
- ✓5Y CAGR vs category: +5.9% vs category avg
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
📉 What could drag it down
- •Sharpe ratio: 0.60
- •Sortino ratio: 0.61
FundScore breakdown
74/100 · Strong
Returns
Decent
Consistency
Excellent
Risk-adjusted
Weak
Downside protection
Excellent
Cost efficiency
Strong
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.