DebtMedium Duration FundDirect · Growth
Aditya Birla Sun Life Medium Term Plan - Growth - Direct Plan
Aditya Birla Sun Life · Scheme 119539
₹47.89▲ 0.05%NAV · 2026-08-05
Strong FundScore
AUM
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Expense ratio
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3Y CAGR
10.8%
Risk (SEBI)
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Min SIP
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Benchmark
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NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +0.25% |
| 3 Months | +2.88% |
| 6 Months | +4.37% |
| 1 Year | +9.14% |
| 3 Years (CAGR) | +10.76% |
| 5 Years (CAGR) | +12.85% |
| 10 Years (CAGR) | +9.25% |
| Since Launch | +9.79% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns62
Consistency90
Risk-adjusted42
Downside protection99
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 3Y CAGR vs category: +2.7% vs category avg
- ✓ 5Y CAGR vs category: +5.9% vs category avg
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Beat category: beat category in 68% of windows
- ✓ Volatility: 6% annualised
What to watch
- • Sharpe ratio: 0.60
- • Sortino ratio: 0.61
Risk metrics
Sharpe ratio
0.60
Sortino ratio
0.61
Volatility
5.69%
Max drawdown
-12.65%
Downside capture
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SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.