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Aditya Birla Sun Life Medium Term Plan - Direct - IDCW

Aditya Birla Sun Life · Medium Duration
Moderate
₹18.09
Current NAV
25 Jun 2026
18.0%
1Y Return
21.0%
3Y CAGR
19.0%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.4%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.70).
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.70
Sharpe Ratio
0.40
Beta
-1.80
Alpha
1.87
Sortino
Fund Details
Fund House Aditya Birla Sun Life
Category Medium Duration
AUM ₹7750 Cr
Expense Ratio 0.40%
Min SIP ₹500
Min Lumpsum ₹1000
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