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Aditya Birla Sun Life Medium Term Plan - Direct - IDCW

Aditya Birla Sun Life · Medium Duration
Moderate
₹18.21
Current NAV
26 Oct 2026
0.8%
1Y Return
3.1%
3Y CAGR
5.6%
5Y CAGR
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NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.4%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.70).
  • Well-diversified portfolio aligned with the Medium Duration mandate.
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
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
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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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