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

Aditya Birla Sun Life · Medium Duration
Moderate
₹47.47
Current NAV
25 Jun 2026
21.1%
1Y Return
9.1%
3Y CAGR
11.1%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Highly cost-efficient with a low expense ratio of 0.41%.
  • Very large asset base (AUM: ₹11,060 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
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
0.51
Sharpe Ratio
1.31
Beta
1.51
Alpha
0.57
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Fund Details
Fund House Aditya Birla Sun Life
Category Medium Duration
AUM ₹11060 Cr
Expense Ratio 0.41%
Min SIP ₹500
Min Lumpsum ₹1000
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