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

Aditya Birla Sun Life · Medium Duration
Moderate
₹22.14
Current NAV
04 Apr 2019
23.4%
1Y Return
12.4%
3Y CAGR
13.4%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Medium Duration mandate.
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
0.84
Sharpe Ratio
0.74
Beta
-0.66
Alpha
0.96
Sortino
Fund Details
Fund House Aditya Birla Sun Life
Category Medium Duration
AUM ₹9390 Cr
Expense Ratio 1.54%
Min SIP ₹500
Min Lumpsum ₹1000
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