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Aditya Birla Sun Life Medium Term Plan - Regular - IDCW

Aditya Birla Sun Life · Medium Duration
Moderate
₹16.53
Current NAV
26 Oct 2026
0.1%
1Y Return
2.4%
3Y CAGR
4.9%
5Y CAGR
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NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.84).
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Medium Duration mandate.
Cons / Risks
  • Higher expense ratio (2.14%) which can affect compounding over long horizons.
  • 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
1.84
Sharpe Ratio
0.54
Beta
0.34
Alpha
2.28
Sortino
Fund Details
Fund House Aditya Birla Sun Life
Category Medium Duration
AUM ₹9890 Cr
Expense Ratio 2.14%
Min SIP ₹500
Min Lumpsum ₹1000
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