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Aditya Birla Sun Life Medium Term Plan - REGULAR - Quarterly IDCW

Aditya Birla Sun Life · Medium Duration
Moderate
₹13.51
Current NAV
26 Oct 2026
1.2%
1Y Return
3.1%
3Y CAGR
5.3%
5Y CAGR
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NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 5.65).
  • Very large asset base (AUM: ₹14,700 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Medium Duration mandate.
Cons / Risks
  • Higher expense ratio (1.85%) 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
1.15
Sharpe Ratio
1.05
Beta
5.65
Alpha
1.32
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Fund Details
Fund House Aditya Birla Sun Life
Category Medium Duration
AUM ₹14700 Cr
Expense Ratio 1.85%
Min SIP ₹500
Min Lumpsum ₹1000
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