Medium Durationregulargrowth
Aditya Birla Sun Life Medium Term Plan - Institutional - Growth Plan
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week+0.38%
1 Month+1.28%
3 Months+0.13%
6 Months+2.70%
1 Year+3.69%
3 Years (CAGR)+6.84%
5 Years (CAGR)+8.43%
10 Years (CAGR)+8.25%
Since Inception (Mar 2009)+8.25%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP+3.98%
3 Year SIP+5.43%
5 Year SIP+6.98%
Since Inception (Mar 2009)+8.50%
Fund Details
Fund HouseAditya Birla Sun Life Mutual Fund
CategoryMedium Duration
Plan Typeregular
Optiongrowth
Min SIP₹500
Min Lumpsum₹1,000
Launch Date26 Mar 2009
AMFI Code111804
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Compare with Similar Funds
Compare All Medium Duration FundsView all Medium Duration funds
Investment Objective
Aditya Birla Sun Life Medium Term Plan - Institutional - Growth Plan by Aditya Birla Sun Life Mutual Fund is a Medium Duration fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Medium Duration category.
About This Fund
Aditya Birla Sun Life Medium Term Plan - Institutional - Growth Plan is a Medium Duration mutual fund offered by Aditya Birla Sun Life Mutual Fund. The fund has been operational for over 17 years.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations