MF
MFGenie.ai
Medium Durationregularidcw

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

Aditya Birla Sun Life Mutual Fund

₹13.5166

0.02 (+0.12%)

NAV as of 10 Apr 2026

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+0.19%
1 Month-1.65%
3 Months+1.13%
6 Months+1.33%
1 Year+2.71%
3 Years (CAGR)+2.93%
5 Years (CAGR)+5.48%
10 Years (CAGR)+2.54%
Since Inception (Mar 2009)+1.74%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+1.12%
3 Year SIP+3.19%
5 Year SIP+4.40%
Since Inception (Mar 2009)+2.61%

Fund Details

Fund HouseAditya Birla Sun Life Mutual Fund
CategoryMedium Duration
Plan Typeregular
Optionidcw
Min SIP₹0
Min Lumpsum₹1,000
Launch Date26 Mar 2009
AMFI Code111809

Risk Metrics

Sharpe Ratio

Alpha

Beta

Sortino

Std Dev

Max Drawdown

Performance Comparison

Performance Comparison

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Investment Objective

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