Aditya Birla Sun Life Medium Term Plan
Direct · Growth ₹48.05
18 Aug 2026
NAV
9.5%
3Y CAGR
8.9%
5Y CAGR
9.3%
10Y CAGR
9.2%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
20.08
Sharpe
-12.6%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.83%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.55 L | 10.0% | -15.8% | 43.3% |
| 3 Years | ₹36.00 L | ₹41.89 L | 9.5% | -3.9% | 19.0% |
| 5 Years | ₹60.00 L | ₹76.23 L | 9.1% | 0.7% | 13.6% |
| 7 Years | ₹84.00 L | ₹1.20 Cr | 8.9% | 3.4% | 12.2% |
| 10 Years | ₹1.20 Cr | ₹1.97 Cr | 9.9% | 9.2% | 10.6% |
| 12 Years | ₹1.44 Cr | ₹2.69 Cr | 10.0% | 9.6% | 10.2% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 10.0% | 8.0% |
| 3 Years | 9.5% | 7.5% |
| 5 Years | 9.1% | 7.0% |
| 7 Years | 8.9% | 7.0% |
| 10 Years | 9.9% | 7.2% |
| 12 Years | 10.0% | 7.5% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 9.9% | 10.1% | -8.7% | 26.6% | 0.55 | 1.19 | 92% | — | — |
| 3 Years | 9.5% | 10.4% | 0.9% | 16.9% | 0.76 | 2.04 | 100% | — | — |
| 5 Years | 8.9% | 8.9% | 4.5% | 14.6% | 0.93 | 5.15 | 100% | — | — |
| 10 Years | 9.3% | 9.3% | 9.0% | 9.7% | 20.08 | — | 100% | — | — |
-12.6%
Max Drawdown
7 mo
Drawdown Duration
8 mo
Recovery Time
-0.6%
Avg Drawdown
Calmar Ratio by Duration
0.78
1Y
0.75
3Y
0.70
5Y
0.66
7Y
0.74
10Y
0.77
12Y