Aditya Birla Sun Life Medium Term Plan
Direct · Growth ₹46.64
21 Apr 2026
NAV
9.4%
3Y CAGR
8.8%
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.
19.32
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.
NA
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 | ₹41.81 L | 9.5% | -3.9% | 19.0% |
| 5 Years | ₹60.00 L | ₹75.58 L | 9.0% | 0.7% | 13.6% |
| 10 Years | ₹1.20 Cr | ₹1.96 Cr | 9.8% | 9.2% | 10.6% |