Aditya Birla Sun Life Medium to Long Term Fund
Direct · Growth ₹140.56
11 Nov 2026
NAV
7.8%
3Y CAGR
7.7%
5Y CAGR
7.8%
10Y CAGR
7.8%
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.
2.67
Sharpe
-10.3%
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 | ₹12.40 L | 7.8% | -3.8% | 29.0% |
| 3 Years | ₹36.00 L | ₹40.10 L | 7.7% | 3.6% | 16.0% |
| 5 Years | ₹60.00 L | ₹71.39 L | 7.4% | 5.0% | 10.4% |
| 7 Years | ₹84.00 L | ₹1.08 Cr | 7.6% | 5.3% | 10.1% |
| 10 Years | ₹1.20 Cr | ₹1.74 Cr | 7.2% | 6.0% | 7.8% |
| 12 Years | ₹1.44 Cr | ₹2.27 Cr | 7.3% | 6.4% | 8.0% |
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 | 7.8% | 5.6% |
| 3 Years | 7.7% | 7.2% |
| 5 Years | 7.4% | 6.6% |
| 7 Years | 7.6% | 6.9% |
| 10 Years | 7.2% | 6.8% |
| 12 Years | 7.3% | 7.0% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 7.7% | 7.4% | -1.9% | 19.2% | 0.27 | 0.52 | 98% | — | — |
| 3 Years | 7.8% | 7.4% | 4.3% | 14.0% | 0.69 | 2.89 | 100% | — | — |
| 5 Years | 7.7% | 7.7% | 5.2% | 9.9% | 1.02 | 4.16 | 100% | — | — |
| 10 Years | 7.8% | 7.8% | 6.4% | 8.6% | 2.67 | 129.66 | 100% | — | — |
-10.3%
Max Drawdown
3 mo
Drawdown Duration
10 mo
Recovery Time
-0.9%
Avg Drawdown
Calmar Ratio by Duration
0.75
1Y
0.76
3Y
0.75
5Y
0.77
7Y
0.76
10Y
0.77
12Y