Scheme Overview
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
| Category: Debt: Medium Duration |
| Launch Date: 25-03-2009 |
| Asset Class: Fixed Income |
| Benchmark: CRISIL Medium Duration Debt A-III Index |
| Expense Ratio: 1.56% As on ( 31-03-2025) |
| Status: Open Ended for subscription |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 2,206.08 Cr As on ( 31-03-2025) |
| Turn over: |
39.3688
0.05 ( 0.1153% )
8.88%
CRISIL Medium Duration Debt A-III Index7.57%
PERFORMANCE of Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Scheme Performance (%) Data as on - 29-04-2025
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | 14.53 | 14.27 | 13.78 | 8.65 | 8.88 |
| Benchmark | - | - | - | - | - |
| Debt: Medium Duration | 10.02 | 7.53 | 7.4 | 6.78 | 7.14 |
Yearly Performance (%)
Fund Managers
Sunaina da Cunha, Mohit Sharma, Dhaval Joshi
Investment Objective
The primary investment objective of the Scheme is to generate regular income through investments in debt & money market instruments in order to make regular dividend payments to unitholders.The Fund intends to optimise returns by keeping its portfolio duration between 1 year to 5 years. At anytime the maturity of the portfolio will be governed by the fund manager's perception of the interest rate scenario prevailing in the economy.
RETURNS CALCULATOR for Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Riskometer
Key Performance and Risk Statistics of Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | 9.4 | 0.71 | 6.74 | 1.35 | 7.89 | 4.9 |
| Debt: Medium Duration | - | - | - | - | - | - |
PEER COMPARISION of Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | 25-03-2009 | 14.53 | 10.34 | 14.27 | 13.78 | 8.65 |
| Axis Strategic Bond Fund - Regular Plan - Growth Option | 28-03-2012 | 10.14 | 8.49 | 7.69 | 7.46 | 7.61 |
| HSBC Medium Duration Fund - Regular Growth | 02-02-2015 | 10.01 | 8.3 | 7.24 | 7.15 | 7.11 |
| Nippon India Strategic Debt Fund - Growth Option | 01-06-2014 | 9.94 | 7.97 | 6.96 | 8.17 | 3.41 |
| Kotak Medium Term Fund - Growth | 21-03-2014 | 9.86 | 8.29 | 7.02 | 7.52 | 7.12 |
| DSP Bond Fund - Growth | 29-04-1997 | 9.85 | 8.16 | 7.27 | 6.63 | 6.27 |
| ICICI Prudential Medium Term Bond Fund - Growth | 15-09-2004 | 9.74 | 8.13 | 7.51 | 7.65 | 7.5 |
| HDFC Medium Term Debt Fund - Growth Option | 06-02-2002 | 9.69 | 8.05 | 7.12 | 7.12 | 7.28 |
| SBI Magnum Medium Duration Fund - Regular Plan - Growth | 12-11-2003 | 9.69 | 8.14 | 7.39 | 7.17 | 8.03 |
| BANDHAN Bond Fund - Medium Term - Regular Plan - Growth | 08-07-2003 | 9.63 | 7.52 | 6.5 | 5.65 | 6.75 |
