Aditya Birla Sun Life Medium Term Plan

Medium DurationDebt Rank 2 of 15

NAV · Direct-Growth

₹48.00-0.03-0.06%

As of 1 Oct 2026 · AMFI

NAV growth+8.4%

Oct ’25Oct ’26

Arthkar verdictSolid on the numbers

Returns

Mixed vs category

2 of 3 periods ahead

Consistency

Strong

positive in 11 of 12 years

Beats its Medium Duration category on 1Y & 5Y but trails on 3Y.

1Y return

+8.3%

+3.3 vs cat

3Y CAGR

+10.5%

-0.1 vs cat

5Y CAGR

+12.6%

+4.3 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

2.1%

3Y std dev

Go deeper on Aditya Birla Sun Life Medium Term Plan

Two data-only views, computed from this fund's real NAV history — no projections.

Aditya Birla Sun Life Medium Term Plan SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Aditya Birla Sun Life Medium Term Plan real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Aditya Birla Sun Life Medium Term Plan is a Medium Duration scheme from Aditya Birla Sun Life. Long-run track record: about 12.6% CAGR over 5 years. Worst historical drawdown: -13% in Apr 2020, recovered in 8 months.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF209K01XA9

NAV (Direct-Growth)

₹48.0026

Last 1Y

+8.42%

Oct 25Min ₹44.27 · Max ₹48.11 · 243 ptsOct 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Apr 2020

-12.6%

Peak ₹24.80 on 19 Sept 2019 → trough ₹21.66 on 29 Apr 2020 (7 months down).

Recovered in 8 months· 24 Dec 2020

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-0.05%	-0.27%	6/ 15
1M	-0.11%	-0.51%	3/ 15
3M	+0.50%	+0.04%	4/ 15
6M	+4.13%	+3.29%	4/ 15
YTD	+6.66%	+3.65%	1/ 15
1Y	+8.30%	+5.00%	1/ 15
2Y	+11.04%	+11.87%	2/ 15
3Y	+10.51%	+10.57%	2/ 15
5Y	+12.62%	+8.29%	2/ 15
7Y	+10.31%	+7.75%	2/ 14
10Y	+9.03%	+7.28%	2/ 14

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