Aditya Birla Sun Life Medium Term Plan Direct Growth
Scheme code: INF209K01XA9
NAV value:
₹ 46.2673
NAV date: 18 March, 2026
TER: 0.81%
Fund option: Direct
Fund type: Growth
Asset class: Debt
Asset category: Medium Duration Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -8.67 | 26.64 | 10.23 | 9.95 | 8.07 |
| 3 year | 0.87 | 16.91 | 10.34 | 9.43 | 6.96 |
| 5 year | 4.48 | 14.57 | 8.83 | 8.71 | 6.31 |
| 7 year | 6.42 | 10.24 | 8.36 | 8.27 | 6.54 |
| 10 year | 9.02 | 9.65 | 9.32 | 9.33 | 7.22 |
| 12 year | 9.54 | 9.92 | 9.74 | 9.73 | 8.31 |
SIP rolling returns
Summary
If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.| Duration | Invested amount | Final value | Return | CAGR (%) |
|---|
SIP return for 1 year
- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,54,525 - Absolute Returns: ₹54,525 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹41,52,739 - Absolute Returns: ₹5,52,739 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹75,11,490 - Absolute Returns: ₹15,11,490 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,16,76,103 - Absolute Returns: ₹32,76,103 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,97,12,052 - Absolute Returns: ₹77,12,052 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,68,22,545 - Absolute Returns: ₹1,24,22,545 - CAGR: %Drawdown Metrics
Max Drawdown
-12.65 %
Drawdown Duration
7 months
Recovery Time
8 months
Avg Drawdown
-0.63 %
Calmar Ratio by Duration
1
Y
0.7866
3
Y
0.7455
5
Y
0.6885
7
Y
0.6538
10
Y
0.7376
12
Y
0.7692