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Aditya Birla Sun Life Medium Term Plan - Growth - Direct Plan
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 1/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 55/100 · Average
How this score is calculated
- Star rating (35%)1/5
- 3Y CAGR (30%)10.65%
- Expense ratio (20%)0.83%
- AUM (15%)₹3,319 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Aditya Birla Sun Life Mutual Fund · Debt · Medium Duration
₹48.03
AUM: ₹3,318 Cr
NAV updated 13 days ago
Plan
Direct
Option
Growth
Risk
Moderate to High
Expense Ratio
0.83%
Exit Load
Exit load of 1%, if redeemed within 1 Year.
Fund Manager
Mohit Sharma
Inception
Jan 2013
Benchmark
CRISIL Medium Duration Debt A-III Index
Sharpe Ratio
1.32
Std Dev (1Y)
2.31%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.02%
3m
+2.01%
6m
+3.7%
1y
+9.23%
3y
+10.65%
5y
+12.69%
10y
+9.11%
since inception
+9.74%
TopFund's Take on Aditya Birla Sun Life Medium Term Plan - Growth - Direct Plan
Aditya Birla Sun Life Medium Term Plan - Growth - Direct Plan sits in the middle of the pack for Medium Duration funds, currently carrying a 1-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 55/100.
Cost: At 0.83%, the expense ratio is roughly in line with the Medium Duration category average of 0.78% — cost isn't a standout factor either way for this fund.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a strong Sharpe ratio of 1.32 — the fund has generated solid returns relative to the volatility it exposed investors to. Separately, annualised volatility of 2.31% is on the lower side for a Medium Duration fund, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Debt fund.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Aditya Birla Sun Life Medium Term Plan - Growth - Direct Plan
The current NAV (Net Asset Value) of Aditya Birla Sun Life Medium Term Plan - Growth - Direct Plan is ₹48.03. NAV is updated every business day after market close by AMFI.
1Y: 9.23% · 3Y CAGR: 10.65% · 5Y CAGR: 12.69%
The expense ratio of Aditya Birla Sun Life Medium Term Plan - Growth - Direct Plan is 0.83% per annum. This is the annual fee charged by the fund to manage your investment.
Aditya Birla Sun Life Medium Term Plan - Growth - Direct Plan is managed by Mohit Sharma at Aditya Birla Sun Life Mutual Fund.
Aditya Birla Sun Life Medium Term Plan - Growth - Direct Plan is classified as a Moderate to High risk fund. It is suitable for investors with a moderate risk appetite.
Aditya Birla Sun Life Medium Term Plan - Growth - Direct Plan is a Medium Duration fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Aditya Birla Sun Life Medium Term Plan - Growth - Direct Plan with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Aditya Birla Sun Life Medium Term Plan - Growth - Direct Plan is ₹3,319 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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