Aditya Birla Sun Life Medium Term Plan - Growth - Direct Plan
Aditya Birla Sun Life Mutual Fund Debt Medium Duration Fund
Expense Ratio
0.82%
AUM
₹1104.02 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
Moderate
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
+25.42%
Excellent
6 Months
+9.62%
Average
1 Year
+13.06%
Average
3 Years
+10.69%
Below Average
5 Years
+12.91%
Average
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹1104.02 Cr
Recent Trend
Growing
Stability Score
33.2
Growth Assessment
Excellent Growth
Growth Performance
Historical returns
1Y
Annual Growth
+106.79%
3Y
3Y CAGR
+252.38%
5Y
5Y CAGR
+242.03%
Growth Assessment: Excellent Growth
• Strong investor confidence with high inflows
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Low - Stable investment with occasional price movements
Volatility
7.40%
Annualized standard deviation
Sharpe Ratio
0.951
Fair - Risk-adjusted return
Max Drawdown
-3.30%
Low - Worst decline
Consistency
97.6%
Performance consistency
Volatility Breakdown
Daily Volatility
0.47%
Average daily price movement
Annualized Volatility
7.40%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance