Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

Open Ended Schemes(Debt Scheme - Medium Duration Fund)Moderately High Risk★★★★★ISIN INF209K01603

NAV · 06-Jul-2026

₹43.6279

+2.20%

+5.62%

1Y (CAGR)

+8.87%

3Y (CAGR)

+10.05%

5Y (CAGR)

+12.16%

Since inception (CAGR)

+8.90%

NAV history

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Risk & SIP analytics

Q1 · TOP · 3Y in category

Volatility (3y)

2.32%

Downside dev (3y)

0.95%

Max drawdown (3y)

-0.7%

Sharpe (3y)

1.53

SIP XIRR (3y)

+10.73%

SIP XIRR (5y)

+11.29%

Calendar-year returns

2020 +8.1%2021 +7.1%2022 +24.8%2023 +6.9%2024 +10.5%2025 +10.9%

Fund facts

Fund managerSunaina Cunha · Mohit Sharma

AUM₹31,272 Cr

TER · AMFI officialDirect 0.83% · Regular 1.55% (2026-06-30)

Launch date23-Mar-2009

Plan typeOpen Ended · Debt

Min lumpsumMinimum 5000/- and in multiples of 1 thereafter

Lock-inNone

Volatility7.58

AMCAditya Birla Sun Life AMC Limited

Objective · The investment objective of the Scheme is to generate regular income and capital appreciation by predominantly investing in a portfolio of debt securities with medium term maturity.

scheme documents ↗