debtLow risk

Aditya Birla Sun Life Medium Term Plan - Regular Plan - Quarterly IDCW

Invests in bonds and loans. Lower returns than equity but much less bumpy — often used for shorter goals. From Aditya Birla Sun Life Mutual Fund. It's been running since 26 Mar 2009.

Latest price per unit

₹13.7393

▼ 0.05% today

As of 28 Aug 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.03 L

▲ ₹3.0k gain · 3.0% / year

Invested 3 years ago

₹1.10 L

▲ ₹10.1k gain · 3.3% / year

Invested 5 years ago

₹1.31 L

▲ ₹31.3k gain · 5.6% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

3.9%

The value swings roughly 4% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-16.61%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year2.98%

CAGR — 3 years3.25%

CAGR — 5 years5.61%

CAGR — since launch1.84%

Volatility — 1 year (annualised)3.54%

Volatility — 3 years (annualised)3.91%

Max drawdown — 1 year-1.97%

Max drawdown — 3 years-2.19%

Sharpe ratio — 1 year (rf=6%)-0.83

Sharpe ratio — 3 years (rf=6%)-0.68

Fund info

Fund house: Aditya Birla Sun Life Mutual Fund
Category: Debt Scheme - Medium Duration Fund
Plan: Regular
Option: IDCW
ISIN (Growth): INF209K01637
ISIN (Div re-invest): INF209KB1OJ2
Fund code: 111809
First price on record: 26 Mar 2009 · 4,206 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.