debtModerate risk

Aditya Birla Sun Life Medium Term Plan - Regular Plan - Half Yearly 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

₹16.6031

▼ 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

₹1.02 L

▲ ₹2.1k gain · 2.1% / year

Invested 3 years ago

₹1.08 L

▲ ₹8.3k gain · 2.7% / year

Invested 5 years ago

₹1.28 L

▲ ₹28.5k gain · 5.1% / 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

7.2%

The value swings roughly 7% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-25.32%

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 year2.13%

CAGR — 3 years2.70%

CAGR — 5 years5.14%

CAGR — since launch2.95%

Volatility — 1 year (annualised)6.66%

Volatility — 3 years (annualised)7.20%

Max drawdown — 1 year-6.39%

Max drawdown — 3 years-7.01%

Sharpe ratio — 1 year (rf=6%)-0.57

Sharpe ratio — 3 years (rf=6%)-0.45

Fund info

Fund house: Aditya Birla Sun Life Mutual Fund
Category: Debt Scheme - Medium Duration Fund
Plan: Regular
Option: IDCW
ISIN (Growth): INF209K01611
ISIN (Div re-invest): INF209K01DA1
Fund code: 111812
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.