debtLow risk

Aditya Birla Sun Life Medium Term Plan - Direct Plan - GROWTH

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 2 Jan 2013.

Latest price per unit

₹47.9596

▼ 0.00% today

As of 1 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.10 L

▲ ₹9.6k gain · 9.6% / year

Invested 3 years ago

₹1.35 L

▲ ₹35.3k gain · 10.6% / year

Invested 5 years ago

₹1.82 L

▲ ₹82.1k gain · 12.7% / 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

2.3%

The value swings roughly 2% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-12.65%

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 year9.59%

CAGR — 3 years10.60%

CAGR — 5 years12.74%

CAGR — since launch9.75%

Volatility — 1 year (annualised)2.24%

Volatility — 3 years (annualised)2.34%

Max drawdown — 1 year-0.61%

Max drawdown — 3 years-0.61%

Sharpe ratio — 1 year (rf=6%)1.59

Sharpe ratio — 3 years (rf=6%)1.94

Fund info

Fund house: Aditya Birla Sun Life Mutual Fund
Category: Income/Debt Oriented Schemes - Medium Term Fund
Plan: Direct
Option: Growth
ISIN (Growth): INF209K01XA9
ISIN (Div re-invest): —
Fund code: 119539
First price on record: 2 Jan 2013 · 3,300 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.