Aditya Birla Sun Life Mutual Fund
Medium Duration · Direct · Growth
NAV as of 30 Oct 2026 · Source: AMFI
Aditya Birla Sun Life Medium Term Plan is a Medium Duration fund from Aditya Birla Sun Life Mutual Fund, with NAVs going back to January 2013. This page covers its direct plan, growth option. It manages ₹3,341 crore, the 4th largest of 12 Medium Duration funds. Its expense ratio is 0.83% a year, higher than the median of 0.69% for Medium Duration funds.
Over the last three years it returned 10.38% a year, 1st of 12 Medium Duration funds (median 7.49%). Over five years it returned 12.53% a year, 1st of 11. It is 4.11 percentage points a year ahead of its benchmark, the CRISIL Medium Duration Debt A-III Index, over three years, on AMFI's figures. Its biggest fall from a peak in the last three years was 0.7%, and AMFI's riskometer rates it Moderately High.
Annualised (CAGR) for periods over a year, calculated from AMFI NAVs up to 30 Oct 2026. Past performance does not guarantee future returns. How we calculate returns
1 Year
+7.49%
3 Years
+10.38%
5 Years
+12.53%
Since launch (2 Jan 2013)
+9.62%
Fund and benchmark returns as published by AMFI for 29 Oct 2026, so both sides use the same date and method. They can differ slightly from the figures above.
| Period | This fund | Benchmark | Difference |
|---|---|---|---|
| 1 Year | +7.40% | +2.18% | +5.22 pts |
| 3 Years | +10.36% | +6.25% | +4.11 pts |
| 5 Years | +12.53% | +5.31% | +7.22 pts |
| 10 Years | +8.94% | +6.69% | +2.25 pts |
| Since launch | +9.61% | +7.59% | +2.02 pts |
Measured from this fund's own daily NAVs over the last three years.
Volatility (annualised)
2.3%
How much the NAV typically swings in a year. Higher means a bumpier ride.
Worst fall from a peak
-0.7%
The biggest drop from a high to a later low. A sense of what a bad stretch has looked like.
Daily NAV since 2 Jan 2013.
These come from the fund's monthly factsheet and Scheme Information Document (SID). We don't show them yet, because we can't keep them accurate. Check them on Aditya Birla Sun Life Mutual Fund's website before you invest.
Funds next to Aditya Birla Sun Life Medium Term Plan, in the same category, ranked by 3-year return.
Nippon India Mutual Fund
Medium Duration
+8.2% 3Y CAGR
ICICI Prudential Mutual Fund
Medium Duration
+8.1% 3Y CAGR
Aditya Birla Sun Life Medium Term Plan - Growth - Direct Plan
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