Aditya Birla Sun Life Medium Term Fund
Open in live screener →Key metrics
Further reading: Median maximum drawdown by fund category, measured across 1,767 funds
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -0.24% | -0.57% | 0.17% | 2.55% | 7.31% | 10.39% | 12.51% | 10.16% | 8.94% |
NAV history
About this fund
Aditya Birla Sun Life Medium Term Fund is a debt fund offered by Aditya Birla Sun Life Mutual Fund, classified under Debt as Debt Scheme - Medium Duration Fund. Debt funds are sensitive to interest-rate moves and the credit quality of holdings. Its latest NAV is ₹47.81.
Further reading: What a category rank actually tells you
Performance analysis
Over the trailing one year, Aditya Birla Sun Life Medium Term Fund has recorded a return of about 7.3%, with a three-year return of 10.4% and a five-year return of 12.5%. Its annualised volatility is 6.2% — relatively low fluctuations — and its Sharpe ratio is 0.13, a measure of return per unit of risk taken.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 9.38 | 8.55 | -8.77 | 26.64 | 90% | 23% |
| 3Y | 9.21 | 10.36 | 0.87 | 16.92 | 100% | 36% |
| 5Y | 9.71 | 9.28 | 5.03 | 14.57 | 100% | 35% |
| 7Y | 9.16 | 9.21 | 8.14 | 10.35 | 100% | 0% |
| 10Y | 9.18 | 9.20 | 8.93 | 9.38 | 100% | 0% |
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Sundaram Medium Term Fund Debt Scheme - Medium Duration Fund | -0.84 | -0.66 | 1.02 | 2.32 | 5.77 | 4.71 | 5.58 | – |
| SBI MEDIUM TERM FUND Debt Scheme - Medium Duration Fund | -0.77 | 0.19 | 2.55 | 5.14 | 7.48 | 6.63 | 7.93 | – |
| Axis Medium Term Fund Debt Scheme - Medium Duration Fund | -0.54 | 0.20 | 2.50 | 5.29 | 8.17 | 7.15 | 7.67 | – |
| ICICI Prudential Medium Term Fund Debt Scheme - Medium Duration Fund | -0.77 | 0.24 | 2.57 | 5.53 | 8.17 | 7.20 | 7.73 | – |
| Kotak Medium Term Fund Debt Scheme - Medium Duration Fund | -0.86 | 0.01 | 2.41 | 4.98 | 8.64 | 7.18 | 7.34 | – |
| UTI Medium Term Fund Debt Scheme - Medium Duration Fund | -0.92 | -0.57 | 1.34 | 3.23 | 6.58 | 5.70 | 5.78 | – |
| Invesco India Medium Term Fund Debt Scheme - Medium Duration Fund | -0.88 | -0.42 | 1.67 | 3.38 | 6.88 | 5.84 | – | – |
| HSBC Medium Term Fund Debt Scheme - Medium Duration Fund | -0.74 | -0.24 | 1.79 | 4.04 | 7.50 | – | – | – |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Dynamic Term Fund Debt Scheme - Dynamic Bond Fund | -0.53 | 0.10 | 2.27 | 4.05 | 7.60 | 7.10 | 5.99 | – |
| Aditya Birla Sun Life Dividend Yield Fund Equity Scheme - Dividend Yield Fund | -5.73 | -5.77 | -8.03 | -5.09 | 9.88 | 11.35 | 11.76 | 1.14 |
| Aditya Birla Sun Life Money Market Fund Debt Scheme - Money Market Fund | 0.25 | 1.51 | 3.11 | 6.34 | 7.33 | 6.76 | 6.82 | – |
| Aditya Birla Sun Life Infrastructure Fund Sectoral/Thematic - Infrastructure | -6.59 | -4.49 | -0.24 | 6.26 | 14.68 | 16.13 | 14.30 | 1.13 |
| Aditya Birla Sun Life International Equity Fund Sectoral/Thematic - International | -3.53 | -2.31 | 2.64 | 16.03 | 22.89 | 11.48 | 13.58 | 1.60 |
| Aditya Birla Sun Life Ultra short to short term Fund Income/Debt Oriented Schemes - Ultra Short to Short Term Fund | 0.07 | 1.06 | 2.68 | 5.67 | 7.24 | 6.72 | 7.18 | – |
| ADITYA BIRLA SUN LIFE ARBITRAGE FUND Hybrid Scheme - Arbitrage Fund | 0.55 | 1.50 | 3.12 | 6.70 | 7.37 | 6.84 | 6.38 | 0.27 |
| Aditya Birla Sun Life Large Cap Fund Equity Scheme - Large Cap Fund | -3.44 | -4.87 | -4.82 | -9.27 | 8.58 | 7.49 | 11.09 | 0.81 |