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Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 Direct-Growth
Debt: Medium Term - Growth (Open ended) Factsheet
SEBI Riskometer: Moderately HighCategory: Debt: Medium TermBenchmark: CRISIL Medium Duration Debt A-III IndexCheck Portfolio Overlap →
NAV: ₹0.57+0.05%
30 Sept 2022
Similar Funds
Side-by-side comparison of Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 Direct-Growth with similar funds — trailing returns, risk metrics, AUM and expense ratio.
| Period | This Fund | Category Avg | Category Rank |
|---|---|---|---|
| 1Y Return | — | 6.55% | — |
| 3Y Return | — | 7.91% | — |
| 5Y Return | — | 6.96% | — |
| 10Y Return | — | 6.56% | — |
Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.
Funds in Debt: Medium Term
Top funds by AUM in the Debt: Medium Term category — see how Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 Direct-Growth compares on size and returns.
Funds Tracking CRISIL Medium Duration Debt A-III Index
Top funds tracking the CRISIL Medium Duration Debt A-III Index — sorted by AUM to show the largest options available.
Frequently Asked Questions
Which funds are similar to Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 Direct-Growth?
Funds similar to Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 Direct-Growth in the Debt: Medium Term category include SBI Medium Term Fund Direct-Growth, ICICI Prudential Medium Term Fund Direct-Growth, and HDFC Medium Term Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 Direct-Growth in its category?
The category rank of Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 Direct-Growth is shown in the Trailing Returns section above.
How does Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 Direct-Growth's expense ratio compare to similar funds?
Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 Direct-Growth has an expense ratio of 0.82%. The peers SBI Medium Term Fund Direct-Growth has an expense ratio of 0.72% and ICICI Prudential Medium Term Fund Direct-Growth has 0.73%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 Direct-Growth's AUM compare to similar funds?
Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 Direct-Growth has an AUM of ₹130.72 crore. The peers SBI Medium Term Fund Direct-Growth has an AUM of ₹6,488.59 crore and ICICI Prudential Medium Term Fund Direct-Growth has ₹5,418.93 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Debt: Medium Term?
The top performing fund in the Debt: Medium Term category on a 3-year basis is Aditya Birla Sun Life Medium Term Fund Direct-Growth with a CAGR of 10.65% as of 30 Sep 2022. Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 Direct-Growth has delivered - CAGR over the same period. You can view and compare the full category ranking on sharpely.
How does Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 Direct-Growth rank in risk-adjusted returns vs peers?
The Sharpe ratio of Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 Direct-Growth is shown in the Alpha, Beta & Sharpe section on the Performance tab.