What are the 1-year returns of Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 Direct-Growth?
The 1-year trailing return for Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 Direct-Growth is shown in the Trailing Returns section. It is compared against the Debt: Medium Duration category average and benchmark for context.
What are the 3-year returns of Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 Direct-Growth?
The 3-year CAGR for Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 Direct-Growth is in the Trailing Returns section, with benchmark and category comparisons.
What are the 5-year returns of Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 Direct-Growth?
The 5-year CAGR for Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 Direct-Growth is in the Trailing Returns section. 5-year CAGR is a standard metric for medium-term performance consistency.
What are the returns of Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 Direct-Growth since inception?
Since-inception returns for Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 Direct-Growth are in the Trailing Returns section, showing performance across the fund's full history from launch to today.
How has Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 Direct-Growth performed vs its category over the long term?
Performance vs category average across 1Y, 3Y, 5Y and 10Y periods is in the Trailing Returns section. Rolling returns show how consistently the fund beats its category over time.
What is the Sharpe ratio of Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 Direct-Growth?
The Sharpe ratio of Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 Direct-Growth is in the Alpha, Beta & Sharpe section of the Performance tab. Sharpe ratio = (fund return − risk-free rate) ÷ standard deviation, and measures return per unit of risk taken.
What is the alpha of Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 Direct-Growth?
The alpha of Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 Direct-Growth is shown in the Alpha, Beta & Sharpe section. Alpha = fund return − (risk-free rate + beta × market excess return). A positive alpha is the fund manager's value-add above the benchmark.
What is the beta of Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 Direct-Growth?
The beta of Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 Direct-Growth is in the Alpha, Beta & Sharpe section. Beta below 1.0 means lower volatility than the benchmark; above 1.0 means higher sensitivity to market moves.
What are the rolling returns of Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 Direct-Growth?
Rolling returns for Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 Direct-Growth across all 1Y, 3Y, 5Y investment windows are shown in the Rolling Returns section. Unlike trailing returns, rolling returns reveal how the fund has performed across all possible entry and exit dates — offering a much more complete picture of consistency.
How consistent are the period-wise returns of Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 Direct-Growth?
Period-wise annual returns for Aditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 Direct-Growth across each financial year are in the Period Returns section. This shows whether the fund has been positive in most years and how it has fared in bear markets.