Question 1

Which funds are similar to Aditya Birla Sun Life Medium Term Plan Direct-Growth?

Accepted Answer

Funds similar to Aditya Birla Sun Life Medium Term Plan Direct-Growth in the Debt: Medium Duration category are listed in the Similar Funds tab, selected based on same category and benchmark index.

Question 2

How does Aditya Birla Sun Life Medium Term Plan Direct-Growth compare to the category average?

Accepted Answer

The comparison of Aditya Birla Sun Life Medium Term Plan Direct-Growth against the Debt: Medium Duration category average — returns, alpha, beta and Sharpe — is shown in the Category vs Scheme Returns section at the top of the Similar Funds tab.

Question 3

What is the rank of Aditya Birla Sun Life Medium Term Plan Direct-Growth in its category?

Accepted Answer

The rank of Aditya Birla Sun Life Medium Term Plan Direct-Growth within the Debt: Medium Duration category is shown in the Trailing Returns section on the Performance tab and the Similar Funds tab.

Question 4

What are the alternatives to Aditya Birla Sun Life Medium Term Plan Direct-Growth?

Accepted Answer

Top alternatives to Aditya Birla Sun Life Medium Term Plan Direct-Growth in the Debt: Medium Duration category, sorted by AUM, are listed in the Similar Funds tab. Funds tracking the same benchmark — CRISIL Medium Duration Debt A-III Index — are also listed separately.

Question 5

How does Aditya Birla Sun Life Medium Term Plan Direct-Growth's expense ratio compare to similar funds?

Accepted Answer

The expense ratio of Aditya Birla Sun Life Medium Term Plan Direct-Growth is 0.83%. Over a 20-year investment, a 0.5% difference in expense ratio on a ₹10 lakh corpus can amount to lakhs in additional wealth creation.

Question 6

How does Aditya Birla Sun Life Medium Term Plan Direct-Growth's AUM compare to similar funds?

Accepted Answer

Aditya Birla Sun Life Medium Term Plan Direct-Growth has an AUM of ₹ 3.21 k Cr. AUM reflects investor confidence. For small cap funds, very large AUM can limit portfolio flexibility.

Question 7

Which fund has the best 3-year returns in the Debt: Medium Duration category?

Accepted Answer

The top-performing funds by 3-year returns in the Debt: Medium Duration category can be found by sorting the Similar Funds comparison table by the 3Y column.

Question 8

Is Aditya Birla Sun Life Medium Term Plan Direct-Growth better than index funds in the same category?

Accepted Answer

Whether Aditya Birla Sun Life Medium Term Plan Direct-Growth beats index funds in the Debt: Medium Duration category can be assessed by comparing its trailing returns against the benchmark returns in the Performance tab. Historically, active funds in India have shown mixed results vs index funds — large cap active funds tend to underperform index funds over 10 years, while mid/small cap active managers have often added alpha.

Question 9

How does Aditya Birla Sun Life Medium Term Plan Direct-Growth rank in risk-adjusted returns vs peers?

Accepted Answer

Aditya Birla Sun Life Medium Term Plan Direct-Growth has a Sharpe ratio of 2.21. A Sharpe of 2.21 means the fund generates strong returns per unit of risk. Risk-adjusted comparison across category peers — Sharpe, alpha and beta — is shown in the Alpha, Beta & Sharpe section of the Performance tab.

Question 10

Are there any funds tracking CRISIL Medium Duration Debt A-III Index with lower costs?

Accepted Answer

Funds tracking the same benchmark as Aditya Birla Sun Life Medium Term Plan Direct-Growth — CRISIL Medium Duration Debt A-III Index — are listed in the Similar Funds tab. Compare their expense ratios to find the most cost-efficient option for the same index exposure.

Period	This Fund	Category Avg	Category Rank
1Y Return	+9.30%	6.27%	1 / 13
3Y Return	+10.74%	8.13%	1 / 13
5Y Return	+12.89%	7.34%	1 / 12
10Y Return	+9.31%	7.56%	1 / 11

Aditya Birla Sun Life Medium Term Plan Direct-Growth

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