Analytics, not advice. Rankings and scores describe past performance and are not recommendations.
Uncategorised
Aditya Birla Sun Life Medium Term Plan - Growth - Direct Plan
Aditya Birla Sun Life Mutual Fund · Managed by Sunaina Cunha; Mohit Sharma
76steady
Latest NAV
₹48.0452
as of 18 Aug 2026
AUM
—
Expense ratio
0.71%
as of 30 Jun 2026
Inception
14 May 2026
FundScore
76/100steady
Rank #1 of 79 · top 24%
A daily percentile of this fund’s past performance within its SEBI category — analytics, not advice, and not a prediction or recommendation.
Trailing returns
Annualised returns to the latest NAV. Refreshed nightly.
1M
0.67%
3M
3.39%
6M
4.01%
1Y
9.69%
3Y CAGR
10.80%
5Y CAGR
12.86%
Since incep.
9.78%
Fund details
- Fund manager
- Sunaina Cunha; Mohit Sharma
- Riskometer
- Moderately High Risk
- Type
- Open Ended
- Portfolio turnover
- —
- Volatility (3Y)
- 3.8%
- Rating (external)
- ★★★★★as of 30 Jun 2026
Investment objective
The investment objective of the Scheme is to generate regular income and capital appreciation by predominantly investing in a portfolio of debt securities with medium term maturity.
NAV history
Zoom and pan · ranges from 1M to since-inception.
Rolling returns
Every 30-day step. The true distribution, not cherry-picked.
Rank history
Percentile within category over the last 2 years.
FundScore components
Pro-only breakdown of consistency, recency, and volatility scores.
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Stock holdings
Latest portfolio disclosure for this scheme.
No data yet
This fund hasn't disclosed a portfolio snapshot yet.