Aditya Birla SL Medium Term Plan(Q-IDCW Reinv)-Direct Plan

10.60 0.00 (0.01%) NAV as on 22-Sep-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return7.778.529.274.324.416.25
Category Avg11.2210.345.655.774.413.32
Category Best9.199.838.839.7010.299.77
Category Worst-12.51-3.390.494.946.936.47

* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.

* Debt - Returns upto 1 year are annualised and over 1 year are CAGR.

Performance GRAPH

QUARTERLY RETURNS

Year Q1 Q2 Q3 Q4
20211.85NANA2.58
2020-2.197.852.221.02
20190.992.90-7.590.20
20180.890.752.592.06
20173.371.870.971.57
20162.713.462.252.69

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
20208.941122NA
2019-3.781619NA
20186.43617NA
20177.99417NA
201611.571119NA

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
SBI Magnum Medium Duration Fund-Reg(G)40.5910-Nov-036.689.828.778.14
ICICI Pru Medium Term Bond Fund(G)35.2517-Sep-047.918.777.657.68
HDFC Medium Term Debt Fund(G)45.0807-Feb-027.838.697.467.97
IDFC Bond Fund - Medium Term Plan-Reg(G)37.6209-Jul-034.858.417.177.54
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]5.3207
Semi Standard Deviation [%]0.0637
Beta [%]0.4446
Sharp Ratio [%]0.3883
R-Square [%]0.1472
Expense Ratio [%]0.9400
AVG Ratio [%]0.0105
Other Ratios
Jenson Ratio [%]0.0264
Treynor Ratio [%]0.0588
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0273
SORTINO Ratio [%]-0.0076

Return Calculator

MARKET STATS As on 23/09/2021 As on 23/09/2021

17833.20 (1.63) 59893.82 (1.64)

TOP GAINERS

Company Price Change Gain (%)
Cantabil Retail609.0084.3016.07
GeeCee Ventures166.4021.9515.20

TOP LOSERS

Company Price Change Loss (%)
Artemis Medicare39.25-373.55-90.49
BLS Internatl.Serv234.55-19.60-7.71

Portfolio Comparison

MUTUAL FUND ACTIVITY