Income/Debt Oriented Schemes - Medium Term Fund
| Period | Win Ratio (%) | Avg Win over Benchmark (%) | Avg Loss over Benchmark (%) |
|---|---|---|---|
| 30 days | 45% | 37% | 58% |
| 60 days | 43% | 28% | 37% |
| 90 days | 42% | 24% | 30% |
| 180 days | 44% | 16% | 21% |
| 1Yr | 42% | 11% | 15% |
| 3Yr | 24% | 2% | 6% |
| 5Yr | 13% | 3% | 6% |
| 7Yr | 1% | 1% | 5% |
| 10Yr | 0% | 0% | 4% |
| Period | Aditya Birla Sun Life Medium Term Fund - Growth - Direct Plan | Nifty 50 |
|---|---|---|
| 30 days | -3.3% | -17.1% | 9.0% | 40.0% | 26.6% | -61.9% | 14.2% | 180.7% |
| 60 days | -0.8% | -10.9% | 9.4% | 33.2% | -23.0% | -45.3% | 16.7% | 120.0% |
| 90 days | 0.3% | -15.9% | 9.6% | 37.4% | -25.0% | -37.7% | 15.4% | 102.4% |
| 1 Year | 7.5% | -3.8% | 10.1% | 25.1% | -10.0% | -14.9% | 12.2% | 55.8% |
| 3 Years | 10.4% | 2.5% | 10.4% | 15.7% | 7.7% | 3.5% | 13.4% | 23.9% |
| 5 Years | 12.5% | 5.1% | 8.9% | 13.4% | 6.4% | 4.9% | 13.7% | 21.6% |
| 7 Years | 10.3% | 6.6% | 8.5% | 10.2% | 11.2% | 8.2% | 13.4% | 15.7% |
| 10 Years | 8.9% | 9.0% | 9.3% | 9.6% | 11.7% | 11.3% | 13.3% | 15.0% |
| Start Date | End Date | Duration | Max Drop (%) | Benchmark & Other Symbols Max Drop | Start Value | Min Value | End Value |
|---|---|---|---|---|---|---|---|
| Sept. 19, 2019 | Dec. 24, 2020 | 462 days | 13% | Nifty 50: 29% | 18421 | 16091 | 18425 |