Mutual Funds
Aditya Birla Sun Life Medium Term Plan Regular Plan Growth
OVERVIEW FUND INFO PORTFOLIO

Morningstar Rating™

Morningstar® Category
Corporate Credit		 Total Net Assets (mil)
115,527.59 INR
Morningstar® Benchmark
CRISIL Short Term Bond Fund TR INR
Used throughout report
 Fund Benchmark
CRISIL AA Short Term Bond Index


TRAILING RETURNS (%) FUND BENCHMARK CATEGORY
3 M-2.72 -4.33 -2.93
6 M-4.00 -2.83 -4.23
1 Y-4.72 -2.49 -6.36
3 Y*4.71 3.48 3.21
5 Y*7.69 6.54 5.55
10 Y* - - -
*Annualised Return Data Through 15/02/2018
QUARTERLY RETURNS (%) Q1 Q2 Q3 Q4
2018 - - - -
2017 4.36 -2.81 -2.93 1.53
2016 -2.36 3.20 3.56 6.66
2015 16.68 -3.61 -0.04 3.54
2014 6.39 3.11 7.86 5.60
RISK MEASURES
3Y Alpha -0.60
3Y Beta 1.39
3Y R-Squared 85.46
3Y Info Ratio 1.19
3Y Tracking Error 0.83
3Y Sharpe Ratio 0.65
3Y Std Dev 7.51
3Y Risk abv avg
5Y Risk Avg
10Y Risk -
Calculations use CRISIL Short Term Bond Fund TR INR (where applicable)

Morningstar Style BoxTM


* Report as of 16 Feb 2018


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