Aeterna Wealth
Dynamic Term · Regular plan · Growth

Aditya Birla Sun Life Dynamic Term Fund (Regular)

Aditya Birla Sun Life Mutual Fund · benchmark: the median Dynamic Term fund · 20.6 years old · AMFI code 102767

Tax: Taxed at your income-tax slab rate on all gains, however long you hold (more than 65% of the fund is in debt).

A
Track-record rating: 4 of 22 in Dynamic Term

A (top 30%), score 73.9 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months3.0%2.1%+0.9%4 / 22
1 year4.6%3.1%+1.5%2 / 22
3 years (a year)7.1%6.0%+1.0%4 / 22
5 years (a year)6.6%5.2%+1.4%2 / 20

Growth option, point to point to 6 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y2.6%
Max fall, 5Y-1.2%

Portfolio

Holdings for this scheme are not available yet; its rating uses the track record only.

Common questions

What is the NAV of Aditya Birla Sun Life Dynamic Term Fund (Regular plan)?

₹49.29 on 6 Nov 2026 (Growth option).

What is the expense ratio of Aditya Birla Sun Life Dynamic Term Fund (Regular)?

1.22% a year; the Direct plan's is 0.64%.

What return has Aditya Birla Sun Life Dynamic Term Fund given over 3 years?

7.1% a year (Regular plan) over the 3 years to 6 Nov 2026, against 6.0% for the median Dynamic Term fund.

How is Aditya Birla Sun Life Dynamic Term Fund rated?

A: 4 of 22 Regular plans in Dynamic Term, on its track record. This describes the past and is not a recommendation.

Data as of 8 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Aditya Birla Sun Life Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.