Fundalysisby DARKHORSESTOCKS

Scheme

Aditya Birla Sun Life Medium Term Fund

Holds 6 companies worth ₹144 Cr in Sept 2026.

  • Fund house

    Aditya BirlaThe fund house that runs this scheme.

  • AUM

    ₹3,370 CrAditya Birla Sun Life Medium Term Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Up 1.5% on Aug 2026, ₹3,319 Cr.

  • Largest holding

    IRB InvIT FundIRB InvIT Fund is 1.0% of this scheme's NAV.

  • Fund manager

    Sunaina Da CunhaRuns its co-manager part since 1 Sept 2014, as the fund house dates it. With Mohit Sharma (co-manager).

AUM(Jun 2010 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 20263,370+1.5%
Aug 20263,319+1.2%
Jul 20263,280+2.1%
Jun 20263,213+2.9%
May 20263,124+0.8%
Apr 20263,098+0.6%
Mar 20263,078+0.4%
Feb 20263,065+2.8%
Jan 20262,981+2.6%
Dec 20252,905+1.5%
Nov 20252,861+1.9%
Oct 20252,807+2.7%
AUM at month end, Sept 2026
₹3,370 Cr
+20.1% since Oct 2025
Fig. 1.AUM at each month's end, ₹ crore; under All, the quarterly average since 2010. Source: AMFI.

Direct plans(Mar 2013 – Sept 2026)

Direct plans' share of AUM each quarter, and its change on the quarter before
4 quartersShareChange
Sept 202648.73%+1.29 pt
Jun 202647.45%+1.30 pt
Mar 202646.15%+1.74 pt
Dec 202544.41%+4.48 pt
Direct plans' share of AUM, Sept 2026
48.73%
+4.32 pt since Dec 2025
Fig. 2.Aditya Birla Sun Life Medium Term Fund's quarterly average AUM in direct plans, which pay no distributor; changes in points. Source: AMFI.

Returns(9 Oct 2026)

Growth · Direct and Regular plans

To 9 Oct 2026; past a year, a yearly rate. Benchmark: CRISIL Medium Duration Debt A-III Index. * From NAVs. Source: AMFI. Click a column's header to sort by it.
1 month *
−0.18%−0.24%––−0.32%
3 months *
+0.71%+0.53%––+0.64%
6 months *
+3.38%+3.00%––+3.08%
1 year
+8.12%+7.32%+3.40%+4.72 pt+5.90%
3 years
+10.65%+9.84%+6.70%+3.95 pt+7.94%
5 years
+12.62%+11.81%+5.51%+7.11 pt+6.76%
10 years
+8.99%+8.21%+6.77%+2.22 pt+7.39%
Since launch
+9.67%+8.77%+7.68%+1.99 pt+8.07%
Fig. 3.To 9 Oct 2026; past a year, a yearly rate. Benchmark: CRISIL Medium Duration Debt A-III Index. * From NAVs. Source: AMFI.