Fundalysisby DARKHORSESTOCKS

Scheme

Aditya Birla Sun Life Medium to Long Term Fund

Holds 1 companies worth ₹13.9 Cr in Dec 2024.

  • Fund house

    Aditya BirlaThe fund house that runs this scheme.

  • AUM

    ₹1,734 CrAditya Birla Sun Life Medium to Long Term Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 2.1% on Aug 2026, ₹1,770 Cr.

  • Largest holding

    INDIA GRID TRUST INV ITINDIA GRID TRUST INV IT is 0.6% of this scheme's NAV.

  • Fund manager

    Bhupesh BametaRuns it since 6 Aug 2020, as the fund house dates it.

AUM(Jun 2010 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 20261,734−2.1%
Aug 20261,770−0.6%
Jul 20261,780−0.4%
Jun 20261,787+2.0%
May 20261,752−0.5%
Apr 20261,761−1.7%
Mar 20261,792−8.8%
Feb 20261,966−0.5%
Jan 20261,976−2.9%
Dec 20252,035−5.9%
Nov 20252,164+2.3%
Oct 20252,115+4.7%
AUM at month end, Sept 2026
₹1,734 Cr
−18.0% 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 202659.05%+0.75 pt
Jun 202658.30%−1.18 pt
Mar 202659.48%−1.34 pt
Dec 202560.82%+1.91 pt
Direct plans' share of AUM, Sept 2026
59.05%
−1.77 pt since Dec 2025
Fig. 2.Aditya Birla Sun Life Medium to Long 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 to Long Duration Debt A-III Index. * From NAVs. Source: AMFI. Click a column's header to sort by it.
1 month *
−0.85%−0.88%––−0.69%
3 months *
−1.00%−1.11%––−0.54%
6 months *
+2.04%+1.82%––+2.50%
1 year
+2.16%+1.73%+2.36%−0.20 pt+3.40%
3 years
+6.33%+5.87%+6.65%−0.32 pt+6.90%
5 years
+5.36%+4.90%+5.50%−0.14 pt+6.01%
10 years
+6.49%+5.91%+6.64%−0.15 pt+6.57%
Since launch
+7.44%+8.59%+7.52%−0.07 pt+7.47%
Fig. 3.To 9 Oct 2026; past a year, a yearly rate. Benchmark: CRISIL Medium to Long Duration Debt A-III Index. * From NAVs. Source: AMFI.