Aditya Birla Sun Life Medium to Long Term Fund - Growth Return

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Showing Funds Performance since Sep 07, 2020

Aditya Birla Sun Life Medium to Long Term Fund - Growth Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹5000

AUM (Fund size)

₹1,792 Cr

Lock In Period

N/A

Expense Ratio

1.09

Exit Load

Nil

Benchmark

Crisil Composite Bond Fund Index

Aditya Birla Sun Life Medium to Long Term Fund - Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.07-0.73296.85
6M1.991.11314.88
1Y4.493.37338.55
3Y6.028.9724.43

Portfolio Analysis

  • Equity:
  • Debt: 99.66%
  • Others
As on: 2026-08-15
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About Fund Aditya Birla Sun Life Medium to Long Term Fund - Growth

Aditya Birla Sun Life Medium to Long Term Fund - Growth managed by Aditya Birla Sun Life Mutual Fund,is a Med to Long Termscheme with Assets Under Management of ₹1,792 Crore. The fund benchmarks its performance against the Crisil Composite Bond Fund Index while maintaining an expense ratio of 1.09. Under the expert guidance of Bhupesh Bameta ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Bhupesh Bameta

Mr. Bhupesh Bameta holds B.Tech (IIT Kanpur), CFA Charterholder (CFA Institute, USA). He joined ABSLAMC in December 2017 as an Analyst, Fixed Income. He has been working closely with other Fund Managers and team members in the investment team. Prior to joining ABSLAMC he was the Head of Research in Forex and Rates Desk at Edelweiss Securities Limited, covering global and Indian forex markets and economies. He was also associated with Quant Capital for 6 years as an Economist and was covering Indian and global economy and markets.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Bandhan Medium to Long Term Fund Growth2434 CR2.01
Aditya Birla Sun Life Medium to Long Term Fund - Growth51,792 CR1.09
ICICI Prudential Medium to Long Term Fund Growth51,992 CR0.95
ICICI Prudential Bond Fund - Institutional Plan Growth04,084 CR1.09
Fund Name1Y3Y
This FundBandhan Medium to Long Term Fund Growth6.241618.9137
This FundAditya Birla Sun Life Medium to Long Term Fund - Growth4.492619.1744
This FundICICI Prudential Medium to Long Term Fund Growth5.736722.733
This FundICICI Prudential Bond Fund - Institutional Plan Growth11.5524.4274

Aditya Birla Sun Life Medium to Long Term Fund - Growth FAQs

Aditya Birla Sun Life Medium to Long Term Fund - Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Aditya Birla Sun Life Medium to Long Term Fund - Growth is 1.09. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Aditya Birla Sun Life Medium to Long Term Fund - Growth’s fund performance is as follows:
  • 1 Month : -0.07%
  • 6 Months : 1.99%
  • 1 Year : 4.49%
  • 3 Years : 6.02%
Returns of Aditya Birla Sun Life Medium to Long Term Fund - Growth are updated daily based on NAV of ₹ 129.9876 as on Aug 28,2026. Since inception, the return has been 19.17%.

You can invest in Aditya Birla Sun Life Medium to Long Term Fund - Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Aditya Birla Sun Life Medium to Long Term Fund - Growth is ₹1,792 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Aditya Birla Sun Life Medium to Long Term Fund - Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.