Aditya Birla Sun Life Long Term Fund
Aditya Birla Sun Life Long Term Fund is a long term fund of Aditya Birla Sun Life AMC Limited with ₹87 cr under management. It is ahead of its benchmark (NIFTY Long Duration Debt Index A-III) in 2 of 2 periods. Its direct plan charges 0.43% a year. Harshil Suvarnkar has managed it for 4.2 years.
What is Aditya Birla Sun Life Long Term Fund invested in?
50% in debt, 20% in shares and 30% in cash, as of 30 Sep 2026.
Has Aditya Birla Sun Life Long Term Fund beaten its benchmark?
Ahead of its benchmark, NIFTY Long Duration Debt Index A-III, in 2 of 2 periods in AMFI's figures; +0.57% over the last year against −2.26%.
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty 500 TRI | Ahead |
|---|---|---|---|
| 1 month | −1.27% | −3.60% | — |
| 3 months | −1.85% | −5.03% | — |
| 6 months | +0.72% | −1.83% | — |
| 1 year | +0.42% | −4.06% | +4.48 pts |
| 3 years | +6.43% | +9.27% | −2.84 pts |
| 5 years | — | +8.00% | — |
| 10 years | — | +12.69% | — |
| Since start from 10 Aug 2022 | +6.86% | — | — |
Official figures
AMFI performance feed, 13 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | +0.57% | −0.02% | −2.26% | +2.83 | 🔒 |
| 3y | +6.47% | +5.81% | +4.60% | +1.87 | 🔒 |
| 5y | — | — | — | — | — |
| 10y | — | — | — | — | — |
Value of 100, month-end
Aug 2022 to 14 Oct 2026₹100 put in at the start of Aug 2022 would be ₹129 on 14 Oct 2026, against ₹149 in the Nifty 500 TRI.
What does Aditya Birla Sun Life Long Term Fund cost?
0.43% a year on the direct plan, 0.98% on the regular plan; 9 of 11 funds in its category charge less.
Who manages Aditya Birla Sun Life Long Term Fund?
Harshil Suvarnkar, since 8 Aug 2022; Bhupesh Bameta, since 25 Jan 2023.
Questions people ask
Who manages Aditya Birla Sun Life Long Term Fund?
Harshil Suvarnkar (Comanage) since 8 Aug 2022; Bhupesh Bameta (Comanage) since 25 Jan 2023.
What is the expense ratio of Aditya Birla Sun Life Long Term Fund?
0.43% a year on the direct plan and 0.98% on the regular plan (expense report, Oct 2026).
How has Aditya Birla Sun Life Long Term Fund done?
Its direct plan returned +6.47% a year over 3 years against +4.60% for its benchmark, NIFTY Long Duration Debt Index A-III, as of 13 Oct 2026.
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