VALARTH See the full analysis in the appOpen in app
Debt · Medium to Long Term

Aditya Birla Sun Life Medium to Long Term Fund

Aditya Birla Sun Life Mutual Fund
Benchmark
CRISIL Medium to Long Duration Debt A-III Index
Riskometer
Moderate
Size
₹1,718 cr
Allotted
21 Oct 1995
Holdings as of
Not on record

Aditya Birla Sun Life Medium to Long Term Fund is a medium to long term fund of Aditya Birla Sun Life Mutual Fund with ₹1,718 cr under management. It is ahead of its benchmark (CRISIL Medium to Long Duration Debt A-III Index) in 0 of 4 periods. Its direct plan charges 0.69% a year. Bhupesh Bameta has managed it for 6.2 years.

Debt and hybrid funds: the company-level sections (scorecard, companies inside, how it is run, nearest index) are not shown. Mix, returns, costs and managers only.

What is Aditya Birla Sun Life Medium to Long Term Fund invested in?

Mix not on record

Has Aditya Birla Sun Life Medium to Long Term Fund beaten its benchmark?

Ahead of its benchmark, CRISIL Medium to Long Duration Debt A-III Index, in 0 of 4 periods in AMFI's figures; +1.56% over the last year against +1.88%.

Official figures

AMFI performance feed, 13 Oct 2026
Ahead of its benchmark (CRISIL Medium to Long Duration Debt A-III Index) in 0 of 4 periods.
PeriodDirectRegularBenchmarkAheadRank
1y +1.56%+1.12%+1.88% −0.32 🔒
3y +6.07%+5.61%+6.43% −0.36 🔒
5y +5.27%+4.82%+5.41% −0.14 🔒
10y +6.43%+5.85%+6.59% −0.16 🔒
Ahead in points a year · its rank among Medium to Long Term funds, and how steady the lead is, in the app

Risk, falls and every year

🔒 Pro
Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.
See them in the app →

What does Aditya Birla Sun Life Medium to Long Term Fund cost?

0.69% a year on the direct plan, 1.13% on the regular plan; 6 of 13 funds in its category charge less.

Direct plan
0.69% a year
Category median 0.69%
Regular plan
1.13% a year
Category median 1.36%
Gap
0.44 points
for the same holdings
6 of 13 funds in its category charge less on the direct plan.
Expense report, Oct 2026 · Income/Debt Oriented Schemes - Medium to Long Term Fund

What the regular plan costs you over time

🔒 Pro
The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages Aditya Birla Sun Life Medium to Long Term Fund?

Bhupesh Bameta, since 6 Aug 2020.

Bhupesh Bameta
Primary
6.2 years
since 6 Aug 2020
Benchmark as filedCRISIL Medium to Long Duration Debt A-III Index
Exit load
Nil
From 1 Scheme Summary Documents filed with NSE, first on 9 Sep 2026; as on 9 Sep 2026

Questions people ask

Who manages Aditya Birla Sun Life Medium to Long Term Fund?

Bhupesh Bameta (Primary) since 6 Aug 2020.

What is the expense ratio of Aditya Birla Sun Life Medium to Long Term Fund?

0.69% a year on the direct plan and 1.13% on the regular plan (expense report, Oct 2026).

How has Aditya Birla Sun Life Medium to Long Term Fund done?

Its direct plan returned +6.07% a year over 3 years against +6.43% for its benchmark, CRISIL Medium to Long Duration Debt A-III Index, as of 13 Oct 2026.

Inside the app

See Aditya Birla Sun Life Medium to Long Term Fund beside your own funds in Valarth

Start freeStart free
A Valarth stock page: the share price with its chart and 52-week range, valuation and profitability figures, and a scorecard of health checks.
Stock pagePrice, valuation, profitability and a scorecard of health checks for every company, each figure explained.
The Valarth stock screener: a table of companies with price, market cap, P/E, P/B, PEG, EPS and ROE, and filters down the left.
ScreenerEvery listed company, filtered on 212 figures, each with a plain-language lesson beside it.
The Valarth AI Screener answering 'Which companies will benefit from India's Project 75 submarine programme?' with a basket of four naval shipbuilders and a written thesis.
AI ScreenerAsk a question in plain English, like which companies benefit from India's Project 75. It reads the intent, builds the screen and writes the thesis.
A Valarth business-model card for State Bank of India, with a plain-language summary and statements verified against the filing.
Business modelHow a company makes money and what can hurt it, each statement checked against its annual report.
Valarth's Before the Bell edition, with the day's headline, regulator notes and sector moves.
Before the BellA morning edition before the market opens: what moved, which rule changed, and what it means for your holdings.

Aditya Birla Sun Life Medium to Long Term Fund in the app: beside your own funds, with what you own through them

See the full analysis in the app →See pricing
Share this page