AD
Aditya Birla Sun Life Medium to Long Term Fund Direct Growth
Latest NAV
+2.73% 1Y
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Benchmark: CRISIL Medium to Long Duration Debt A-III Index
Expense ratio
0.69%
AUM
₹1,759 Cr
Min SIP
₹1,000
Min lump sum
₹5,000
1Y
+2.73%
3Y (ann.)
+6.09%
5Y (ann.)
+5.39%
Launched
Jan 2013
Where the NAV sits & how risky it is
₹139.88
52-week range
at 70%
₹139.88
Low 02 Apr 2026₹135.15
High 14 Aug 2026₹141.92
Risk level
Moderate
Low
Very high
NAV history
02 Jan 2013
Since inception
05 Oct 2026
Returns by period
1W
-0.30%
1M
-0.58%
3M
-0.85%
6M
+2.96%
1Y
+2.73%
3Y
+6.09%
5Y
+5.39%
3Y and 5Y returns are annualised.
Return calculator
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min SIP ₹1,000
Estimate only. It assumes the selected past return repeats every year; 3Y and 5Y figures are taken as annualised. Actual returns vary and are not guaranteed.
Where your money goes
Sector allocation is published for schemes that buy shares directly. This is a debt scheme.
About this scheme
The objective of the scheme is to generate consistent income through superior yields on its investments at moderate levels of risk through a diversified investment approach. This income may be complemented by price changes of instruments in the portfolio.
Fund manager(s): Bhupesh Bameta
Exit load: No charges for withdrawal
Scheme snapshot
VR Rating
MS Rating
Plan
Growth
Type
DIRECT
Inception
01 Jan 2013
Lump-sum min
₹5,000
SIP
Purchase
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STP
SWP
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