Aditya Birla Sun Life Medium to Long Term Fund - Regular Plan - Growth

(Erstwhile Aditya Birla Sun Life Income Fund - Growth - Regular Plan)
Fund House: Aditya Birla Sun Life Mutual Fund
Category: Debt: Medium to Long Duration
Launch Date: 05-10-1995
Asset Class: Fixed Income
Benchmark: CRISIL Medium to Long Duration Debt A-III Index
TER: 1.09% As on (31-07-2026)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,780.07 Cr As on 31-07-2026(Source:AMFI)
Turn over: - | Exit Load: Nil

129.5151

8.65%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
Nifty 4-8 yr G-Sec Index
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
5 Years 7 Months
13 Years 2 Months
16 Years 11 Months
25 Years 10 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

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.

Current Asset Allocation (%)

Indicators

Standard Deviation -
Sharpe Ratio -
Alpha -
Beta -
Yield to Maturity 7.54
Average Maturity 14.78

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Aditya Birla Sun Life Medium to Long Term Fund - Regular Plan - Growth 05-10-1995 4.02 4.8 5.76 5.11 6.19
FranklIn India Medium To Long Duration Fund - Growth 24-09-2024 5.4 - - - -
ICICI Prudential Medium to Long Term Fund - Regular Plan - Growth 05-08-2008 5.33 6.16 6.85 5.92 6.68
Kotak Medium to Long Term Fund - Regular Plan Growth 25-11-1999 4.99 5.17 6.15 5.13 5.87
LIC MF Medium to Long Term Fund-Regular Plan-Growth 19-06-1999 4.97 5.79 6.4 5.51 5.8
SBI Medium To Long Duration Fund-Regular Plan-Growth 25-11-1998 4.87 5.49 6.21 5.52 6.86
HDFC Medium to Long Term Fund - Regular Plan - Growth Option 01-09-2000 4.67 5.19 6.25 4.89 5.15
Nippon India Medium to Long Term Fund - Growth Plan Growth Option 01-01-1998 4.54 4.72 5.8 5.17 6.07
UTI Medium to Long Term Fund- Regular Plan - Growth 17-05-1998 4.27 5.22 5.95 8.17 4.94
HSBC Medium to Long Term Fund - Regular Growth 10-12-2002 3.82 4.79 5.62 4.35 5.13

Scheme Characteristics

Investment in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 4 - 7 years.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

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