Aditya Birla SL Medium to Long Term Fund
The scheme seeks to generate consistent income through superior yields on its investment at relatively moderate levels of risk through a diversified investment approach.
Growthvine rating: 3/5 — ranked #18 of 54 in category.
Fund basics
| Category | Debt: Medium to Long Duration |
|---|---|
| NAV | ₹128.92 (as of 2026-10-01) |
| AUM | ₹1,770 Cr |
| Expense ratio | 0.96% |
| Riskometer | Moderate |
| Fund manager | Bhupesh Bameta |
| Exit load | 0 |
Performance & risk
| 5-year annualised return | 4.93% |
|---|---|
| Standard deviation | 2.88% |
| Max drawdown | −10.39% |
| Alpha | 0 |
| Beta | 0 |
Over 5 years, captured 96.6% of NIFTY Medium to Long Duration Debt Index's upside and 78.1% of its downside.
Market cap allocation
Concentration
Top holdings
Not disclosed.
Top sectors
Not disclosed.
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|---|---|---|
| 2026 (partial) | 1.6% | Q4 (Bottom) | #49 of 53 |
| 2025 | 5.1% | Q4 (Bottom) | #50 of 53 |
| 2024 | 8.4% | Q1 (Top) | #13 of 50 |
| 2023 | 6.6% | Q4 (Bottom) | #29 of 37 |
| 2022 | 2.4% | Q3 | #10 of 18 |