Aditya Birla Sun Life Low Duration Fund Direct Growth0.00%

5
9.25%
1 Year Return
Debt
Low Duration
5.0star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Low Duration Fund Direct Growth

RiskModerately Low
Min SIP Amount₹100
Expense Ratio0.41%
NAV533.63 (07 Aug 2020)
Fund Started01 Jan 2013
Fund Size11,158 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Aditya Birla Sun Life Low Duration Fund Direct Growth
9.3%
8.4%
8.6%
9.0%
Category Average
5.0%
4.4%
5.7%
-
Rank within category
6
2
2
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 9.3% annual returns

    Comparison

    Data not available
    Pros
    1. Risk-adjusted returns are higher compared to the category
    2. Lower expense ratio - 0.41%
    3. 1Y Returns are higher than the category average returns
    4. 3Y Returns are higher than the category average returns
    5. 5Y Returns are higher than the category average returns
    6. Exit load is zero
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    Punjab StateOthersSDL4.5%
    Shriram Transport Finance Co. Ltd.FinancialDebenture3.0%
    Bank Of BarodaFinancialCD2.6%
    Punjab StateOthersSDL2.0%
    National Bank For Agriculture & Rural DevelopmentFinancialNCD2.0%
    REC Ltd.FinancialDebenture1.9%
    Cholamandalam Investment & Finance Co. Ltd.FinancialDebenture1.8%
    Housing & Urban Development Corpn. Ltd.FinancialDebenture1.7%
    REC Ltd.FinancialBonds/Deb1.7%
    REC Ltd.FinancialDebenture1.7%
    See All

    Fund Managers

    addKaustubh Gupta
    Education
    Mr. Gupta is a B.Com and a Chartered Accountant.
    Experience
    Prior to joining Birla Sun Life AMC he has worked with ICICI Bank.
    Funds Managed
    addMohit Sharma
    Education
    Mr. Sharma is B Tech (IIT - Madras) and PGDCM (IIM Calcutta).
    Experience
    He has around 10 years of experience of which 7 years is in financial markets. He joined Birla Sun AMC in October 2015. Prior to joining Birla AMC, he ran his own healthcare-tech business (June 2012 - May 2015). he has also worked as an Interest Rates Trader in Standard Chartered Bank (May 2007 - June 2011) and ICICI Bank Ltd (June 2006 - April 2007). He started his career in the Equity Research in Irevna Ltd (June 2005 - June 2006).
    Funds Managed

    Aditya Birla Sun Life Low Duration Fund Direct Growth Details

    Aditya Birla Sun Life Low Duration Fund Direct Growth is a Debt Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Kaustubh Gupta, Mohit Sharma is the Current Fund Manager of Aditya Birla Sun Life Low Duration Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹11,158 Cr and the Latest NAV as of 07 Aug 2020 is ₹533.63.

    The Aditya Birla Sun Life Low Duration Fund Direct Growth is rated Moderately Low risk. Minimum SIP Investment is set to 100. Minimum Lumpsum Investment is 100.

    Investment Objective

    Aims to provide high level of current income consistent with a portfolio that offers unit holders superior liquidity.

    Tax Implications

    Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

    Scheme Information Document(SID)

    ₹100
    Min for First Investment
    ₹100
    Min for Second Investment
    Nil
    Exit Load

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    About Aditya Birla Sun Life Mutual Fund

    Address
    One India Bulls Centre ,Tower 1, 17th Flr, Jupiter Mill Compound,841,S.B. Marg,Elphinstone Road Mumbai 400 013
    Phone
    022 43568000
    Launch Date
    23 Dec 1994
    Aditya Birla Sun Life Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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