Aditya Birla Sun Life Low Duration Fund Direct Growth

Debt
Low Duration
Moderate Risk
5.66%
3Y annualised
+0.06% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 03 Oct 2023₹635.32
Min. SIP amount₹100
Rating4
Fund size₹12,574.42Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Debt Low Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns7.5%5.7%7.1%8.0%
Category average6.7%4.9%5.7%NA
Rank with in category551NA
Understand terms

Holdings (104)

NameSectorInstrumentAssets
Axis Bank Ltd.
FinancialCD3.8%
SovereignGOI Sec3.7%
SovereignGOI Sec3.6%
Kotak Mahindra Bank Ltd.
FinancialCD3.0%
FinancialT-Bills2.3%
Small Industries Devp. Bank of India Ltd.
FinancialCD2.3%
GOI
SovereignGOI FRB2.1%
FinancialDebenture2.1%
HDFC Bank Ltd.
FinancialCD2.1%
FinancialT-Bills2.1%
See All

Expense ratio, exit load and tax

Expense ratio: 0.38%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

Kaustubh Gupta
Jan 2013 - Present
View details

Education
Mr. Gupta is a B.Com and a Chartered Accountant.
Experience
Prior to joining Aditya Birla Sun Life AMC he has worked with ICICI Bank.
Also manages these schemes

Mohit Sharma
Apr 2017 - Present
View details

Education
Mr. Sharma is B Tech (IIT - Madras) and PGDCM (IIM Calcutta).
Experience
Prior to joining Aditya Birla Sun Life 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).
Also manages these schemes

Dhaval Joshi
Nov 2022 - Present
View details

Education
Mr. Joshi has done B.Com, M.Com. and MBA (Finance)
Experience
Prior to joining Aditya Birla Sun Life Mutual Fund, he was associated with Sundaram Mutual Fund, Emkay Global Financial Services and Asit C Mehta Investment Intermediates Ltd..
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
One India Bulls Center - Tower 1,17th Floor - Jupiter Mills Compound,841 Senapati Bhawan, Elphinstone Road, Mumbai 400013
Phone
022-43568000 / 1800-270-7000 / 1800-22-7000
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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