Aditya Birla Sun Life Low Duration Fund Direct Growth

Debt
Low Duration
Moderate Risk
6.12%
3Y annualised
+0.02% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 26 Sep 2022₹590.12
Min. SIP amount₹100
Rating5
Fund size₹12,455.73Cr

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 returns4.3%6.1%7.0%8.1%
Category average3.8%5.3%5.3%NA
Rank with in category351NA
Understand terms

Holdings (136)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec3.3%
HDFC Bank Ltd.
FinancialCD2.9%
GOI
SovereignGOI FRB2.9%
Shriram Transport Finance Company Ltd.FinancialNCD2.6%
Axis Bank Ltd.
FinancialCD2.6%
Indusind Bank Ltd.
FinancialCD2.6%
Bajaj Housing Finance Ltd.FinancialFRB2.4%
State Bank of IndiaFinancialAdditional Tier 2 Bo2.3%
Reliance Jio Infocomm Ltd.CommunicationCP2.0%
Small Industries Devp. Bank of India Ltd.
FinancialCP2.0%
See All

Expense ratio, exit load and tax

Expense ratio: 0.39%

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, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

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

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
E-mail
NA
Website
NA
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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