Fund Details
Aditya Birla Sun Life Low Duration Fund Growth
| Risk | Moderately Low |
|---|---|
| Min SIP Amount | ₹100 |
| Expense Ratio | 1.22% |
| NAV | ₹512.36 (15 Jan 2021) |
|---|---|
| Fund Started | 14 May 1998 |
| Fund Size | ₹19,972 Cr |
Returns
Comparison
1. Age is more than 10 years
2. Risk-adjusted returns are higher compared to the category
3. Exit load is zero
4. Age is more than 10 years
5. Risk-adjusted returns are higher compared to the category
6. 1Y Returns are higher than the category average returns
7. 3Y Returns are higher than the category average returns
8. 5Y Returns are higher than the category average returns
9. 10Y Returns are higher than the category average returns
1. Risk is higher compared to the benchmark
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reserve Bank of India | Financial | T-Bills | 3.8% |
| GOI | Sovereign | GOI Sec | 3.8% |
| GOI | Sovereign | CGL | 3.1% |
| Housing Development Finance Corpn. Ltd. | Financial | Debenture | 2.6% |
| Reserve Bank of India | Financial | T-Bills | 2.4% |
| Housing Development Finance Corpn. Ltd. | Financial | CP | 2.3% |
| National Bank For Agriculture & Rural Development | Financial | CP | 2.2% |
| Reserve Bank of India | Financial | T-Bills | 1.9% |
| Reserve Bank of India | Financial | T-Bills | 1.8% |
| Shriram Transport Finance Co. Ltd. | Financial | Debenture | 1.7% |
Fund Managers
Aditya Birla Sun Life Low Duration Fund Growth Details
Aditya Birla Sun Life Low Duration Fund Growth is a Debt Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 14 May 1998. Kaustubh Gupta, Mohit Sharma is the Current Fund Manager of Aditya Birla Sun Life Low Duration Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹19,972 Cr and the Latest NAV as of 15 Jan 2021 is ₹512.36.
The Aditya Birla Sun Life Low Duration Fund Growth is rated Moderately Low risk. Minimum SIP Investment is set to 100. Minimum Lumpsum Investment is 100.
Investment Objective
The scheme seeks to provide income which is consistent with a portfolio through investments in a basket of debt and money market instruments of short maturities with a view to provide reasonable returns.
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.
