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Aditya Birla Sun Life Low Duration Fund Growth-0.01%

7.39%
1 Year Return
Debt
Low Duration
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Low Duration Fund Growth

RiskModerately Low
Min SIP Amount₹100
Expense Ratio1.22%
NAV₹512.36 (15 Jan 2021)
Fund Started14 May 1998
Fund Size19,972 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
7.4%
7.6%
7.5%
7.7%
Category Average
6.2%
5.0%
6.0%
-
Rank Within Category
6
4
5
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount100
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 7.4% returns per annum

Comparison

Data not available
Pros
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
Cons
1. Risk is higher compared to the benchmark

Top Holdings

NameSectorInstrument% Assets
Reserve Bank of IndiaFinancialT-Bills3.8%
GOISovereignGOI Sec3.8%
GOISovereignCGL3.1%
Housing Development Finance Corpn. Ltd.FinancialDebenture2.6%
Reserve Bank of IndiaFinancialT-Bills2.4%
Housing Development Finance Corpn. Ltd.FinancialCP2.3%
National Bank For Agriculture & Rural DevelopmentFinancialCP2.2%
Reserve Bank of IndiaFinancialT-Bills1.9%
Reserve Bank of IndiaFinancialT-Bills1.8%
Shriram Transport Finance Co. Ltd.FinancialDebenture1.7%
See All

Fund Managers

Kaustubh Gupta
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Mohit Sharma
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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.

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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