Home>Mutual Funds>Aditya Birla Sun Life Mutual Fund>Aditya Birla Sun Life Short Term Direct Fund IDCW
shareSHARE

Aditya Birla Sun Life Short Term Direct Fund IDCW+0.03%

6.84%
1 Year Return
Debt
Short Duration
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Short Term Direct Fund IDCW

RiskModerate
Min SIP AmountNot Supported
Expense Ratio0.41%
NAV₹16.63 (23 Jul 2021)
Fund Started01 Jan 2013
Fund Size7,725 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
6.8%
9.3%
8.4%
9.5%
Category Average
4.3%
6.4%
6.4%
-
Rank Within Category
1
2
2
-
*All returns are annualized.
SIP
Minimum SIP amount1,000
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 6.8% returns per annum

Comparison

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

Top Holdings

NameSectorInstrument% Assets
Reliance Industries Ltd.EnergyNCD2.8%
GOISovereignGOI FRB2.7%
Bihar StateOthersSDL2.3%
GOISovereignCGL2.1%
National Bank For Agriculture & Rural DevelopmentFinancialDebenture1.9%
REC Ltd.FinancialDebenture1.8%
Shriram Transport Finance Company Ltd.FinancialNCD1.8%
Embassy Office Parks REITConstructionDebenture1.6%
GOISovereignCGL1.4%
Reliance Industries Ltd.EnergyDebenture1.3%
See All

Fund Managers

Maneesh Dangi
keyboard_arrow_down
Kaustubh Gupta
keyboard_arrow_down
Mohit Sharma
keyboard_arrow_down

Aditya Birla Sun Life Short Term Direct Fund IDCW Details

Aditya Birla Sun Life Short Term Direct Fund IDCW 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. Maneesh Dangi, Kaustubh Gupta is the Current Fund Manager of Aditya Birla Sun Life Short Term Direct Fund IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹7,725 Cr and the Latest NAV as of 23 Jul 2021 is ₹16.63.

The Aditya Birla Sun Life Short Term Direct Fund IDCW is rated Moderate risk. Minimum SIP Investment is set to 1000.

Investment Objective

The scheme seeks to generate income and capital appreciation by investing 100% of the corpus in a diversified portfolio of debt and money market securities.

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)

Not Supported
Min for First Investment
Not Supported
Min for Second Investment
Nil
Exit Load

Compare Funds

Aditya Birla Sun Life Short Term Direct Fund IDCW
VS
search

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
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,
Loading...
ⓒ 2016-2021 Groww. All rights reserved, Built with in India