Fund Details
Aditya Birla Sun Life Short Term Fund IDCW
| Risk | Moderate |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 1.12% |
| NAV | ₹17.25 (23 Jul 2021) |
|---|---|
| Fund Started | 24 Apr 2003 |
| Fund Size | ₹7,725 Cr |
Returns
Comparison
1. Age is more than 10 years
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. 10Y Returns are higher than the category average returns
6. Exit load is zero
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | NCD | 2.8% |
| GOI | Sovereign | GOI FRB | 2.7% |
| Bihar State | Others | SDL | 2.3% |
| GOI | Sovereign | CGL | 2.1% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 1.9% |
| REC Ltd. | Financial | Debenture | 1.8% |
| Shriram Transport Finance Company Ltd. | Financial | NCD | 1.8% |
| Embassy Office Parks REIT | Construction | Debenture | 1.6% |
| GOI | Sovereign | CGL | 1.4% |
| Reliance Industries Ltd. | Energy | Debenture | 1.3% |
Fund Managers
Aditya Birla Sun Life Short Term Fund IDCW Details
Aditya Birla Sun Life Short Term Fund IDCW is a Debt Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 24 Apr 2003. Maneesh Dangi, Kaustubh Gupta is the Current Fund Manager of Aditya Birla Sun Life Short Term 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 ₹17.25.
The Aditya Birla Sun Life Short Term Fund IDCW is rated Moderate risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 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.
