Fund Details
Aditya Birla Sun Life Short Term Fund Growth
| Risk | Moderate |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 1.13% |
| NAV | ₹36.42 (22 Jan 2021) |
|---|---|
| Fund Started | 24 Apr 2003 |
| Fund Size | ₹8,302 Cr |
Returns
Comparison
1. Age is more than 10 years
2. Age is more than 10 years
3. 1Y Returns are higher than the category average returns
4. 3Y Returns are higher than the category average returns
5. 5Y Returns are higher than the category average returns
6. 10Y Returns are higher than the category average returns
7. Exit load is zero
1. Risk is higher compared to the benchmark
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Bihar State | Others | SDL | 2.2% |
| Reliance Industries Ltd. | Energy | NCD | 2.0% |
| GOI | Sovereign | GOI Sec | 2.0% |
| GOI | Sovereign | CGL | 2.0% |
| State Bank of India | Financial | Debenture | 1.9% |
| REC Ltd. | Financial | Debenture | 1.7% |
| Odisha State | Financial | SDL | 1.7% |
| GOI | Sovereign | GOI Sec | 1.6% |
| GOI | Sovereign | CGL | 1.6% |
| Power Finance Corpn. Ltd. | Financial | NCD | 1.5% |
Fund Managers
Aditya Birla Sun Life Short Term Fund Growth Details
Aditya Birla Sun Life Short Term Fund Growth 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 Growth fund.The fund currently has an Asset Under Management(AUM) of ₹8,302 Cr and the Latest NAV as of 22 Jan 2021 is ₹36.42.
The Aditya Birla Sun Life Short Term Fund Growth 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.
