Aditya Birla Sun Life Short Term Fund Growth+0.09%

3
9.97%
1 Year Return
Debt
Short Duration
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Short Term Fund Growth

RiskModerate
Min SIP Amount₹1000
Expense Ratio1.13%
NAV34.72 (03 Jul 2020)
Fund Started24 Apr 2003
Fund Size1,862 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Aditya Birla Sun Life Short Term Fund Growth
10.0%
7.8%
8.4%
7.5%
Category Average
7.6%
5.5%
6.6%
-
Rank within category
21
13
10
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 10.0% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    Cons
    1. Risk is higher compared to the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Housing Development Finance Corpn. Ltd.FinancialNCD6.2%
    Reliance Industries Ltd.EnergyNCD4.9%
    Shriram Transport Finance Co. Ltd.FinancialDebenture4.7%
    L&T Infrastructure Finance Co. Ltd.FinancialDebenture4.1%
    Shriram City Union Finance Ltd.FinancialDebenture3.1%
    REC Ltd.FinancialDebenture3.0%
    Aditya Birla Finance Ltd.FinancialDebenture3.0%
    State Bank of IndiaFinancialNCD2.9%
    Mangalore Refinery & Petrochemicals Ltd.EnergyNCD2.8%
    Power Finance Corpn. Ltd.FinancialDebenture2.7%
    See All

    Fund Managers

    addManeesh Dangi
    Education
    Mr. Dangi is an MBA and FRM.
    Experience
    Prior to joining Birla Sun Life Asset Management Company he has worked with Pioneer Investcorp.
    Funds Managed
    addKaustubh Gupta
    Education
    Mr. Gupta is a B.Com and a Chartered Accountant.
    Experience
    Prior to joining Birla Sun Life AMC he has worked with ICICI Bank.
    Funds Managed

    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 ₹1,862 Cr and the Latest NAV as of 03 Jul 2020 is ₹34.72.

    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 objective of the fund is to generate regular income by investing primarily in investment grade fixed income securities / money market instruments with short to medium term maturities and across the credit spectrum within the universe of investment grade rating.

    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)

    ₹1000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Nil
    Exit Load

    Compare Funds

    Aditya Birla Sun Life Short Term Fund Growth
    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
    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,
    Similar Funds
    Data not available