Aditya Birla Sun Life Short Term Fund Growth

Debt
Short Duration
Moderate Risk
6.23%
3Y annualised
+0.02% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 03 Oct 2022₹38.90
Min. SIP amountNot Supported
Rating4
Fund size₹5,762.45Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Debt Short Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns3.3%6.2%6.6%7.2%
Category average2.8%5.5%5.4%NA
Rank with in category373NA
Understand terms

Holdings (113)

NameSectorInstrumentAssets
GOISovereignGOI Sec4.9%
Small Industries Devp. Bank of India Ltd.
FinancialCP3.2%
Bajaj Housing Finance Ltd.FinancialFRB2.6%
Housing Development Finance Corpn. Ltd.FinancialDebenture2.6%
State Bank of IndiaFinancialAdditional Tier 2 Bo2.5%
Shriram Transport Finance Company Ltd.FinancialNCD2.5%
GOI
SovereignGOI FRB2.4%
GOI
SovereignCGL1.8%
Sundew Properties Ltd.ConstructionDebenture1.7%
Embassy Office Parks REITConstructionDebenture1.7%
See All

Expense ratio, exit load and tax

Expense ratio: 1.10%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Kaustubh Gupta
Sep 2014 - Present
View details

Education
Mr. Gupta is a B.Com and a Chartered Accountant.
Experience
Prior to joining Aditya Birla Sun Life AMC he has worked with ICICI Bank.
Also manages these schemes

Mohit Sharma
Aug 2020 - Present
View details

Education
Mr. Sharma is B Tech (IIT - Madras) and PGDCM (IIM Calcutta).
Experience
Prior to joining Aditya Birla Sun Life AMC, he ran his own healthcare-tech business (June 2012 - May 2015). he has also worked as an Interest Rates Trader in Standard Chartered Bank (May 2007 - June 2011) and ICICI Bank Ltd (June 2006 - April 2007). He started his career in the Equity Research in Irevna Ltd (June 2005 - June 2006).
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
One India Bulls Center - Tower 1,17th Floor - Jupiter Mills Compound,841 Senapati Bhawan, Elphinstone Road, Mumbai 400013
Phone
022-43568000 / 1800-270-7000 / 1800-22-7000
Launch Date
23 Dec 1994
E-mail
NA
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,

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