Aditya Birla Sun Life Short Term Fund Direct Plan Growth - Latest NAV ₹38.1591, Returns, Performance & Portfolio

Aditya Birla Sun Life Short Term Fund Direct Plan Growth

  • highlight
    9.17%
  • highlight
    (--0.01)38.1591

Min amount: ₹1,000

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 6.88 Lakhs in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years9.17%
3 Years9.13%
1 Year10.14%
6 Months3.96%
Fund Details
ISININF209K01XK8
RiskModerate Risk
Fund TypeShort Duration
NAV38.1591
Exit Load--

More about this fundstar

Top HoldingsWeightage
5.77% GOI 20302.18%
8.60% Bihar SDL 20262.13%
Reliance Industries Limited1.99%
8.15% Govt Stock 20261.94%
State Bank Of India1.84%
National Bank For Agriculture And Rural Development1.79%
Rural Electrification Corporation Limited1.7%
07.77 OD SDL 20231.65%
7.32% Govt Stock 20241.6%
Power Finance Corporation Limited1.52%

About Aditya Birla Sun Life Short Term Fund - Direct Plan - Growth

This is an open-ended short-term debt scheme that only invests in instruments having a Macaulay duration between 1-3 years. Note that 100% of the assets will be invested towards a diversified portfolio of debt and money market instruments with a goal of capital growth over a short term.

Pros and Cons of Aditya Birla Sun Life Short Term Fund - Direct Plan - Growth

The one-year, three-year, and five-year returns from the fund is higher than the category average returns. Also, the risk-adjusted returns of the fund is higher as compared to the category. The exit load for the fund is zero.

Fund Information and Statistics

i) Inception/Launch Date

The fund was incepted on 10 May 2003.

ii) Risk Level

The scheme is associated with a moderate risk profile.

iii) Redemption

Lock-in period is not applicable to the principal invested in the fund. Since the exit load is zero, you can redeem the units whenever required without having to worry about the additional cost.

iv) Fund Manager

Mr Kaustubh Gupta and Mr Mohit Sharma are currently managing the fund scheme.

v) Entry/Exit Load

Entry and exit load are not applicable to this fund.

About Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Mutual Fund was established on 23 December 1994. The fund house registered itself with SEBI on the same day. Aditya Birla Nuvo Limited and Sun Life (India) AMC Investments Inc. are the sponsors, while Aditya Birla Sun Life Trustee Company Private Limited is the trustee company. It offers about 154 different folios as of 30 September 2020.

Customer Reviewsstar

  • " Great investing experience! Contacted the support with queries.. Got immediate response and all my doubts clarified. Will definitely recommend ClearTax to friends "

    IT Developer, Bangalore
  • " I am new to investments and got all the information I need on your website. The suggestions for mutual fund investments and tax savings are great. "

    Software Engineer, Indore
  • " Investing through ClearTax is super easy and simple. It is extremely helpful for investors with less finance knowledge. "

    Campus Manager, Bangalore

Invest Now in 3 Easy Stepsstar

  • 1
  • 2
  • 3

Why ClearTax Invest?

  • checkOur experts do all the research and offer only the BEST mutual funds
  • checkTrusted by Over 25 Lakh Indians
  • checkInvest in just 5 minutes
  • checkNo paperwork required
  • checkSimple and easy to use

Frequently Asked Questions

  • Read More

Min amount: ₹1,000

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 6.88 Lakhs in a period of 20 years
Moderate Risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns