Aditya Birla Sun Life Short Term Fund Direct Plan Growth
- 8.36%
- (+0.01)39.3383
Min amount: ₹1,000
Calculate Returns
₹0 in a period of 20 years
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Fund Summary
| Period | Returns(per year) |
|---|---|
| 10 Years | -- |
| 5 Years | 8.36% |
| 3 Years | 9.23% |
| 1 Year | 6.86% |
| 6 Months | 3.11% |
| Fund Details | |
|---|---|
| ISIN | INF209K01XK8 |
| Risk | Moderate Risk |
| Fund Type | Short Duration |
| NAV | 39.3383 |
| Exit Load | -- |
More about this fund
| Top Holdings | Weightage |
|---|---|
| Clearing Corporation Of India Limited | 11.9% |
| Net Receivables / (Payables) | 3.39% |
| Reliance Industries Limited | 2.8% |
| GOVT STOCK | 2.72% |
| 8.60% Bihar SDL 2026 | 2.26% |
| 8.15% Govt Stock 2026 | 2.05% |
| National Bank For Agriculture And Rural Development | 1.95% |
| Rural Electrification Corporation Limited | 1.83% |
| Shriram Transport Finance Company Limited | 1.82% |
| Embassy Office Parks REIT | 1.62% |
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.
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Min amount: ₹1,000
Calculate Returns
₹0 in a period of 20 years
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