Aditya Birla Sun Life Low Duration Regular Plan Growth - Latest NAV ₹501.1991, Returns, Performance & Portfolio

Aditya Birla Sun Life Low Duration Regular Plan Growth

  • highlight
    7.73%
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    (+0.11)501.1991

Start your investment

Min amount: ₹500

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 5.73 Lakhs in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years8.19%
5 Years7.73%
3 Years7.58%
1 Year8.44%
6 Months4.58%
Fund Details
ISININF209K01LQ0
RiskModerately Low risk
Fund TypeLow Duration
NAV501.1991
Exit Load--

More about this fundstar

Top HoldingsWeightage
06.99% PN SDL 20204.52%
Shriram Transport Finance Company Limited3.02%
7.07% PN SDL 20202.03%
National Bank For Agriculture And Rural Development1.99%
Rec Limited1.93%
Cholamandalam Investment And Fin. Co. Ltd (Cholamandalam Dbs Finance Ltd)1.8%
Housing And Urban Development Corporation Ltd.1.74%
REC LIMITED1.71%
Rural Electrification Corporation Limited1.69%
POWER FINANCE CORPORATION LIMITED1.6%

About Aditya BSL Low Duration Fund

The Aditya BSL Low Duration Fund is an open-ended low-duration debt scheme. It seeks to provide income and reasonable returns by investing in a portfolio of debt securities and money market instruments of short maturities. Further, the investments are made such that the Macaulay Duration of the portfolio is between 6 and 12 months. It was earlier known as Aditya Birla Sun Life Cash Manager Fund and was renamed as Aditya Birla Sun Life Low Duration Fund.

Pros & Cons of Aditya BSL Low Duration Fund

  • The scheme invests in high-rated securities and instruments minimizing the credit risk as well as the risk of default.
  • As on September 30, 2018, the scheme is ranked 4 under CRISIL’s Low Duration Fund category.
  • Further, it has generated returns of 7.6% per year over the last 10 years (as on January 31, 2019).

Fund Information and Statistics of Aditya BSL Low Duration Fund

Inception / Launch Date

The scheme was launched on 14 May 1998 by Aditya Birla Sun Life Mutual Fund.

Risk Level

According to the investment objective and asset allocation of the scheme, it has a Moderately-Low risk level associated with it.

Redemption

The redemption proceeds are dispatched within 10 business days of the receipt of a valid redemption request.

Fund Manager(s)

The Fund Managers of the Aditya BSL Low Duration Fund are:

  • Mr. Kaustubh Gupta (since July 15, 2011)
  • Ms. Mohit Sharma (since April 01, 2017)

Entry / Exit Load

There is no entry load or exit load in this scheme.

Tax benefits of investing in Aditya BSL Low Duration Fund

The following taxes are applicable to the income arising from investing in this scheme:

  • STCG is added to the investor's income and taxed as per the income-tax slab.
  • LTCG component is taxed at 20% with indexation benefits.

About Aditya Birla Sun Life Mutual Fund

In 1994, the Aditya Birla Group, India and Sun Life Financial Inc., Canada entered into a joint venture establishing the Aditya Birla Sun Life Mutual Fund (ABSLMF). Over the years, with over Rs.2500 billion of assets under management and more than 6.6 million investor folios, ABSLMF has evolved into one of India’s leading mutual fund houses. It offers user-friendly services and a range of investment schemes to choose from.

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Frequently Asked Questions

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Start your investment

Min amount: ₹500

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 5.73 Lakhs in a period of 20 years
Moderately Low 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