Aditya Birla Sun Life Low Duration Fund Growth

Risk: Moderate
₹ 623.65
NAV (Oct 11,2024)

Aditya Birla Sun Life Low Duration Fund is a growth-oriented fund that focuses on generating stable returns over a short duration. With a total assets under management (AUM) of ₹12,058.47 crores, this fund offers investors the opportunity to invest with a minimum investment of ₹100. Established on May 14, 1998, it has an expense ratio of 1.19% and no lock period, providing flexibility to investors.

Aditya Birla Sun Life Low Duration Fund Growth Latest Trend

  • 1M
  • 2M
  • 3M

Aditya Birla Sun Life Low Duration Fund Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    0
  • P/B Ratio
    UM_URBAN_MONEY

    0
  • Alpha
    UM_URBAN_MONEY

    0
  • Beta
    UM_URBAN_MONEY

    0
  • Sharpe
    UM_URBAN_MONEY

    0.58
  • Sortino
    UM_URBAN_MONEY

    1.18

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.23%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 10408.24 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹100.00

Scheme Riskometer

Investors understand that their principal will be at
Moderate

Investment Return Calculator

as on Oct 12, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 10,178.5 (1.78%)₹ 10,346.86 (3.47%)₹ 10,715.27 (7.15%)₹ 11,828.81 (18.29%)₹ 13,293.23 (32.93%)
₹ 30,000₹ 30,535.5 (1.78%)₹ 31,040.58 (3.47%)₹ 32,145.81 (7.15%)₹ 35,486.43 (18.29%)₹ 39,879.69 (32.93%)
₹ 50,000₹ 50,892.5 (1.78%)₹ 51,734.3 (3.47%)₹ 53,576.35 (7.15%)₹ 59,144.05 (18.29%)₹ 66,466.15 (32.93%)
₹ 80,000₹ 81,428 (1.78%)₹ 82,774.88 (3.47%)₹ 85,722.16 (7.15%)₹ 94,630.48 (18.29%)₹ 1,06,345.84 (32.93%)
₹ 1,00,000₹ 1,01,785 (1.78%)₹ 1,03,468.6 (3.47%)₹ 1,07,152.7 (7.15%)₹ 1,18,288.1 (18.29%)₹ 1,32,932.3 (32.93%)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Government of India9.69%
  • National Bank For Agriculture and Rural Development9.54%
  • Small Industries Development Bank of India8.15%
  • REC Limited6.74%
  • National Housing Bank6.72%
  • LIC Housing Finance Limited4.32%
  • Power Finance Corporation Limited4.20%
  • Bharti Telecom Limited FRN3.75%
  • Bank of Baroda3.26%
  • HDFC Bank Limited3.17%
  • ICICI Home Finance Company Limited2.98%
  • HDB Financial Services Limited2.80%
  • Net Receivables Payables2.60%
  • Kotak Mahindra Bank Limited2.57%
  • Belstar Microfinance Private Limited2.17%
  • Punjab National Bank2.12%
  • DME Development Limited FRN1.99%
  • Kotak Mahindra Prime Limited1.88%
  • Axis Bank Limited1.71%
  • Bharti Telecom Limited1.64%
  • Muthoot Finance Limited1.45%
  • IndusInd Bank Limited1.41%
  • Canara Bank1.35%
  • Clearing Corporation of India Limited1.34%
  • State Bank of India1.13%
  • CreditAccess Grameen Limited1.01%
  • Bajaj Housing Finance Limited0.97%
  • Shriram Finance Ltd0.96%
  • DBS Bank Ltd India0.95%
  • Utkarsh Small Finance Bank Ltd0.93%
  • Sundaram Finance Limited0.91%
  • Tata Projects Limited0.91%
  • Tata Capital Limited0.72%
  • ICICI Bank Limited0.70%
  • SMFG India Home Finance Company Limited0.48%
  • Adani Energy Solutions Limited0.48%
  • TMF Holdings Limited0.48%
  • SBI Corporate Debt Market Development Fund A Units0.29%
  • Cholamandalam Investment and Finance Company Limited0.24%
  • Nexus Select Trust0.24%
  • Tata Power Company Limited0.24%
  • Cholamandalam Investment and Finance Company Limited FRN0.24%
  • GOI FEB STRIPS0.24%
  • Summit Digitel Infrastructure Private Limited0.19%
  • Tata Motors Finance Limited0.14%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Mirae Asset Low Duration Fund - Regular Savings Plan - GrowthMirae Asset Low Duration Fund - Regular Savings Plan - Growth

DEBT

Moderate

7.38%

Sundaram Low Duration Fund - GrowthSundaram Low Duration Fund - Growth

DEBT

Moderate

7.35%

Invesco India Low Duration Fund - GrowthInvesco India Low Duration Fund - Growth

DEBT

Low to Moderate

7.33%

JM Low Duration Fund - GrowthJM Low Duration Fund - Growth

DEBT

Low to Moderate

7.26%

HDFC Low Duration Fund - GrowthHDFC Low Duration Fund - Growth

DEBT

Low to Moderate

7.24%

Mahindra Manulife Low Duration Fund - Regular Plan - GrowthMahindra Manulife Low Duration Fund - Regular Plan - Growth

DEBT

Low to Moderate

7.16%

Kotak Low Duration Fund - GrowthKotak Low Duration Fund - Growth

DEBT

Low to Moderate

7.12%

Tata Treasury Advantage Fund - Regular Plan - GrowthTata Treasury Advantage Fund - Regular Plan - Growth

DEBT

Low to Moderate

6.50%

Canara Robeco Savings Fund - Regular Plan - GrowthCanara Robeco Savings Fund - Regular Plan - Growth

DEBT

Low to Moderate

6.50%

DSP Low Duration Fund - Regular Plan - GrowthDSP Low Duration Fund - Regular Plan - Growth

DEBT

Low to Moderate

6.32%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Franklin India Low Duration Fund - Segregated Portfolio 2 - Monthly IDCWFranklin India Low Duration Fund - Segregated Portfolio 2 - Monthly IDCW

DEBT

Low

308.94%

ICICI Prudential Savings Fund - GrowthICICI Prudential Savings Fund - Growth

DEBT

Moderate

7.76%

UTI Low Duration Fund - Regular Plan - GrowthUTI Low Duration Fund - Regular Plan - Growth

DEBT

Moderate

7.64%

HDFC Low Duration Fund - GrowthHDFC Low Duration Fund - Growth

DEBT

Low to Moderate

7.28%

JM Low Duration Fund - GrowthJM Low Duration Fund - Growth

DEBT

Low to Moderate

7.26%

Mahindra Manulife Low Duration Fund - Regular Plan - GrowthMahindra Manulife Low Duration Fund - Regular Plan - Growth

DEBT

Low to Moderate

7.15%

Axis Treasury Advantage Fund - Regular Plan - GrowthAxis Treasury Advantage Fund - Regular Plan - Growth

DEBT

Low to Moderate

7.14%

Baroda BNP Paribas Low Duration Fund - GrowthBaroda BNP Paribas Low Duration Fund - Growth

DEBT

Low to Moderate

6.94%

Nippon India Low Duration Fund - GrowthNippon India Low Duration Fund - Growth

DEBT

Moderate

6.82%

HSBC Low Duration Fund - GrowthHSBC Low Duration Fund - Growth

DEBT

Low to Moderate

3.58%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

UTI Low Duration Fund - Regular Plan - GrowthUTI Low Duration Fund - Regular Plan - Growth

DEBT

Moderate

6.20%

Invesco India Low Duration Fund - GrowthInvesco India Low Duration Fund - Growth

DEBT

Low to Moderate

5.82%

Sundaram Low Duration Fund - GrowthSundaram Low Duration Fund - Growth

DEBT

Moderate

5.67%

Mirae Asset Low Duration Fund - Regular Savings Plan - GrowthMirae Asset Low Duration Fund - Regular Savings Plan - Growth

DEBT

Moderate

5.66%

Mahindra Manulife Low Duration Fund - Regular Plan - GrowthMahindra Manulife Low Duration Fund - Regular Plan - Growth

DEBT

Low to Moderate

5.55%

Nippon India Low Duration Fund - GrowthNippon India Low Duration Fund - Growth

DEBT

Moderate

5.38%

SBI Magnum Low Duration Fund - Regular Plan - GrowthSBI Magnum Low Duration Fund - Regular Plan - Growth

DEBT

Low to Moderate

5.26%

Tata Treasury Advantage Fund - Regular Plan - GrowthTata Treasury Advantage Fund - Regular Plan - Growth

DEBT

Low to Moderate

5.09%

DSP Low Duration Fund - Regular Plan - GrowthDSP Low Duration Fund - Regular Plan - Growth

DEBT

Low to Moderate

5.04%

Canara Robeco Savings Fund - Regular Plan - GrowthCanara Robeco Savings Fund - Regular Plan - Growth

DEBT

Low to Moderate

4.92%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

DSP Low Duration Fund - Regular Plan - GrowthDSP Low Duration Fund - Regular Plan - Growth

DEBT

Low to Moderate

5.93%

Bandhan Low Duration Fund - Regular Plan - GrowthBandhan Low Duration Fund - Regular Plan - Growth

DEBT

Low to Moderate

5.92%

Invesco India Low Duration Fund - GrowthInvesco India Low Duration Fund - Growth

DEBT

Low to Moderate

5.79%

Canara Robeco Savings Fund - Regular Plan - GrowthCanara Robeco Savings Fund - Regular Plan - Growth

DEBT

Low to Moderate

5.69%

SBI Magnum Low Duration Fund - Regular Plan - GrowthSBI Magnum Low Duration Fund - Regular Plan - Growth

DEBT

Low to Moderate

5.67%

Mirae Asset Low Duration Fund - Regular Savings Plan - GrowthMirae Asset Low Duration Fund - Regular Savings Plan - Growth

DEBT

Moderate

5.40%

Mahindra Manulife Low Duration Fund - Regular Plan - GrowthMahindra Manulife Low Duration Fund - Regular Plan - Growth

DEBT

Low to Moderate

5.39%

Sundaram Low Duration Fund - GrowthSundaram Low Duration Fund - Growth

DEBT

Moderate

5.23%

Tata Treasury Advantage Fund - Regular Plan - GrowthTata Treasury Advantage Fund - Regular Plan - Growth

DEBT

Low to Moderate

4.82%

HSBC Low Duration Fund - GrowthHSBC Low Duration Fund - Growth

DEBT

Low to Moderate

2.76%

Show all Funds

Fund Managers

KG

Mr. Kaustubh GuptaFund Manager

Mr. KaustubhGupta has over 5 years of experience. Prior to joining BSLAMC, he worked with ICICI Bank Treasury.

MS

Mr. Mohit SharmaFund Manager

He has around 10 years of experience of which 7 years are in financial markets. He joined Birla Sun Life Asset Management Co. Ltd in October 2015. Prior to joining Birla Sun Life Asset Management Co. Ltd, 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 theEquity Research in Irevna Ltd (June 2005 - June 2006).

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Compare with similar Funds

Aditya Birla Sun Life Low Duration Fund - Growth

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PGIM India Low Duration Fund - Growth

Aditya Birla Sun Life Low Duration Fund - Growth

vs

Sundaram Low Duration Fund - Growth

Aditya Birla Sun Life Low Duration Fund - Growth

vs

Bandhan Low Duration Fund - Regular Plan - Growth

Aditya Birla Sun Life Low Duration Fund - Growth

vs

LIC MF Low Duration Fund - Growth

Aditya Birla Sun Life Low Duration Fund - Growth

vs

UTI Low Duration Fund - Regular Plan - Growth

Aditya Birla Sun Life Low Duration Fund - Growth

vs

HDFC Low Duration Fund - Growth

Aditya Birla Sun Life Low Duration Fund - Growth

vs

JM Low Duration Fund - Growth

Aditya Birla Sun Life Low Duration Fund - Growth

vs

Kotak Low Duration Fund - Growth

Aditya Birla Sun Life Low Duration Fund - Growth

vs

Axis Treasury Advantage Fund - Regular Plan - Growth

Aditya Birla Sun Life Low Duration Fund - Growth

vs

ICICI Prudential Savings Fund - Growth

FAQ's

What is the risk level associated with the Aditya Birla Sun Life Low Duration Fund - Growth?

The Aditya Birla Sun Life Low Duration Fund - Growth is a mutual fund that carries moderate risk.

What is the current NAV (Net Asset Value) of the Aditya Birla Sun Life Low Duration Fund - Growth as of Oct 11,2024?

The current NAV of the Aditya Birla Sun Life Low Duration Fund - Growth as of Oct 11,2024 is INR 623.65.

What are the returns generated by the Aditya Birla Sun Life Low Duration Fund - Growth over the past 1, 3, and 5 years?

The Aditya Birla Sun Life Low Duration Fund - Growth has provided returns of 6.72%, 5.33%, and 5.95% over the past 1, 3, and 5 years respectively.

What is the expense ratio associated with the Aditya Birla Sun Life Low Duration Fund - Growth?

The Aditya Birla Sun Life Low Duration Fund - Growth has a 1.2% expense ratio, making it a cost-effective investment option for those seeking low duration exposure.

What is the minimum investment amount required for the Aditya Birla Sun Life Low Duration Fund - Growth?

The Aditya Birla Sun Life Low Duration Fund - Growth has a minimum investment amount requirement of INR 100.

Is there a systematic investment plan (SIP) available for the Aditya Birla Sun Life Low Duration Fund - Growth?

Yes, SIP is available for Aditya Birla Sun Life Low Duration Fund - Growth with a minimum monthly investment of INR 100.

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