Aditya Birla Sun Life Short Term Fund Growth Direct Plan

46.23
NAV (Apr 19,2024)

Aditya Birla Sun Life Short Term Fund - Growth - Direct Plan is a popular mutual fund option with a low expense ratio of 0.38%. It has a total scheme AUM (assets under management) of INR 6,778.43 crore. The minimum investment required for this fund is just INR 1,000. This fund has no lock-in period, providing flexibility to investors. Established on January 1, 2013, it has a proven track record of delivering strong returns.

Aditya Birla Sun Life Short Term Fund Growth Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Aditya Birla Sun Life Short Term Fund Growth Direct Plan 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

    0.29
  • Sortino
    UM_URBAN_MONEY

    0.58

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.38%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

6778.43 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹1000.00

Scheme Riskometer

Investors understand that their principal will be at
Moderate

Investment Return Calculator

as on Apr 23, 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 %)

10,182.45 (1.82%)10,407.18 (4.07%)10,740.74 (7.41%)11,973.02 (19.73%)14,408.63 (44.09%)
30,547.35 (1.82%)31,221.54 (4.07%)32,222.22 (7.41%)35,919.06 (19.73%)43,225.89 (44.09%)
50,912.25 (1.82%)52,035.9 (4.07%)53,703.7 (7.41%)59,865.1 (19.73%)72,043.15 (44.09%)
81,459.6 (1.82%)83,257.44 (4.07%)85,925.92 (7.41%)95,784.16 (19.73%)1,15,269.04 (44.09%)
1,01,824.5 (1.82%)1,04,071.8 (4.07%)1,07,407.4 (7.41%)1,19,730.2 (19.73%)1,44,086.3 (44.09%)

Calculate Your Mutual Fund Returns

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

Total investment

+

Profit

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Government of India39.51%
  • ICICI Bank Limited6.92%
  • HDFC Bank Limited3.44%
  • Embassy Office Parks REIT2.93%
  • Axis Bank Limited2.81%
  • Shriram Finance Ltd2.79%
  • DME Development Limited FRN2.73%
  • First Business Receivables Trust2.54%
  • Bharti Telecom Limited2.21%
  • HDFC Bank Limited FRN2.20%
  • Tata Capital Limited1.68%
  • Mindspace Business Parks REIT1.61%
  • Power Finance Corporation Limited1.54%
  • Sundew Properties Limited1.49%
  • Bharti Telecom Limited FRN1.48%
  • Net Receivables Payables1.21%
  • National Bank For Agriculture and Rural Development1.11%
  • Clearing Corporation of India Limited1.10%
  • Summit Digitel Infrastructure Private Limited1.07%
  • TMF Holdings Limited1.02%
  • IndInfravit Trust1.01%
  • JM Financial Products Limited0.95%
  • Tata Motors Finance Ltd0.88%
  • GOI DEC STRIPS0.84%
  • Axis Finance Limited FRN0.81%
  • Fullerton India Home Finance Company Limited0.74%
  • Vedanta Limited FRN0.74%
  • REC Limited0.74%
  • Larsen & Toubro Limited0.73%
  • Hinduja Housing Finance Ltd0.73%
  • JM Financial Credit Solutions Ltd0.73%
  • Tata Capital Housing Finance Limited0.73%
  • State Bank of India0.71%
  • Panatone Finvest Limited0.68%
  • Sharekhan Ltd0.68%
  • Kotak Mahindra Prime Limited0.66%
  • State Government Securities0.66%
  • Nexus Select Trust0.51%
  • Punjab National Bank0.51%
  • Small Industries Development Bank of India0.51%
  • Mahindra Rural Housing Finance Limited FRN0.44%
  • Muthoot Finance Limited0.37%
  • Cholamandalam Financial Holdings Limited0.37%
  • GOI DEC STRIPS SR0.37%
  • Sikka Ports and Terminals Limited0.36%
  • GOI AUG STRIPS0.31%
  • GOI JUN STRIPS0.31%
  • Pipeline Infrastructure Limited0.30%
  • GOI FEB STRIPS0.29%
  • SBI Corporate Debt Market Development Fund A Units0.25%
  • HDFC Credila Financial Services Pvt Limited FRN0.22%
  • Reliance Industries Limited0.15%
  • TATA Realty & Infrastructure Limited0.15%
  • GOI JUN STRIPS SR0.13%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

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

ICICI Prudential Short Term Fund - GrowthICICI Prudential Short Term Fund - Growth

DEBT

Moderate

7.05%

Baroda BNP Paribas Short Duration Fund - Regular Plan - GrowthBaroda BNP Paribas Short Duration Fund - Regular Plan - Growth

DEBT

Moderate

6.91%

Axis Short Term Fund - Regular Plan - GrowthAxis Short Term Fund - Regular Plan - Growth

DEBT

Moderate

6.75%

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

DEBT

Moderate

6.71%

Nippon India Short Term Fund - GrowthNippon India Short Term Fund - Growth

DEBT

Moderate

6.69%

IDBI Short Term Bond Fund - GrowthIDBI Short Term Bond Fund - Growth

DEBT

Low to Moderate

6.46%

SBI Short Term Debt Fund - Regular Plan - GrowthSBI Short Term Debt Fund - Regular Plan - Growth

DEBT

Moderate

6.38%

JM Short Duration Fund - Regular Plan - GrowthJM Short Duration Fund - Regular Plan - Growth

DEBT

Low

6.26%

HSBC Short Duration Fund - GrowthHSBC Short Duration Fund - Growth

DEBT

Low to Moderate

4.52%

Franklin India Short Term Income Plan - GrowthFranklin India Short Term Income Plan - Growth

DEBT

Very High

1.09%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

ICICI Prudential Short Term Fund - GrowthICICI Prudential Short Term Fund - Growth

DEBT

Moderate

7.61%

Axis Short Term Fund - Regular Plan - GrowthAxis Short Term Fund - Regular Plan - Growth

DEBT

Moderate

7.04%

Nippon India Short Term Fund - GrowthNippon India Short Term Fund - Growth

DEBT

Moderate

7.03%

SBI Short Term Debt Fund - Regular Plan - GrowthSBI Short Term Debt Fund - Regular Plan - Growth

DEBT

Moderate

6.82%

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

DEBT

Moderate

6.82%

Baroda BNP Paribas Short Duration Fund - Regular Plan - GrowthBaroda BNP Paribas Short Duration Fund - Regular Plan - Growth

DEBT

Moderate

6.62%

IDBI Short Term Bond Fund - GrowthIDBI Short Term Bond Fund - Growth

DEBT

Low to Moderate

6.28%

Franklin India Short Term Income Plan - GrowthFranklin India Short Term Income Plan - Growth

DEBT

Very High

5.72%

JM Short Duration Fund - Regular Plan - GrowthJM Short Duration Fund - Regular Plan - Growth

DEBT

Low

5.67%

HSBC Short Duration Fund - GrowthHSBC Short Duration Fund - Growth

DEBT

Low to Moderate

2.46%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Franklin India Short Term Income Plan - GrowthFranklin India Short Term Income Plan - Growth

DEBT

Very High

9.84%

IDBI Short Term Bond Fund - GrowthIDBI Short Term Bond Fund - Growth

DEBT

Low to Moderate

7.22%

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

DEBT

Moderate

6.76%

ICICI Prudential Short Term Fund - GrowthICICI Prudential Short Term Fund - Growth

DEBT

Moderate

5.61%

HDFC Short Term Debt Fund - GrowthHDFC Short Term Debt Fund - Growth

DEBT

Moderate

5.23%

Nippon India Short Term Fund - GrowthNippon India Short Term Fund - Growth

DEBT

Moderate

5.18%

Axis Short Term Fund - Regular Plan - GrowthAxis Short Term Fund - Regular Plan - Growth

DEBT

Moderate

5.07%

Baroda BNP Paribas Short Duration Fund - Regular Plan - GrowthBaroda BNP Paribas Short Duration Fund - Regular Plan - Growth

DEBT

Moderate

4.92%

SBI Short Term Debt Fund - Regular Plan - GrowthSBI Short Term Debt Fund - Regular Plan - Growth

DEBT

Moderate

4.74%

HSBC Short Duration Fund - GrowthHSBC Short Duration Fund - Growth

DEBT

Low to Moderate

3.63%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

ICICI Prudential Short Term Fund - GrowthICICI Prudential Short Term Fund - Growth

DEBT

Moderate

7.26%

HDFC Short Term Debt Fund - GrowthHDFC Short Term Debt Fund - Growth

DEBT

Moderate

7.06%

Axis Short Term Fund - Regular Plan - GrowthAxis Short Term Fund - Regular Plan - Growth

DEBT

Moderate

6.80%

SBI Short Term Debt Fund - Regular Plan - GrowthSBI Short Term Debt Fund - Regular Plan - Growth

DEBT

Moderate

6.47%

IDBI Short Term Bond Fund - GrowthIDBI Short Term Bond Fund - Growth

DEBT

Low to Moderate

6.30%

Baroda BNP Paribas Short Duration Fund - Regular Plan - GrowthBaroda BNP Paribas Short Duration Fund - Regular Plan - Growth

DEBT

Moderate

5.91%

Invesco India Short Duration Fund - GrowthInvesco India Short Duration Fund - Growth

DEBT

Moderate

5.89%

Franklin India Short Term Income Plan - GrowthFranklin India Short Term Income Plan - Growth

DEBT

Very High

5.56%

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

DEBT

Moderate

5.14%

HSBC Short Duration Fund - GrowthHSBC Short Duration Fund - Growth

DEBT

Low to Moderate

3.14%

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).

Get your latest Credit Score, FREE

Compare with similar Funds

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

vs

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

vs

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

vs

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

vs

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

vs

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

vs

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

vs

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

vs

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

vs

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

vs

Mutual Funds Calculator

Mutual Funds Guide

Get in-depth knowledge about all things related to Mutual Funds and your finances

Mar 12, 2024

International Mutual Funds

\International mutual funds are hidden gems in investment. These ideally allow you to invest in different countries, empowering you to diversify the portfolio across various economies, currencies, and sectors. Internatio

Feb 29, 2024

​​10 Best SIP Plans for Rs. 1000

The need for disciplined and strategic investment is becoming increasingly apparent as the financial industry develops and changes. Investing in your future has never been easier or more accessible than with the 10 best

Feb 29, 2024

How to Invest in SIP

Mutual funds are the new piggy banks. Everyone looking to multiply their wealth via mutual funds ponders over one perennial question – how to invest in a SIP? While it might sound very complex and tedious, it actua

Feb 29, 2024

Best Investment Plan for 1 Year

 For those seeking relatively quick returns or managing financial goals within a limited timeframe, mutual funds could make a substantial difference. Mutual funds, essentially pools of money managed by professionals, pro

Feb 29, 2024

How to stop a Mutual Fund SIP?

Investing in mutual funds through a Systematic Investment Plan (SIP) is a widely embraced strategy for those looking to gradually build wealth with disciplined and consistent contributions. However, life’s uncertai

Feb 29, 2024

Withdrawing from Mutual Funds

When it comes to managing your investments, mutual funds are a popular choice for those looking to expand their portfolio and earn steady returns. However, there may come a time when you need to withdraw money from your

Feb 29, 2024

Flexi Cap Fund

Are you tired of the same old mutual funds that limit your investment options and returns? Do you want to explore the full potential of the stock market and invest in the best companies across all sizes and sectors? If y

Feb 29, 2024

STCG Tax on Mutual Fund

As an investor in mutual funds, you may be aware of the various benefits they offer, such as diversification, professional management, and liquidity. But do you also know about the tax implications of your mutual fund in

Feb 29, 2024

Conservative Hybrid Funds

A conservative hybrid fund is known as a low-risk investment option. The name gives you a fair idea of a conservative hybrid fund’s associated risk, offering a unique combination of safety, stability, and potential

Feb 29, 2024

Fund of Funds (FOFs)

Are you looking for a way to diversify your investments and access a variety of funds with different strategies and asset classes? If yes, then you might want to consider Fund of Funds (FOFs) as an option. FOFs are mutua

Feb 28, 2024

Expense Ratios: Calculations, Components, and Investment Impact

The expense ratio is one of the most critical yet often overlooked aspects of investing in mutual funds and ETFs. Whether you’re a seasoned investor or just starting to dip your toes into finance, understanding thi

Feb 28, 2024

Total Expense Ratio (TER)

The Total Expense Ratio (TER) is a significant indicator of the expenses associated with overseeing and running an investment fund, like a mutual fund or Exchange-Traded Fund (ETF). Calculated as a percentage of the fund

Feb 14, 2024

Indexation in Mutual Funds

‘Indexation’ is a pivotal term for investors during decision-making. It is also considered vital to reduce tax liabilities associated with investments, especially in debt mutual funds. Although calculating In

Feb 13, 2024

Yield to Maturity

Yield to Maturity (YTM) stands out as a pivotal concept among investors. It’s a term that often bounces around in financial discussions, yet its understanding remains elusive to many. Whether you’re a novice

Feb 07, 2024

What is Arbitrage Fund

Arbitrage funds are a type of investment strategy. I.e., the funds generate income by simultaneously buying and selling securities in various markets for different prices. As exploiting the price differences between the

Urban Money