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Aditya Birla Sun Life Low duration Fund - Growth - Direct Plan
★★★★★ TopFund est.
TopFund Score (fallback rating)
- Calculated by: TopFund — used only when no third-party rating exists for this fund
- Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis
TopFund Score: 83/100 · Excellent
How this score is calculated
- Star rating (35%)5/5
- 3Y CAGR (30%)7.44%
- Expense ratio (20%)0.42%
- AUM (15%)₹9,914 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Aditya Birla Sun Life Mutual Fund · Income/Debt Oriented · Ultra Short to Short Term Fund
₹784.66
AUM: ₹9,913 Cr
NAV updated 17 days ago
Plan
Direct
Option
Growth
Risk
Low to Moderate
Expense Ratio
0.42%
Exit Load
Nil
Fund Manager
Mohit Sharma
Inception
Jan 2013
Benchmark
NIFTY Low Duration Debt Index A-I
Sharpe Ratio
0.22
Std Dev (1Y)
0.67%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.48%
3m
+1.74%
6m
+3.3%
1y
+6.45%
3y
+7.44%
5y
+6.77%
10y
+7.27%
since inception
+7.89%
TopFund's Take on Aditya Birla Sun Life Low duration Fund - Growth - Direct Plan
Aditya Birla Sun Life Low duration Fund - Growth - Direct Plan ranks among the stronger performers in the Ultra Short to Short Term Fund category, backed by a 5-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 83/100.
Cost: At 0.42%, the expense ratio runs 11% above the Ultra Short to Short Term Fund category average of 0.38%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a modest Sharpe ratio of 0.22 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 0.67% is on the lower side for a Ultra Short to Short Term Fund fund, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Income/Debt Oriented fund.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Aditya Birla Sun Life Low duration Fund - Growth - Direct Plan
The current NAV (Net Asset Value) of Aditya Birla Sun Life Low duration Fund - Growth - Direct Plan is ₹784.66. NAV is updated every business day after market close by AMFI.
1Y: 6.45% · 3Y CAGR: 7.44% · 5Y CAGR: 6.77%
The expense ratio of Aditya Birla Sun Life Low duration Fund - Growth - Direct Plan is 0.42% per annum. This is the annual fee charged by the fund to manage your investment.
Aditya Birla Sun Life Low duration Fund - Growth - Direct Plan is managed by Mohit Sharma at Aditya Birla Sun Life Mutual Fund.
Aditya Birla Sun Life Low duration Fund - Growth - Direct Plan is classified as a Low to Moderate risk fund. It is suitable for investors with a moderate risk appetite.
Aditya Birla Sun Life Low duration Fund - Growth - Direct Plan is a Ultra Short to Short Term Fund fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Aditya Birla Sun Life Low duration Fund - Growth - Direct Plan with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Aditya Birla Sun Life Low duration Fund - Growth - Direct Plan is ₹9,914 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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