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Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Money Manager Fund - Daily IDCW

★★★★★ 3rd-party

External rating

  • Source: Third-party data provider (Groww/CRISIL)
  • Original rating: 2/5, displayed as-is — TopFund does not modify third-party ratings
  • Refresh frequency: Whenever TopFund re-syncs this fund's data
  • Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria

Full rating methodology →

TopFund Score: 63/100 · Average

How this score is calculated

  • Star rating (35%)2/5
  • 3Y CAGR (30%)7.42%
  • Expense ratio (20%)0.22%
  • AUM (15%)₹29,877 Cr

Not investment advice — an analytical read of public fund data. Methodology →

Aditya Birla Sun Life Mutual Fund · Debt · Money Market

₹406.03

+306.01 (+305.95%)

AUM: ₹29,876 Cr

NAV updated 6 days ago

Plan

Direct

Option

Idcw

Risk

Low to Moderate

Expense Ratio

0.22%

Exit Load

Nil

Fund Manager

Kaustubh Gupta, Mohit Sharma

Inception

Jan 2013

Benchmark

CRISIL Money Market A-I Index

Sharpe Ratio

-22.25

Std Dev (1Y)

0.3%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

+0.64%

3m

+1.96%

6m

+3.68%

1y

+6.58%

3y

+7.42%

5y

+6.76%

10y

+6.84%

since inception

+11.91%

TopFund's Take on Aditya Birla Sun Life Money Manager Fund - Daily IDCW

Aditya Birla Sun Life Money Manager Fund - Daily IDCW sits in the middle of the pack for Money Market funds, currently carrying a 2-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 63/100.

Cost: At 0.22%, the expense ratio runs 38% above the Money Market category average of 0.16%. 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 negative Sharpe ratio of -22.25 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 0.3% is on the lower side for a Money Market fund, suggesting a comparatively smoother ride.

Who should invest: This fund is best suited to conservative investors prioritising capital stability and predictable income over high growth.

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

Financial 94.27%
Industrials 4.87%
Real Estate 0.80%
Diversified 0.72%
Healthcare 0.33%

Asset Allocation

Certificate of Deposit 63.46%
Commercial Paper 26.43%
State Development Loan 7.47%
Treasury Bills 6.15%
Reverse Repo 3.01%
Repo 0.98%
Alternative Investment Fund 0.27%

Frequently Asked Questions about Aditya Birla Sun Life Money Manager Fund - Daily IDCW

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

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