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Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Money Manager Fund - Direct - daily IDCW

★★★★★ 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

Full rating methodology →

TopFund Score: 55/100 · Average

How this score is calculated

  • Star rating (35%)3/5
  • 3Y CAGR (30%)0.0%
  • Expense ratio (20%)0.22%
  • AUM (15%)₹27,383 Cr

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

Aditya Birla Sun Life Mutual Fund · Debt · Money Market Fund

₹100.02

+0.0 (+0.0%)

AUM: ₹27,383 Cr

NAV updated 27 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

-23.05

Std Dev (1Y)

0.29%

Historical Returns (CAGR)

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

1m

+0.0%

3m

+0.05%

6m

+0.0%

1y

-0.26%

3y

+0.0%

5y

+0.0%

10y

+0.0%

since inception

+0.0%

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

Aditya Birla Sun Life Money Manager Fund - Direct - daily IDCW sits in the middle of the pack for Money Market Fund funds, currently carrying a 3-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 55/100.

Cost: At 0.22%, the expense ratio is meaningfully cheaper — about 45% below the Money Market Fund category average of 0.4% (based on 29 comparable funds). Lower costs compound in your favour over long holding periods.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -23.05 — 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 0.29% is on the lower side for a Money Market Fund 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 92.38%
Industrials 6.51%
Real Estate 0.87%
Diversified 0.78%

Asset Allocation

Certificate of Deposit 62.95%
Commercial Paper 26.99%
State Development Loan 10.32%
Treasury Bills 3.87%
Reverse Repo 0.40%
Alternative Investment Fund 0.29%

Fund Snapshot

Scheme Code 119513
NAV Date 31 Aug 2026
AUM ₹27,383 Cr
Status Active

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

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

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