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Aditya Birla Sun Life Short Term Fund - Growth - Direct Plan
★★★★★ monitor_heart Health Score: 69/100 · GoodAditya Birla Sun Life Mutual Fund · Debt · Short Duration
₹54.97
AUM: ₹5,792 Cr
NAV updated 8 days ago
Plan
Direct
Option
Growth
Risk
Moderate
Expense Ratio
0.36%
Exit Load
Nil
Fund Manager
Maneesh Dangi, Kaustubh Gupta
Inception
Jan 2013
Benchmark
NIFTY Short Duration Debt Index A-II
Sharpe Ratio
-0.2
Std Dev (1Y)
1.2%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.78%
3m
+1.96%
6m
+3.4%
1y
+6.01%
3y
+7.8%
5y
+6.98%
10y
+7.73%
since inception
+8.5%
rate_review TopFund's Take on Aditya Birla Sun Life Short Term Fund - Growth - Direct Plan
Aditya Birla Sun Life Short Term Fund - Growth - Direct Plan holds up reasonably well within the Short Duration category, 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 69/100.
Cost: At 0.36%, the expense ratio is roughly in line with the Short Duration category average of 0.37% — cost isn't a standout factor either way for this fund.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.2 — 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 1.2% is on the lower side, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Debt 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.
donut_small Sector Allocation
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info Fund Snapshot
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Frequently Asked Questions about Aditya Birla Sun Life Short Term Fund - Growth - Direct Plan
The current NAV (Net Asset Value) of Aditya Birla Sun Life Short Term Fund - Growth - Direct Plan is ₹54.97. NAV is updated every business day after market close by AMFI.
1Y: 6.01% · 3Y CAGR: 7.8% · 5Y CAGR: 6.98%
The expense ratio is 0.36% per annum — the annual fee deducted from your investment to cover fund management costs.
Aditya Birla Sun Life Short Term Fund - Growth - Direct Plan is managed by Maneesh Dangi, Kaustubh Gupta at Aditya Birla Sun Life Mutual Fund.
Aditya Birla Sun Life Short Term Fund - Growth - Direct Plan is a Moderate risk fund. Suitable for investors with a moderate risk appetite.
Aditya Birla Sun Life Short Term Fund - Growth - Direct Plan is a Short Duration fund. SIP suitability depends on your investment goal and risk profile.
The Assets Under Management (AUM) of Aditya Birla Sun Life Short Term Fund - Growth - Direct Plan is ₹5,793 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.