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Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
★★★★★ 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
TopFund Score: 61/100 · Average
How this score is calculated
- Star rating (35%)2/5
- 3Y CAGR (30%)7.37%
- Expense ratio (20%)0.42%
- AUM (15%)₹9,727 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Aditya Birla Sun Life Mutual Fund · Debt · Low Duration
₹784.49
AUM: ₹9,726 Cr
NAV updated 8 days ago
Plan
Regular
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
-0.89
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
+0.38%
3m
+1.61%
6m
+3.23%
1y
+6.27%
3y
+7.37%
5y
+6.75%
10y
+7.25%
since inception
+7.75%
TopFund's Take on Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan sits in the middle of the pack for Low Duration 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 61/100.
Cost: At 0.42%, the expense ratio runs 75% above the Low Duration category average of 0.24%. 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 -0.89 — 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 for a Low Duration fund, 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.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
The current NAV (Net Asset Value) of Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan is ₹784.49. NAV is updated every business day after market close by AMFI.
1Y: 6.27% · 3Y CAGR: 7.37% · 5Y CAGR: 6.75%
The expense ratio of Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan is 0.42% per annum. This is the annual fee charged by the fund to manage your investment.
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan is managed by Mohit Sharma at Aditya Birla Sun Life Mutual Fund.
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan is classified as a Low to Moderate risk fund. It is suitable for investors with a moderate risk appetite.
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan is a Low Duration fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Aditya Birla Sun Life Short Term Fund - Growth - Regular 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 Short Term Fund - Growth - Regular Plan is ₹9,727 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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