• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life Low Duration (Growth)

Formerly Aditya BSL Cash Manager Reg Gr

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Low Duration (Growth)

DebtLow Duration
Top Ranked

596.6618

NAV (Feb 28)

5.2%
3 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within low duration mutual funds.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

Rolling Returns

Good

The performance of the fund on a Rolling Returns metric has been Good

Scripbox Recommended Debt Funds
Want the Debt funds that are right for your short term investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

596.6618

NAV (Feb 28)

Fund Returns

Last 1Y
6.9%
Last 3Y
5.2%
Last 5Y
6%
Last 10Y
6.9%
Since Inception
7.2%
6 Month CAGR
3.2%

Scheme Information

Investment Objective

The objective of the scheme is to provide income which is consistent with a portfolio through investments in a basket of debt and money market instruments of short maturities with a view to provide reasonable returns.

Expense Ratio
1.18
Launched (26y ago)
May 14, 1998
AUM in Crores
12877.417
ISIN
INF209K01LQ0
Lock-in
No Lock-in
Benchmark
Crisil Low Duration Debt TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
0.6
Standard Deviation (5yr)
0.9
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
-0.534
Sharpe Ratio (5yr)
0.948
YTM
8.05
Fund Managers

Kaustubh Gupta

Fund Manager

Mohit Sharma

Fund Manager

Dhaval Joshi

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Aditya Birla Sun Life Low Duration (Growth)70%8,46,471 1,13,8596%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-02-28

Top Debt Holdings

7.38% govt stock 2027

6.4%
6.4%

5.63% govt stock 2026

3.7%
3.7%

icici bank limited

3.3%
3.3%

kotak mahindra bank limited (formerly kotak mahindra finance limited)

3.3%
3.3%

small industries development bank of india

3%
3%
See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 45,939 cr

₹ 16,101 cr

₹ 13,073 cr

₹ 12,851 cr

₹ 10,720 cr

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 345,949 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 90 equity,370 debt and 20 hybrid funds.amc-img
022-43568000
care.mutualfunds@adityabirlacapital.com
Fund NameScripbox Opinion
Till Date CAGR

-

4.5%

5.6%

7.4%

5.6%

6.8%

5.6%

7.3%

5.6%

7.1%

Aditya Birla Sun Life Low Duration (G) Review

Aditya Birla Sun Life Low Duration (G) is a Low Duration Debt fund and has delivered an annualised return of 7.2% over a period of 25 years. The fund was previously known as Aditya BSL Cash Manager Reg Gr. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Dhaval Joshi, Kaustubh Gupta, Mohit Sharma.

Nav of Aditya Birla Sun Life Low Duration (G) as of 2/28/2024 is ₹596.66 with the total AUM as of 2/29/2024 is ₹12877.417. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Low Duration (G) was launched on May 14, 1998. The category risk of the fund is Moderate Risk.

The minimum SIP amount for Aditya Birla Sun Life Low Duration (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Aditya Birla Sun Life Low Duration (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to Crisil Low Duration Debt TR INR.

Aditya Birla Sun Life Low Duration (G) is rated as a 4 fund in Debt and delivered 6.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Aditya Birla Sun Life Low Duration (G).

Frequently Asked Questions

What is Aditya Birla Sun Life Low Duration (G)?

Aditya Birla Sun Life Low Duration (G) is a Low Duration Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

How to invest in Aditya Birla Sun Life Low Duration (G)?

You can invest in Aditya Birla Sun Life Low Duration (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Aditya Birla Sun Life Low Duration (G)?

The minimum sip amount for Aditya Birla Sun Life Low Duration (G) is ₹1000. You can invest in multiples of ₹5000.

Is Aditya Birla Sun Life Low Duration (G) good to invest in?

As per Scripbox experts, Aditya Birla Sun Life Low Duration (G) is a Top Ranked fund. You can investAditya Birla Sun Life Low Duration (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Aditya Birla Sun Life Low Duration (G)?

The expense ratio of the Aditya Birla Sun Life Low Duration (G) is 1.18% for regular plan.