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  • Aditya Birla Sun Life Low Duration Fund Institutional (Growth)

Formerly Aditya BSL Cash Manager Instl Gr

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Low Duration Fund Institutional (Growth)

DebtLow Duration

Top Ranked

370.0954

NAV (Oct 25)

6.9%
3 Year CAGR
Scripbox Opinion

Top Ranked

These are the top-ranked funds within low duration mutual funds.However, Scripbox does not recommend investing in low duration mutual funds.

Our analysis of this fundLearn how we rate funds ->

Track Record

18 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

17,722 Cr. Category leader in size

Impact of Interest Rate Changes

Moderate Interest Rate Risk. The impact on fund value is moderate when interest rates change

Credit Quality Of Fund's Portfolio

Moderate Credit Risk. The fund has a moderate credit quality compared to other debt funds

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Short Term Money

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  • graph-icon-gray
    Historical growth rate of 6.5% per annum
  • graph-icon-gray
    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only, Car, Down Payment

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Historical NAV

370.0954

NAV (Oct 25)

Fund Returns

Last 1Y
3.9%
Last 3Y
6.9%
Last 5Y
6.7%
Last 10Y
7.9%
Since Inception
7.3%
6 Month CAGR
2%
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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Low to Moderate Risk

Expense Ratio
1.23
Launched (18y ago)
Apr 16, 2003
AUM in Crores
17721.070
ISIN
INF209K01KE8
Lock-in
No Lock-in
Benchmark
NIFTY Low Duration Debt Index TR INR
SIP Minimum
0
Lumpsum Min.
5000
Fund Managers
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Kaustubh Gupta

Fund Manager

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Mohamed Irfan

Fund Manager

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Mohit Sharma

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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Short Term Money

Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

  • Inflation beating returns
    Inflation beating returns
  • Expert Investing Only, Car, Down Payment
    Expert Investing Only, Car, Down Payment
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record

Kotak Savings Fund (G)

recommended-badge

₹ 13,509 cr

5

recommended-badge

₹ 33,192 cr

5

recommended-badge

₹ 11,590 cr

5

recommended-badge

₹ 22,849 cr

5

recommended-badge

₹ 33,722 cr

5

amc-icon

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 313,741 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 83 equity,329 debt and 19 hybrid funds.

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  • tel-amc-about
    022-43568000
  • mail-amc-about
    care.mutualfunds@adityabirlacapital.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    recommended-badge

    21.5%

    15.1%

    recommended-badge

    5%

    7.1%

    top-ranked-badge

    5%

    6.9%

    top-ranked-badge

    5%

    7.2%

    top-ranked-badge

    4.9%

    6.8%

    growth

    Short Term Money

    Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

    • graph-icon-gray
      Historical growth rate of 6.5% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only, Car, Down Payment
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Kotak Savings Fund (Growth)

    Kotak Savings Fund (Growth)

    Debt

    Ultra Short

    ICICI Prudential Savings Fund (Growth)

    ICICI Prudential Savings Fund (Growth)

    Debt

    Low Duration

    Tata Liquid Fund (Growth)

    Tata Liquid Fund (Growth)

    Debt

    Liquid

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers
    We manage to deliver better strategies to people who trust us.

    We thrive on trust. You don’t need to just take our word for it! Get started with your wealth creation without worry.

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    Investing has helped me dream bigger for my life
    Dr. Shraddha BahirwaniSr. Dental Consultant

    About Aditya Birla Sun Life Low Duration Fund Institutional (G)

    About Aditya Birla Sun Life Low Duration Fund Institutional (G)

    Aditya Birla Sun Life Low Duration Fund Institutional (G) is a Low Duration Debt fund and has delivered an annualised return of 7.3% over a period of 18 years. The fund was previously known as Aditya BSL Cash Manager Instl Gr . The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Kaustubh Gupta, Mohamed Irfan, Mohit Sharma

    Aditya Birla Sun Life Low Duration Fund Institutional (G) 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. . However, there is no assurance that the objective of the scheme will be realized.

    Aditya Birla Sun Life Low Duration Fund Institutional (G) NAV,AUM,Risk

    The Aditya Birla Sun Life Low Duration Fund Institutional (G) fund was launched on Apr 16, 2003. The NAV (Net Asset Value) of this Low Duration Debt fund as of 2021-10-25 is ₹370.10. The total AUM (Asset Under Management) of the fund as of 26/10/2021 is ₹17721.07. The category risk of the Aditya Birla Sun Life Low Duration Fund Institutional (G) fund is Low to Moderate Risk. The fund charges 1.23 % as expense ratio.

    Aditya Birla Sun Life Low Duration Fund Institutional (G) Holdings

    The fund’s highest allocation is towards Debt and has invested 63.6% in this asset class. The top three holdings of the fund are , 8.79% govt stock 2021 , 8.35% govt stock 2022 , reverse repo , 182 dtb 16122021 , govt stock , 8.92% madhya pradesh sdl 2022 , 06.58 od sdl 2022 , net receivables / (payables) , reliance industries limited , shriram transport finance company limited , national bank for agriculture and rural development , jm financial credit solutions limited , 182 dtb 18112021 , national bank for agriculture and rural development , shriram - city union finance limited , rec limited , axis bank limited , 91 dtb 16122021 , national bank for agriculture and rural development , 04.75 hr sdl 2022 , axis bank limited , power finance corporation limited , bajaj housing finance limited , bajaj finance limited , rec limited , housing and urban development corporation limited , indusind bank limited , export-import bank of india , small industries development bank of india , mahindra rural housing finance limited , hdfc bank limited , bajaj housing finance limited , l&t finance limited , india grid trust , housing and urban development corporation limited (hudco) , tata housing development company limited , housing development finance corporation limited , embassy office parks reit , aditya birla finance limited , housing development finance corporation limited , rural electrification corporation limited , sikka ports & terminals limited , housing development finance corporation limited , 8.90% andhra pradesh sdl 2022 , small industries development bank of india , small industries development bank of india , tata capital financial services limited , power finance corporation limited , national bank for agriculture and rural development , national bank for agriculture and rural development , national bank for agriculture and rural development , power finance corporation limited , lic housing finance limited , muthoot finance limited , larsen and toubro limited , housing development finance corporation limited , fullerton india credit company limited , 8.21% hr sdl spl 2022 , rural electrification corporation limited , mahindra & mahindra financial services ltd , l&t finance limited , tata motors finance limited , gic housing finance limited , housing development finance corporation limited , shriram - city union finance limited , small industries development bank of india , gic housing finance limited , shriram city union finance limited , aditya birla finance limited , tata realty and infrastructure limited , rural electrification corporation limited , housing and urban development corporation limited (hudco) , aditya birla finance limited , lic housing finance limited , clearing corporation of india limited , tata cleantech capital limited , national bank for agriculture and rural development , national bank for agriculture and rural development , national bank for agriculture and rural development , indostar capital finance limited , tata capital financial services limited , lic housing finance limited , housing development finance corporation limited , cholamandalam investment and fin. co. ltd , tata capital limited , tata realty and infrastructure limited , rbl bank limited , national bank for agriculture and rural development , axis bank limited , export-import bank of india , indusind bank limited , tata realty and infrastructure limited , rec limited , bharti hexacom limited , rural electrification corporation limited , power finance corporation limited , aditya birla finance limited , embassy office parks reit , 9.01% west bengal sdl 2022 , 8.80% andhra pradesh sdl 2022 , manappuram finance limited , l&t infrastructure finance company limited , tata capital financial services limited , mahindra & mahindra financial services limited , cholamandalam investment and fin. co. ltd (cholamandalam dbs finance ltd) , indostar capital finance limited , power finance corporation limited , tata capital housing finance limited , muthoot finance limited , manappuram finance limited , hdb financial services limited , hdb financial services limited , power finance corporation limited , hdb financial services limited , l&t finance limited , hdfc bank limited , power finance corporation limited , hdb financial services limited , bajaj finance limited , housing and urban development corporation limited , manappuram finance limited , 8.21% hr sdl spl 2023 , l&t infrastructure finance company limited , fullerton india credit company limited , aditya birla housing finance limited , rural electrification corporation limited , rural electrification corporation limited , sundew properties limited , lic housing finance limited , hdfc credila financial services private limited , 8.44% up sdl spl 2023 , 8.29% andhra pradesh sdl 2026 , axis bank limited , 8.92% punjab sdl 2022 , 8.93% jharkhand sdl 2022 , 08.27% rj sdl spl 2022 , reliance industries limited , 6.90% oil mktg cos goi sb 2026 , reliance industries limited , rural electrification corporation limited , housing and urban development corporation limited (hudco) , rural electrification corporation limited , bajaj finance limited , national bank for agriculture and rural development , rural electrification corporation limited , reliance industries limited , muthoot finance limited , godrej industries limited , vedanta limited , rural electrification corporation limited , sundaram bnp paribas home finance limited , cholamandalam financial holdings limited , cholamandalam financial holdings limited , 07.03% gj sdl 2021 , hero fincorp limited , u.p. power corporation limited , gs cg 22/2/2024 - (strips) strips , gs cg 22/08/2024 - (strips) strips , canfin homes limited , goi 22.02.2025 gov , 8.18% hr sdl spl 2022 , 8.21% rj sdl spl 2023 , housing and urban development corporation limited , 8.39% rj sdl spl 2023 , u.p. power corporation limited , rural electrification corporation limited , india grid trust , 8.92% tamil nadu sdl 2022 , l&t housing finance limited , grasim industries limited , tata capital limited , 08.55% up spl 2022 , 08.71% up sdl spl 2022 , pipeline infrastructure private limited , rec limited , lic housing finance limited , hdb financial services limited , bajaj finance limited , housing development finance corporation limited , sundaram finance limited , 08.55% rajasthan sdl spl 2022

    Aditya Birla Sun Life Low Duration Fund Institutional (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹null 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.

    Aditya Birla Sun Life Low Duration Fund Institutional (G) Investment volatility and Horizon

    This fund 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 NIFTY Low Duration Debt Index TR INR.

    Aditya Birla Sun Life Low Duration Fund Institutional (G) Review

    Aditya Birla Sun Life Low Duration Fund Institutional (G) has a score of 4 on a scale of 5. The fund has a score of 5 out of 5 based on historical performance. As compared to the other funds in its category, Aditya Birla Sun Life Low Duration Fund Institutional (G) has a score of 5out of 5 The credit risk of the fund is 3 out of 5 as compared to other debt funds.

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