• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • 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

421.9817

NAV (Apr 05)

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

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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

421.9817

NAV (Apr 5)

Fund Returns

Last 1Y
7%
Last 3Y
5.2%
Last 5Y
6%
Last 10Y
6.9%
Since Inception
7.1%
6 Month CAGR
3.4%

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
1.19
Launched (21y ago)
Apr 16, 2003
AUM in Crores
11206.257
ISIN
INF209K01KE8
Lock-in
No Lock-in
Benchmark
Crisil Low Duration Debt TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
0.6
Standard Deviation (5yr)
0.9
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
-0.444
Sharpe Ratio (5yr)
0.917
YTM
8.04
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 Fund Institutional (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 2024-04-05

Top Debt Holdings

7.38% govt stock 2027

6.8%
6.8%

5.63% govt stock 2026

3.9%
3.9%

kotak mahindra bank limited (formerly kotak mahindra finance limited)

3.5%
3.5%

icici bank limited

3.5%
3.5%

small industries development bank of india

3.2%
3.2%
See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)

₹ 4,910 cr

₹ 10,279 cr

₹ 45,349 cr

₹ 14,455 cr

₹ 13,853 cr

amc-img

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 350,674 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
phone-img022-43568000
Fund NameScripbox Opinion
Till Date CAGR

-

4.6%

5.7%

7.4%

5.8%

6.8%

5.7%

7.3%

5.8%

7.1%

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

Aditya Birla Sun Life Low Duration Fund Institutional (G) is a Low Duration Debt fund and has delivered an annualised return of 7.1% over a period of 20 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 Dhaval Joshi, Kaustubh Gupta, Mohit Sharma.

Nav of Aditya Birla Sun Life Low Duration Fund Institutional (G) as of 4/5/2024 is ₹421.98 with the total AUM as of 4/8/2024 is ₹11206.257. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Low Duration Fund Institutional (G) was launched on Apr 16, 2003. The category risk of the fund is Moderate Risk.

The minimum SIP amount for Aditya Birla Sun Life Low Duration Fund Institutional (G) is ₹0 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 Fund Institutional (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 Fund Institutional (G) is rated as a 4 fund in Debt and delivered 7% 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 Fund Institutional (G).

Frequently Asked Questions

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

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

You can invest in Aditya Birla Sun Life Low Duration Fund Institutional (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 Fund Institutional (G)?

The minimum sip amount for Aditya Birla Sun Life Low Duration Fund Institutional (G) is ₹0. You can invest in multiples of ₹5000.

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

As per Scripbox experts, Aditya Birla Sun Life Low Duration Fund Institutional (G) is a Top Ranked fund. You can investAditya Birla Sun Life Low Duration Fund Institutional (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 Fund Institutional (G)?

The expense ratio of the Aditya Birla Sun Life Low Duration Fund Institutional (G) is 1.19% for regular plan.