- 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 Low Duration Fund Institutional (Growth)
₹ 407.4828
NAV (Sep 29)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 407.4828
NAV (Sep 29)
Fund Returns
Last 1Y | 6.7% |
Last 3Y | 4.8% |
Last 5Y | 6.2% |
Last 10Y | 7.1% |
Since Inception | 7.1% |
6 Month CAGR | 3.5% |
Scheme Information
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 (20y ago) | Apr 16, 2003 |
AUM in Crores | 12525.405 |
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) | 0.037 |
Sharpe Ratio (5yr) | 1.155 |
YTM | 7.53 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Aditya Birla Sun Life Low Duration Fund Institutional (Growth) | 8,50,655 | 1,18,043 | 6.2% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Debt Holdings
7.38% govt stock 2027
6%5.63% govt stock 2026
3.9%axis bank limited
3.8%kotak mahindra bank limited (formerly kotak mahindra finance limited)
3%small industries development bank of india
2.3%Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 44,468 cr | ||
₹ 18,357 cr | ||
₹ 10,408 cr | ||
₹ 14,357 cr | ||
₹ 9,121 cr |
About the AMC
Aditya Birla Sun Life AMC Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
- | 3.9% | ||
5.2% | 7.4% | ||
5.1% | 6.8% | ||
5.2% | 7.3% | ||
5.1% | 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 9/29/2023 is ₹407.48 with the total AUM as of 10/1/2023 is ₹12525.405. 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 6.7% 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)?
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.