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Aditya Birla Sun Life Low Duration Fund Institutional (Dividend Reinvestment - Weekly)

Debt

Low Duration

₹ 99.91

NAV (APR 30)

Scripbox Opinion

Neutral

Scripbox recommends other funds for investment in low duration.

Click here to see our recommendations.

Low Duration funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.

Our analysis of this fund Learn how we rate funds ->
Our analysis of this fund Learn how we rate funds ->

Track Record

17 Years

The fund has an extended history for analysis and the track record is excellent

Relative Size

14,807 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

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.

Learn why choose a plan over a fund ->
  • Historical growth rate of 6.50% per annum
  • Recommended Duration 1-5 years
  • No Lock-in
  • Vacation, Car, Down payment
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Historical NAV

99.91

NAV (APR 30)

SIP Calculator

Investing Duration 5 years

Total Investment

Wealth Gained

Total Corpus Created

With assumed returns of 6.25%
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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

Moderately Low

Moderate

Moderately High

High

Moderately Low risk

1.23%

Expense Ratio

16th Apr, 2003

Launched (17y ago)

₹ 14,807

AUM in Crores

INF209K01KG3

No Lock-in

NIFTY Low Duration Debt Index TR INR

Benchmark

₹ 0

SIP Minimum

₹ 5000

Lumpsum Min.

Fund Managers

Kaustubh Gupta

Fund Manager

Mohit Sharma

Fund Manager

Returns Calculator Comparison

of

for

Instrument Returns Total Corpus Gains Annualised %
Mutual Fund 70% 11.25%
EPF 70%
Property 70%
PPF 70%
Bank FD 70%
Gold 70%
Savings Bank 70%

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 27th October 2020

Top Stock Holdings

Net Receivables / (Payables)

12%

Clearing Corporation Of India Limited

10%

8.12% Govt Stock 2020

5%

National Bank For Agriculture And Rural Development

3%

Bharat Petroleum Corporation Limited

3%
See all holdings
allocation by market cap

Comparison with Debt Funds

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.

  • Indicative returns of 6.50% annually
  • Recommended Duration 1-5 years
  • No Lock-in
  • Vacation, Car, Down payment
  • One-click investing and tracking
  • Zero fees for all your investments

SIP Calculator

Investment Duration 5 years

₹12,37,295

Total Investment

₹12,37,295

Wealth Gained

₹12,37,295

Total Corpus Created

With assumed returns of 6.25%
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How does Scripbox rate funds?

Proprietary 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.

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.

Top Ranked

These funds are the top performers within a category of mutual funds considering a combination of criteria. The best amongst these funds are also labelled as Scripbox Recommended.

Scripbox algorithm classifies funds as "not recommended" when they perform poorly on a combination of criteria. These funds are usually the poorest performers within a category.

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Track Record

We look at consistent and long historical performance for our analysis

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Relative Size

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

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Category View

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

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Consistency Of Performance

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

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Track Record

We look at consistent and long historical performance for our analysis

calender

Relative Size

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

calender

Impact of Interest Rates

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

calender

Credit Quality Of Fund’s Portfolio

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

Equity Funds

Debt Funds

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About Aditya Birla Sun Life Low Duration Fund Institutional (Dividend Reinvestment - Weekly)

About Aditya Birla Sun Life Low Duration Fund Institutional (Dividend Reinvestment - Weekly)

Aditya Birla Sun Life Low Duration Fund Institutional (Dividend Reinvestment - Weekly) is a Low Duration Debt fund and has delivered an annualised return of 5.83% over a period of 17 years. The fund was previously known as Aditya BSL Cash Manager Instl Wk DR. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Kaustubh Gupta, Mohit Sharma.

Aditya Birla Sun Life Low Duration Fund Institutional (Dividend Reinvestment - Weekly) 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 (Dividend Reinvestment - Weekly) NAV, AUM and Risk

The fund was launched on 2003-04-16. The NAV of the fund as of 2020-04-30 is ₹ 99.91. The total AUM of the fund as of 2020-04-30 is ₹ 14,807 Cr. The category risk of the fund is Moderately Low risk

The fund charges 1.23 % as expense ratio.

Aditya Birla Sun Life Low Duration Fund Institutional (Dividend Reinvestment - Weekly) Holdings

The fund’s highest allocation is towards debt and has invested 65.14% in this asset class. The top three holdings of the fund are net receivables / (payables), clearing corporation of india limited and 8.12% govt stock 2020.

Aditya Birla Sun Life Low Duration Fund Institutional (Dividend Reinvestment - Weekly) SIP

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

Aditya Birla Sun Life Low Duration Fund Institutional (Dividend Reinvestment - Weekly) 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.