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    • Aditya Birla Sun Life Low Duration Inc Dist cum Cap Wdrl (Dividend Payout - Weekly)

    Formerly Aditya BSL Low Duration Reg Wk DP

    Aditya Birla Sun Life Mutual Fund

    Aditya Birla Sun Life Low Duration Inc Dist cum Cap Wdrl (Dividend Payout - Weekly)

    DebtLow Duration

    Top Ranked

    100.9932

    NAV (Sep 23)

    6.2%
    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.

    Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

    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

    17,934 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

    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
    • graph-icon-gray
      No Lock-in
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      Expert Investing Only, Car, Down Payment

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    Historical NAV

    100.9932

    NAV (Sep 23)

    Fund Returns

    Last 1Y
    4.4%
    Last 3Y
    6.2%
    Last 5Y
    5.4%
    Last 10Y
    6.2%
    Since Inception
    5.8%
    6 Month CAGR
    2.3%
    info-icon-blue

    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

    risk-indicator-arrow.svg

    Low to Moderate Risk

    Expense Ratio
    1.22
    Launched (18y ago)
    Apr 16, 2003
    AUM in Crores
    17933.674
    ISIN
    Lock-in
    No Lock-in
    Benchmark
    NIFTY Low Duration Debt Index TR INR
    SIP Minimum
    0
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Kaustubh Gupta

    Fund Manager

    user-avatar

    Mohamed Irfan

    Fund Manager

    user-avatar

    Mohit Sharma

    Fund Manager

    calculator

    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    EPF70% ₹ 900,761 ₹ 168,1498.50%
    Property70% ₹ 867,662 ₹ 135,0507.00%
    PPF70% ₹ 869,819 ₹ 137,2077.10%
    Bank FD70% ₹ 846,471 ₹ 113,8596.00%
    Gold70% ₹ 846,471 ₹ 113,8596.00%
    Savings Bank70% ₹ 825,950 ₹ 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

    ₹ 13,951 cr

    5

    recommended-badge

    ₹ 33,662 cr

    5

    recommended-badge

    ₹ 11,134 cr

    5

    recommended-badge

    ₹ 31,274 cr

    5

    recommended-badge

    ₹ 24,210 cr

    5

    amc-icon

    About the AMC

    Aditya Birla Sun Life AMC Ltd

    Aditya Birla Sun Life AMC Ltd manages assets worth 315,409 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.

    amc-img

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

    17.8%

    15.1%

    recommended-badge

    5.1%

    7.1%

    top-ranked-badge

    5.1%

    6.9%

    top-ranked-badge

    5.1%

    7.2%

    top-ranked-badge

    5.1%

    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

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    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

    About Aditya Birla Sun Life Low Duration Inc Dist cum Cap Wdrl (D-W)

    About Aditya Birla Sun Life Low Duration Inc Dist cum Cap Wdrl (D-W)

    Aditya Birla Sun Life Low Duration Inc Dist cum Cap Wdrl (D-W) is a Low Duration Debt fund and has delivered an annualised return of 5.8% over a period of 18 years. The fund was previously known as Aditya BSL Low Duration Reg Wk DP . 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 Inc Dist cum Cap Wdrl (D-W) 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 Inc Dist cum Cap Wdrl (D-W) NAV,AUM,Risk

    The Aditya Birla Sun Life Low Duration Inc Dist cum Cap Wdrl (D-W) fund was launched on Apr 16, 2003. The NAV (Net Asset Value) of this Low Duration Debt fund as of 2021-09-23 is ₹100.99. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹17933.674. The category risk of the Aditya Birla Sun Life Low Duration Inc Dist cum Cap Wdrl (D-W) fund is Low to Moderate Risk. The fund charges 1.22 % as expense ratio.

    Aditya Birla Sun Life Low Duration Inc Dist cum Cap Wdrl (D-W) Holdings

    The fund’s highest allocation is towards Debt and has invested 69.9% in this asset class. The top three holdings of the fund are , 8.79% govt stock 2021 , reverse repo , 8.35% govt stock 2022 , 182 dtb 16122021 , govt stock , 8.92% madhya pradesh sdl 2022 , 06.58 od sdl 2022 , reliance industries limited , shriram transport finance company limited , national bank for agriculture and rural development , national bank for agriculture and rural development , jm financial credit solutions limited , rec limited , clearing corporation of india limited , shriram - city union finance limited , 04.75 hr sdl 2022 , national bank for agriculture and rural development , lic housing finance limited , axis bank limited , axis bank limited , housing development finance corporation limited , bajaj finance limited , power finance corporation limited , housing and urban development corporation limited , bajaj housing finance limited , rec limited , export-import bank of india , l&t finance limited , net receivables / (payables) , hdfc bank limited , bajaj housing finance limited , embassy office parks reit , india grid trust , housing and urban development corporation limited (hudco) , tata housing development company limited , aditya birla finance limited , housing development finance corporation limited , motherson sumi systems limited , housing development finance corporation limited , rural electrification corporation limited , housing development finance corporation limited , mahindra rural housing finance limited , sikka ports & terminals limited , national bank for agriculture and rural development , 8.90% andhra pradesh sdl 2022 , tata capital financial services limited , nabha power limited , power finance corporation limited , export-import bank of india , national bank for agriculture and rural development , lic housing finance limited , power finance corporation limited , power finance corporation limited , national bank for agriculture and rural development , nabha power limited , fullerton india credit company limited , larsen and toubro limited , 8.21% hr sdl spl 2022 , l&t finance limited , small industries development bank of india , small industries development bank of india , 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 , muthoot finance limited , rural electrification corporation limited , tata realty and infrastructure limited , 8.63% maharashtra sdl 2023 , rural electrification corporation limited , rural electrification corporation limited , mahindra & mahindra financial services ltd , 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 , housing and urban development corporation limited (hudco) , aditya birla 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 , indostar capital finance limited , lic housing finance limited , aditya birla finance limited , axis bank limited , rbl bank limited , national bank for agriculture and rural development , indusind bank limited , tata realty and infrastructure limited , rec limited , rural electrification corporation limited , bharti hexacom limited , aditya birla finance limited , 9.01% west bengal sdl 2022 , 8.80% andhra pradesh sdl 2022 , manappuram finance limited , l&t infrastructure finance company limited , l&t finance limited , tata capital financial services limited , 8.72% andhra pradesh sdl 2023 , 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 , housing and urban development corporation limited , power finance corporation limited , hdb financial services limited , bajaj finance 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 , 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 , reliance industries limited , 08.27% rj sdl spl 2022 , 8.93% jharkhand sdl 2022 , 8.92% punjab sdl 2022 , 6.90% oil mktg cos goi sb 2026 , 8.39% rj sdl spl 2023 , reliance industries limited , bajaj finance limited , rural electrification corporation limited , rural electrification corporation limited , housing and urban development corporation limited (hudco) , national bank for agriculture and rural development , rural electrification corporation limited , reliance industries limited , godrej industries limited , muthoot finance limited , rural electrification corporation limited , 8.62% maharashtra sdl 2023 , cholamandalam financial holdings limited , sundaram bnp paribas home finance limited , bharat oman refineries limited , 07.03% gj sdl 2021 , cholamandalam financial holdings limited , rec limited , housing development finance corporation limited , hero fincorp limited , u.p. power corporation limited , gs cg 22/2/2024 - (strips) strips , india (republic of) 0% , 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 , 08.55% rajasthan sdl spl 2022 , 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 , first business receivables trust , pipeline infrastructure private limited , rec limited , lic housing finance limited , rec limited , bajaj finance limited , hdb financial services limited , housing development finance corporation limited , sundaram finance limited , housing development finance corporation limited , vedanta limited

    Aditya Birla Sun Life Low Duration Inc Dist cum Cap Wdrl (D-W) 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 Inc Dist cum Cap Wdrl (D-W) 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 Inc Dist cum Cap Wdrl (D-W) Review

    Aditya Birla Sun Life Low Duration Inc Dist cum Cap Wdrl (D-W) 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 Inc Dist cum Cap Wdrl (D-W) 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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