• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life Short Term Fund (Growth)

Formerly Aditya BSL Short Term Opp Reg Gr

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Short Term Fund (Growth)

DebtShort Term

Top Ranked

39.6102

NAV (Jan 27)

6.4%
3 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within short term mutual funds.

Short Term Funds invest in debt and money market instruments such that the duration of the portfolio is between 1 to 3 years.This exposes them to higher variations when interest rates change.

The category is one of the largest categories within the Debt Segment (9% of the total assets).

We assess the credit quality of funds in this category as relatively poor.We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher credit risk and higher interest rate risk.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

Rolling Returns

Category Leader

The fund has been a Category Leader on the Rolling Returns metric

Scripbox Recommended Debt Funds
Want the Debt funds that are right for your short term investment needs?Learn more

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

39.6102

NAV (Jan 27)

Fund Returns

Last 1Y

4.4%

Last 3Y

6.4%

Last 5Y

6.8%

Last 10Y

8%

Since Inception

7.2%

6 Month CAGR

2.8%

Scheme Information

Investment Objective

The investment objective of the Scheme is to generate income and capital appreciation by investing 100% of the corpus in a diversified portfolio of debt and money market securities.

Expense Ratio

1.1

Launched (20y ago)

May 09, 2003

AUM in Crores

ISIN

INF209K01942

Lock-in

No Lock-in

Benchmark

Nifty Short Duration Debt TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

2.1

Standard Deviation (5yr)

1.9

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0.944

Sharpe Ratio (5yr)

0.848

YTM

7.81

Fund Managers

Mohit Sharma

Fund Manager

Kaustubh Gupta

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Aditya Birla Sun Life Short Term Fund (Growth)70%863,369 130,7576.8%
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.

Asset allocation and Holdings

Last updated on 2023-01-27

Top Debt Holdings

7.26% govt stock 2032

6.5%
6.5%

small industries development bank of india

3.4%
3.4%

net receivables / (payables)

2.9%
2.9%

housing development finance corporation ltd

2.6%
2.6%

state bank of india

2.6%
2.6%
See all holdings

Compare Aditya Birla Sun Life Short Term Fund (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 52,076 cr

₹ 15,112 cr

₹ 16,307 cr

-

₹ 52,076 cr

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 261,822 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 83 equity,338 debt and 16 hybrid funds.

amc-img

  • 022-43568000
  • care.mutualfunds@adityabirlacapital.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    -

    2.6%

    5.2%

    7.4%

    5.1%

    6.7%

    5.2%

    7.3%

    5.1%

    7%

    Aditya Birla Sun Life Short Term Fund (G) Review

    Aditya Birla Sun Life Short Term Fund (G) is a Short Term Debt fund and has delivered an annualised return of 7.2% over a period of 19 years. The fund was previously known as Aditya BSL Short Term Opp Reg Gr. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Kaustubh Gupta, Mohit Sharma.

    Nav of Aditya Birla Sun Life Short Term Fund (G) as of 1/27/2023 is ₹39.61 with the total AUM as of 1/28/2023 is ₹null. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Short Term Fund (G) was launched on May 09, 2003. The category risk of the fund is Moderate Risk.

    The minimum SIP amount for Aditya Birla Sun Life Short Term Fund (G) is ₹1000 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 Short Term Fund (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 Nifty Short Duration Debt TR INR.

    Aditya Birla Sun Life Short Term Fund (G) is rated as a 4 fund in Debt and delivered 4.4% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Aditya Birla Sun Life Short Term Fund (G).

    Frequently Asked Questions

    What is Aditya Birla Sun Life Short Term Fund (G)?

    Aditya Birla Sun Life Short Term Fund (G) is a Short Term 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 Short Term Fund (G)?

    You can invest in Aditya Birla Sun Life Short Term Fund (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 Short Term Fund (G)?

    The minimum sip amount for Aditya Birla Sun Life Short Term Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Aditya Birla Sun Life Short Term Fund (G) good to invest in?

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

    The expense ratio of the Aditya Birla Sun Life Short Term Fund (G) is 1.1% for regular plan.