- Mutual Funds
- Aditya Birla Sun Life Mutual Fund
- Aditya Birla Sun Life Short Term Fund (G)
Aditya Birla Sun Life Short Term Fund (G)
₹ 44.5763
NAV (Sep 13)
Short Term 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.
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 44.5763
NAV (Sep 13)
Fund Returns
Last 1Y | 7.8% |
Last 3Y | 5.8% |
Last 5Y | 6.6% |
Last 10Y | 7.6% |
Since Inception | 7.2% |
6 Month CAGR | 3.9% |
Scheme Information
The scheme seeks to generate income and capital appreciation by investing 100% of the corpus in a diversified portfolio of debt and money market securities.
Expense Ratio | 1.01 |
Launched (0y ago) | 1.01 |
AUM in Crores | 8315.2 |
ISIN | INF209K01942 |
Lock-in | |
Benchmark | NIFTY Short Duration Debt Index A-II |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | 1 |
Beta | 1.7 |
Sharpe Ratio | 0.1 |
YTM |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Aditya Birla Sun Life Short Term Fund (G) | 8,59,997 | 1,27,385 | 6.6% | |
| 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
GOI
14%GOI
4.6%Small Industries Devp. Bank of India Ltd.
2.9%National Bank For Agriculture & Rural Development
2.8%Others
2.6%Comparison with Debt Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 9,577 cr | ||
₹ 15,209 cr | ||
₹ 4,457 cr | ||
₹ 8,093 cr | ||
₹ 4,566 cr |
About the AMC
Aditya Birla Sun Life Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6.089% | 7.403% | ||
- | 5.124% | ||
6.248% | 7.443% | ||
6.14% | 7.936% | ||
5.552% | 7.165% |
Aditya Birla Sun Life Short Term Fund (G) Review
Aditya Birla Sun Life Short Term Fund (G) is a Debt Debt fund and has delivered an annualised return of 7.244% over a period of 21 years. The fund is managed by Aditya Birla Sun Life Mutual Fund. The fund manager’s name is [object Object],[object Object],[object Object].
Nav of Aditya Birla Sun Life Short Term Fund (G) as of 9/13/2024 is ₹44.58 with the total AUM as of 9/14/2024 is ₹8315.201052. 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 2003-05-09. The category risk of the fund is Below Average.
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 Index A-II.
Aditya Birla Sun Life Short Term Fund (G) is rated as a 2 fund in Debt and delivered 7.768% 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)?
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 2 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 1.01% for regular plan.