• 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

43.6276

NAV (Jun 14)

5.5%
3 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in short term mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Good

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

Rolling Returns

Good

The performance of the fund on a Rolling Returns metric has been Good

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

43.6276

NAV (Jun 14)

Fund Returns

Last 1Y
6.8%
Last 3Y
5.5%
Last 5Y
6.7%
Last 10Y
7.5%
Since Inception
7.2%
6 Month CAGR
3.8%

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
1.07
Launched (21y ago)
May 09, 2003
AUM in Crores
7497.009
ISIN
INF209K01942
Lock-in
No Lock-in
Benchmark
Nifty Short Duration Debt TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
1
Standard Deviation (5yr)
1.8
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
-0.102
Sharpe Ratio (5yr)
0.829
YTM
7.89
Fund Managers

Kaustubh Gupta

Fund Manager

Mohit Sharma

Fund Manager

Dhaval Joshi

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Aditya Birla Sun Life Short Term Fund (Growth)70%8,63,369 1,30,7576.8%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-06-14

Top Debt Holdings

7.26% govt stock 2033

7.2%
7.2%

7.18% govt stock 2037

7.1%
7.1%

7.18% govt stock 2033

4.3%
4.3%

small industries development bank of india 7.68%

2.7%
2.7%

bajaj housing finance ltd. 8.1%

2.7%
2.7%
See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)

₹ 5,001 cr

₹ 10,797 cr

₹ 46,422 cr

₹ 14,535 cr

₹ 15,157 cr

amc-img

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 371,290 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 90 equity,370 debt and 20 hybrid funds.amc-img
phone-img022-43568000
Fund NameScripbox Opinion
Till Date CAGR

-

4.8%

5.9%

7.4%

6%

6.8%

5.9%

7.3%

6%

7.1%

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 21 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 Dhaval Joshi, Kaustubh Gupta, Mohit Sharma.

Nav of Aditya Birla Sun Life Short Term Fund (G) as of 6/14/2024 is ₹43.63 with the total AUM as of 6/15/2024 is ₹7497.009. 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 2 fund in Debt and delivered 6.8% 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 Neutral 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 1.07% for regular plan.