Widely used:
Analyst’s Choice
Value Research Rating
Analyst’s Choice
Riskometer
Moderate
₹47.6245 0.02%
As on 13-Aug-2024
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
|---|---|---|---|---|---|---|
|
Aditya Birla Sun Life Short Term Fund - Direct Plan
|
|
|
Moderate
|
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0.38 |
|
|
|
Moderate
|
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0.45 |
||
|
|
Moderate
|
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0.40 |
||
|
|
Moderate
|
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0.34 |
||
 |
|
Moderate
|
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0.37 |
₹8,019 Cr
--
1,000
1
1,000
6
Investment Strategy
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.
Suitability
"Short Duration debt funds invest mainly in bonds maturing in a period of one to three years. They are suitable for investment horizons of one to three years, or for the fixed-income allocation in your longer-term portfolio. You can expect to earn higher returns than what a bank fixed deposit can fetch.
The risk of incurring a loss in these funds is low, but they do not guarantee returns or safety of capital like a bank deposit. There have been instances when short duration funds have incurred losses.
Remember, their returns may not be substantially higher than inflation. They are meant to deliver steady, but low to moderate returns and are not suitable to build wealth in the long run."
Capital Gains Taxation
Dividend Taxation
Aditya Birla Sun Life Short Term Fund - Direct Plan is mandated to invest in bonds such that the duration of the portfolio is between one and three years.
Mutual funds can be bought directly from the website of the fund house. For instance, Aditya Birla Sun Life Short Term Fund - Direct Plan fund can be purchased from the website of Aditya Birla Sun Life Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Aditya Birla Sun Life Short Term Fund - Direct Plan is ₹47.6245 as of 14-Aug-2024.
The AUM of Aditya Birla Sun Life Short Term Fund - Direct Plan Fund is ₹8,019 Cr as of 31-Jul-2024
The riskometer level of Aditya Birla Sun Life Short Term Fund - Direct Plan is Moderate. See More
| Company | Percentage of Portfolio |
|---|---|
|
GOI Sec 7.18 14/08/2033 |
13.98
|
|
GOI Sec 7.26 06/02/2033 |
4.63
|
|
Small Industries Devp. Bank of India Ltd SR IX Debenture 7.68 10/08/2027 |
2.94
|
|
National Bank For Agriculture & Rural Development SR 23H Debenture 7.58 31/07/2026 |
2.80
|
|
Bajaj Housing Finance Ltd Debenture 8.10 08/07/2027 |
2.51
|
As of 31-Jul-2024, Aditya Birla Sun Life Short Term Fund - Direct Plan had invested 96.83% in Debt and 3.17% in Cash & Cash Eq. See More
Aditya Birla Sun Life Short Term Fund - Direct Plan is 11 years 7 months old. It has delivered 8.63% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
8.15%
|
6.49%
|
7.37%
|
7.43%
|
8.27%
|
8.63%
|
No, There is no lock in period in Aditya Birla Sun Life Short Term Fund - Direct Plan.
The expense ratio of Aditya Birla Sun Life Short Term Fund - Direct Plan is 0.38.
Mutual Funds 
Aditya Birla SL Aditya Birla Sun Life Short Term Fund - Direct Plan
