Aditya Birla Sun Life Short Term Fund
Current Fund Size :
₹ 7.28 Lakh
₹52.31
NAV
8.63% p.a.
Overall Return
0.03%
1-Day Change
0.36%
Expense Ratio
₹ 10,648 Cr
AUM (Fund Size)
12+ yrs
Fund Age
Investment Policy
Benchmark
NIFTY SD Debt Index A-II
Risk Level
Moderate Risk
Min. Investment
SIP: ₹1000 & Lumpsum: ₹1000
Exit Load
0%
Lock-in Period
Nil
Capital Gains Tax Rules (Equity)
STCG (Before 1 Year)
LTCG (After 1 Year)
Age of Fund
12 yrs 8 m since Jan 01, 2013
Current Value (Example)
₹ 7.28 Lakh
Returns Ratio
N/A
Peer Comparison: Returns & Risk Ratios
| # | Fund Name | Annualized Returns | Risk Ratios | Other Details | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 3 Year | 5 Year | Std. Deviation | Beta | Sharpe Ratio | Sortino Ratio | AUM | Fund Age | Expense Ratio | ||
| 1 | Aditya Birla Sun Life Short Term Fund | 8.43% | 8.21% | 7.01% | 1.00 | 2.43 | 1.43 | 2.37 | 10,648 Cr | 12 yrs 8 m | 0.36% |
| 2 | ICICI Prudential Short Term Fund | 8.65% | 8.44% | 7.26% | 0.79 | 1.76 | 2.17 | 3.82 | 22,314 Cr | 12 yrs 8 m | 0.45% |
| 3 | UTI Short Duration Fund | 8.04% | 8.05% | 7.64% | 0.92 | 2.31 | 1.41 | 2.61 | 3,295 Cr | 12 yrs 8 m | 0.36% |
| 4 | Sundaram Short Duration Fund | 8.06% | 8.06% | 7.88% | 1.04 | 2.53 | 1.22 | 2.21 | 204 Cr | 12 yrs 8 m | 0.3% |
| 5 | Baroda BNP Paribas Short Duration Fund | 8.34% | 8.18% | 6.54% | 1.07 | 2.72 | 1.33 | 2.56 | 288 Cr | 12 yrs 8 m | 0.44% |
Trailing Returns vs. Category Average
| # | Period | Fund Return | Category Average |
|---|---|---|---|
| 1 | 1 Month | 0.62% | 0.62% |
| 2 | 3 Months | 1.34% | 1.26% |
| 3 | 6 Months | 4.04% | 4.02% |
| 4 | 1 Year | 8.43% | 8.32% |
| 5 | 2 Years | 8.56% | 8.4% |
| 6 | 3 Years | 8.21% | 8.15% |
| 7 | 4 Years | 7.12% | 7.04% |
| 8 | 5 Years | 7.01% | 6.88% |
| 9 | 7 Years | 7.99% | 7.34% |
| 10 | 10 Years | 8.07% | 7.43% |
Related Funds
| # | Fund Name | AUM | Return 1y | Return 5y | url |
|---|---|---|---|---|---|
| 1 | Aditya Birla Sun Life Credit Risk Fund | 1,033 Cr | 16.74% | View Detail | |
| 2 | Aditya Birla Sun Life Medium Term Fund | 2,829 Cr | 13.11% | View Detail | |
| 3 | Aditya Birla Sun Life CRISIL IBX Gilt -Apr 2029 Index Fund | 600 Cr | 8.52% | View Detail | |
| 4 | Aditya Birla Sun Life Long Duration Fund | 154 Cr | 5.14% | View Detail | |
| 5 | Aditya Birla Sun Life Dynamic Bond Fund | 1,914 Cr | 7.17% | View Detail |
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