Aditya Birla Sun Life AMC Limited

Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

Fixed IncomeShort Duration Fund
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return4.3%
  • 3 yr return6.3%
  • 5 yr return6.8%
  • Expense Ratio1.1%
  • Lock-in Period--
  • Exit Load0%
  • Fund Size (Cr)Rupees5007.1
  • NAVRupees39.6

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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Investment Objective

The Investment Objective Of The Scheme Is To Generate Income And Capital Appreciation Byinvesting 100% Of The Corpus In A Diversified Portfolio Of Debt And Money Market Securities.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Riskometer

Top Holdings

  • Companies %
  • Government of India (22/08/2032) 4
  • Small Industries Development Bank of India (01/09/2023) ** # 3.8
  • Clearing Corporation of India Limited 3.5
  • 7.15% Housing Development Finance Corporation Limited (28/10/2024) (FRN) ** 2.9
  • State Bank of India (12/09/2023) # 2.8
  • 11.17% Shriram Finance Ltd (16/06/2023) (FRN) ** # 2.8
  • 6.24% State Bank of India (21/09/2030) ** 2.7
  • 5.84% Bajaj Housing Finance Limited (21/02/2024) ** 2.7
  • 8.90% State Bank of India (02/11/2028) ** 2.4
  • Net Receivables / Payables 2.1
  • Government of India (04/02/2026) 2
  • Sectors %
  • Finance30.6
  • Banks22.4
  • Govt-Sec16.1
  • Cash/Deposits/Margins/Treps/Repo/Swaps5.7
  • Real Estate5.4

Fund House