Aditya Birla Sun Life Low Duration Fund - Growth Plan

(Erstwhile Aditya Birla Sun Life Cash Manager - Growth Plan)
Fund House: Aditya Birla Sun Life Mutual Fund
Category: Debt: Low Duration
Launch Date: 01-05-1998
Asset Class: Fixed Income
Benchmark: NIFTY Low Duration Debt Index A-I
TER: 1.2% As on (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 12,396.21 Cr As on 30-06-2025(Source:AMFI)
Turn over: - | Exit Load: Nil

661.1029

7.19%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
Nifty 1D Rate Index
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
0 Years 0 Months
0 Years 0 Months
0 Years 0 Months
0 Years 0 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The objective of the scheme is to provide income which is consistent with a portfolio through investments in a basket of debt and money market instruments of short maturities with a view to provide reasonable returns.

Current Asset Allocation (%)

Indicators

Standard Deviation 0.59
Sharpe Ratio -0.24
Alpha 2.42
Beta 1.28
Yield to Maturity 6.78
Average Maturity 1.22

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Aditya Birla Sun Life Low Duration Fund - Growth Plan 01-05-1998 7.63 7.21 6.94 5.72 6.73
HSBC Low Duration Fund - Regular Growth 01-01-2013 9.2 8.25 7.62 6.03 6.86
ICICI Prudential Savings Fund - Growth 27-09-2002 8.32 8.0 7.98 6.36 7.31
UTI Low Duration Fund - Regular Plan - Growth Option 21-03-2003 8.27 7.74 7.38 7.02 6.24
Axis Treasury Advantage Fund - Regular Plan - Growth Option 05-10-2009 8.18 7.69 7.35 5.96 6.93
Axis Treasury Advantage Fund - Retail Plan - Growth Option 15-03-2010 8.18 7.69 7.35 5.96 6.78
Nippon India Low Duration Fund- Growth Plan - Growth Option 10-03-2007 7.95 7.44 7.04 5.91 6.73
Invesco India Low Duration Fund - Growth 18-01-2007 7.94 7.56 7.13 5.7 6.78
Canara Robeco Savings Fund - Regular Plan - Growth Option 05-03-2005 7.91 7.49 7.14 5.59 6.61
Tata Treasury Advantage Fund - Regular Plan - Growth Option 06-09-2005 7.91 7.48 7.1 5.79 6.25

Scheme Characteristics

Investment in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 6 months - 12 months.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

99.92%

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