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 (30-04-2026)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 13,267.31 Cr As on 30-04-2026(Source:AMFI)
Turn over: - | Exit Load: Nil

685.2608

7.1%

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 -
Sharpe Ratio -
Alpha -
Beta -
Yield to Maturity 7.21
Average Maturity 1.03

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 4.87 6.27 6.42 5.69 6.43
Franklin India Low Duration Fund-Growth 06-03-2025 5.81 - - - -
ICICI Prudential Savings Fund - Growth 27-09-2002 5.71 7.06 7.28 6.39 7.04
UTI Low Duration Fund - Regular Plan - Growth Option 21-03-2003 5.6 6.95 7.0 7.19 5.96
Nippon India Low Duration Fund - Retail Plan - Growth Plan - Growth Option 22-03-2007 5.55 6.67 6.65 5.83 6.23
Axis Treasury Advantage Fund - Regular Plan - Growth Option 05-10-2009 5.51 6.87 6.92 6.08 6.66
Axis Treasury Advantage Fund - Retail Plan - Growth Option 15-03-2010 5.51 6.87 6.92 6.08 6.57
Canara Robeco Savings Fund - Regular Plan - Growth Option 05-03-2005 5.37 6.64 6.75 5.83 6.36
HSBC Low Duration Fund - Regular Growth 01-01-2013 5.36 7.33 7.29 6.14 6.52
Tata Treasury Advantage Fund - Regular Plan - Growth Option 06-09-2005 5.33 6.64 6.71 5.87 5.97

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

100.0%

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