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: 1.24% As on (31-12-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 13,565.04 Cr As on 31-12-2025(Source:AMFI)
Turn over: - | Exit Load: Nil

676.4452

7.15%

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 6.71
Average Maturity 1.06

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 6.82 6.9 6.85 5.71 6.61
HSBC Low Duration Fund - Regular Growth 01-01-2013 8.35 7.83 7.61 6.08 6.67
ICICI Prudential Savings Fund - Growth 27-09-2002 7.56 7.69 7.68 6.29 7.19
UTI Low Duration Fund - Regular Plan - Growth Option 21-03-2003 7.39 7.46 7.37 7.16 6.11
Axis Treasury Advantage Fund - Retail Plan - Growth Option 15-03-2010 7.38 7.44 7.32 6.05 6.7
Axis Treasury Advantage Fund - Regular Plan - Growth Option 05-10-2009 7.37 7.44 7.32 6.05 6.81
Invesco India Low Duration Fund - Growth 18-01-2007 7.07 7.25 7.12 5.81 6.65
Canara Robeco Savings Fund - Regular Plan - Growth Option 05-03-2005 7.06 7.13 7.09 5.74 6.49
Nippon India Low Duration Fund- Growth Plan - Growth Option 10-03-2007 7.04 7.17 7.04 5.91 6.61
HDFC Low Duration Fund - Growth 05-11-1999 7.02 7.14 7.12 5.84 6.66

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

100.01%

Scheme Documents

There are no scheme documents available

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