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 (29-09-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 13,096.92 Cr As on 30-09-2025(Source:AMFI)
Turn over: - | Exit Load: Nil

669.76

7.17%

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 6.93
Average Maturity 1.21

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 7.17 7.16 7.0 5.68 6.66
HSBC Low Duration Fund - Regular Growth 01-01-2013 8.73 8.11 7.77 6.03 6.73
ICICI Prudential Savings Fund - Growth 27-09-2002 7.81 7.87 7.77 6.34 7.23
UTI Low Duration Fund - Regular Plan - Growth Option 21-03-2003 7.75 7.73 7.5 7.08 6.17
Axis Treasury Advantage Fund - Regular Plan - Growth Option 05-10-2009 7.72 7.68 7.45 5.99 6.86
Axis Treasury Advantage Fund - Retail Plan - Growth Option 15-03-2010 7.72 7.68 7.45 5.99 6.73
Nippon India Low Duration Fund- Growth Plan - Growth Option 10-03-2007 7.48 7.41 7.2 5.9 6.66
Invesco India Low Duration Fund - Growth 18-01-2007 7.46 7.48 7.29 5.74 6.7
JM Low Duration Fund (Regular) - Growth Option 27-09-2006 7.46 7.36 7.1 5.58 6.2
Canara Robeco Savings Fund - Regular Plan - Growth Option 05-03-2005 7.44 7.42 7.29 5.68 6.55

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

105.56%

Large Cap

-5.59%

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