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

(Erstwhile Aditya Birla Sun Life Low Duration Fund - 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 (30-08-2026)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 9,726.79 Cr As on 31-08-2026(Source:AMFI)
Turn over: - | Exit Load: Nil

701.2

7.11%

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 7.48
Average Maturity 1.09

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 Ultra Short to Short Term Fund - Regular Plan - Growth 01-05-1998 5.53 6.42 6.56 5.9 6.38
ICICI Prudential Ultra Short to Short Term Fund - Regular Plan - Growth 27-09-2002 6.44 7.22 7.36 6.56 7.0
Nippon India Ultra Short to Short Term Fund - Retail Plan - Growth Plan - Growth Option 22-03-2007 6.35 6.92 6.9 6.07 6.23
UTI Ultra Short to Short Term Fund - Regular Plan - Growth Option 21-03-2003 6.25 7.05 7.18 7.4 5.93
Tata Treasury Advantage Fund - Regular Plan - Growth Option 06-09-2005 6.21 6.88 6.96 6.15 5.97
Franklin India Ultra Short to Short Term Fund-Growth 06-03-2025 6.18 - - - -
Canara Robeco Ultra Short to Short Term Fund - Regular Plan - Growth Option 05-03-2005 6.14 6.85 6.95 6.13 6.34
Axis Ultra Short to Short Term Fund - Regular Plan - Growth Option 05-10-2009 6.13 7.01 7.12 6.32 6.65
Axis Ultra Short to Short Term Fund - Retail Plan - Growth Option 15-03-2010 6.13 7.01 7.12 6.32 6.59
HSBC Ultra Short to Short Term Fund - Regular Growth 01-01-2013 6.05 7.47 7.41 6.39 6.42

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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