Scheme Overview

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

(Erstwhile Aditya Birla Sun Life Short Term Opportunities Fund - Growth - Regular Plan)

Category: Debt: Short Duration
Launch Date: 09-05-2003
Asset Class: Fixed Income
Benchmark: NIFTY Short Duration Debt Index B-II
Expense Ratio: 1.07% As on ( 31-05-2024)
Status: Open Ended for subscription
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 7,497.01 Cr As on ( 31-05-2024)
Turn over:
NAV as on 14-06-2024

43.6276

0.01 ( 0.0225% )

CAGR Since Inception

7.2%

NIFTY Short Duration Debt Index B-II

8.74%

PERFORMANCE of Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

Scheme Performance (%) Data as on - 14-06-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan 6.84 5.51 6.76 7.52 7.2
Benchmark - - - - -
Debt: Short Duration 6.56 5.42 6.14 6.83 6.75

Yearly Performance (%)

Fund Managers

Kaustubh Gupta, Mohit Sharma, Dhaval Joshi

Investment Objective

The fund seeks to generate higher returns with greater stability from a portfolio of debt and money market instruments with relatively low levels of interest rate risk.

RETURNS CALCULATOR for Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan 0.99 0.06 3.54 1.74 7.89 4.09
Debt: Short Duration - - - - - -

PEER COMPARISION of Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

Period :
Data as on - 14-06-2024
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan 09-05-2003 6.84 7.0 5.51 6.76 7.52
ICICI Prudential Short Term Fund - Growth Option 01-10-2001 7.31 7.7 5.84 7.03 7.61
HDFC Short Term Debt Fund - Growth Option 05-06-2010 7.28 7.2 5.49 6.91 7.56
UTI Short Duration Fund - Regular Plan - Growth Option 28-08-2007 6.98 6.9 6.98 7.67 6.45
Nippon India Short Term Fund-Growth Plan 10-12-2002 6.8 6.78 5.16 6.47 7.13
BANDHAN Bond Fund - Short Term - Regular Plan - Growth 14-12-2000 6.78 6.94 4.99 6.25 7.02
Axis Short Term Fund - Regular Plan - Growth Option 22-01-2010 6.75 6.8 5.28 6.78 7.24
Invesco India Short Duration Fund - Growth 24-03-2007 6.72 6.32 4.59 5.85 6.56
Axis Short Term Fund - Retail Plan - Growth Option 05-03-2010 6.71 6.78 5.26 6.78 7.24
Invesco India Short Duration Fund - Plan B - Growth 24-03-2007 6.7 6.3 4.59 5.85 6.56

PORTFOLIO ANALYSIS of Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

Asset Allocation (%)

Contact us

NEO TOWER, H. NO. 1048 B,
PLOT NO. 408 , TIRANGA CHOWK, TUNDI ROAD,
GIRIDIH, JHARKHAND - 815301

06532-222222 , 8051588888

support@neowealth.in

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