The scheme seeks to generate income and capital appreciation by investing 100% of the corpus in a diversified portfolio of debt and money market securities.
Exit Load--
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsReturns are taxed as per your income tax slab.
Dhaval Joshi
Mr. Joshi has done B.Com, M.Com. and MBA (Finance)
Prior to joining Aditya Birla Sun Life Mutual Fund, he was associated with Sundaram Mutual Fund, Emkay Global Financial Services and Asit C Mehta Investment Intermediates Ltd..
Top Holdings
Company
Sector
Asset Value (Cr)
Asset %
Indian Railway Finance Corporation Ltd. 6.65 20/05/2030
Financial
₹294.53
5.05
Embassy Office Parks REIT 7.96 27/09/2027
Construction
₹180.84
3.10
Vedanta Ltd. 9.31 03/12/2027
Metals & Mining
₹178.87
3.07
Axis Bank Ltd. 27/11/2026
Financial
₹282.10
2.48
Bajaj Housing Finance Ltd. 8.1 08/07/2027
Financial
₹203.64
2.44
Indian Railway Finance Corporation Ltd. 6.47 30/05/2028
Financial
₹128.46
2.20
Power Finance Corporation Ltd. 6.64 15/07/2030
Financial
₹122.22
2.10
Knowledge Realty Trust 7.2 26/09/2028
Construction
₹119.39
2.05
Cholamandalam Investment and Finance Company Ltd. 9.1 27/06/2031
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of Aditya Birla Sun Life Short Term Fund is ₹50.62 as of 2026-08-28.
Aditya Birla Sun Life Short Term Fund is classified as a Short Duration fund.
The Assets Under Management (AUM) of Aditya Birla Sun Life Short Term Fund is ₹5,831.16 Cr.
The expense ratio of Aditya Birla Sun Life Short Term Fund is 0.96%.
Aditya Birla Sun Life Short Term Fund is managed by Dhaval Joshi.
The minimum SIP investment for Aditya Birla Sun Life Short Term Fund is ₹1,000.
As per the SEBI Riskometer, Aditya Birla Sun Life Short Term Fund carries a Moderate risk level.
Aditya Birla Sun Life Short Term Fund has delivered 5.4% (1Y), 7.02% (3Y) and 6.17% (5Y) annualised returns as of 2026-08-28.
Aditya Birla Sun Life Short Term Fund was launched on 1994-12-23.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
