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Mutual Funds

Aditya Birla Sun Life Short Term Fund

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Aditya Birla Sun Life Short Term Fund

Short DurationRank #11
3/5

NAV (2026-07-14)

50.39

AUM

₹5,792.69 Cr

Exp. Ratio: 0.96%

RISK LEVEL

Moderate

Returns & Performance

1 Year5.23%0.45% vs cat avgRank #5
3 Year7.09%0.31% vs cat avgRank #6
5 Year6.27%0.18% vs cat avgRank #6
Since Launch7.22%--

Fund vs Category Average

1Y
5.23%+0.45%
3Y
7.09%+0.31%
5Y
6.27%+0.18%

Pros & Cons

Pros

Outperforms category avg on 1Y returns
Strong 3Y track record vs category
Above category avg 5Y returns
No lock-in period
Top-5 ranked in category for 1Y (#5)

Cons

Overall rank #11 in category
ISININF209K01942
NAV₹50.39
NAV Date2026-07-14
AUM₹5,792.69 Cr
Expense Ratio0.96%
RiskModerate
Rating3 / 5
Min SIP Amount₹1000
Max SIP Amount₹999999999
Min Additional Inv.₹1000
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1994-12-23

INVESTMENT OBJECTIVE

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

Holdings data not available for this scheme