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Aditya Birla Sun Life Low Duration Fund -Direct - daily IDCW

Aditya Birla Sun Life · Low Duration
Low
₹99.86
Current NAV
23 Oct 2026
-1.0%
1Y Return
-0.1%
3Y CAGR
-0.1%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.8%.
  • Generates significant excess returns relative to benchmark index (Alpha: 6.10).
  • Very large asset base (AUM: ₹18,650 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Low Risk
Low Moderate High Very High
Risk Metrics
0.60
Sharpe Ratio
1.10
Beta
6.10
Alpha
0.72
Sortino
Fund Details
Fund House Aditya Birla Sun Life
Category Low Duration
AUM ₹18650 Cr
Expense Ratio 0.80%
Min SIP ₹500
Min Lumpsum ₹1000
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