Home› Funds› Aditya Birla Sun Life Low duration Fund - Growth -

Aditya Birla Sun Life Low duration Fund - Growth - Direct Plan

Aditya Birla Sun Life · Low Duration
Low
₹785.55
Current NAV
23 Oct 2026
5.6%
1Y Return
7.2%
3Y CAGR
6.7%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.62%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.62).
  • Very large asset base (AUM: ₹20,170 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • 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
1.62
Sharpe Ratio
0.62
Beta
1.62
Alpha
2.14
Sortino
Fund Details
Fund House Aditya Birla Sun Life
Category Low Duration
AUM ₹20170 Cr
Expense Ratio 0.62%
Min SIP ₹500
Min Lumpsum ₹1000
Similar Funds in Low Duration
Franklin India Low Duration Fund - Growth Plan
Franklin India Low Duration
₹32.61 37.1%
Franklin India Low Duration Fund - Monthly - IDCW
Franklin India Low Duration
₹15.04 37.1%
Franklin India Low Duration Fund - Quarterly - IDCW
Franklin India Low Duration
₹14.77 37.1%
Franklin India Low Duration Fund- Segregated Portfolio 1- 8.25% Vodafone Idea Ltd-10JUL20-Direct-Monthly Dividend Plan
Franklin India Low Duration
₹0.00 31.0%