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Aditya Birla Sun Life Low Duration Fund -INSTITUTIONAL - DAILY IDCW

Aditya Birla Sun Life · Low Duration
Low
₹100.00
Current NAV
19 Jun 2026
10.4%
1Y Return
15.4%
3Y CAGR
11.4%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Generates significant excess returns relative to benchmark index (Alpha: 3.64).
  • Very large asset base (AUM: ₹14,190 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Higher expense ratio (2.24%) which can affect compounding over long horizons.
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
1.14
Sharpe Ratio
1.04
Beta
3.64
Alpha
1.30
Sortino
Fund Details
Fund House Aditya Birla Sun Life
Category Low Duration
AUM ₹14190 Cr
Expense Ratio 2.24%
Min SIP ₹500
Min Lumpsum ₹1000
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