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Aditya Birla Sun Life Low Duration Fund - Institutional Plan - Growth

Aditya Birla Sun Life · Low Duration
Low
₹485.05
Current NAV
19 Jun 2026
5.4%
1Y Return
6.6%
3Y CAGR
5.8%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.48).
  • Generates significant excess returns relative to benchmark index (Alpha: 2.48).
  • Well-diversified portfolio aligned with the Low Duration mandate.
Cons / Risks
  • Higher expense ratio (2.28%) which can affect compounding over long horizons.
  • 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
1.48
Sharpe Ratio
1.08
Beta
2.48
Alpha
1.75
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Fund Details
Fund House Aditya Birla Sun Life
Category Low Duration
AUM ₹6030 Cr
Expense Ratio 2.28%
Min SIP ₹500
Min Lumpsum ₹1000
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