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Aditya Birla Sun Life Low Duration Fund -Institutional - weekly IDCW

Aditya Birla Sun Life · Low Duration
Low
₹99.91
Current NAV
30 Apr 2020
16.6%
1Y Return
11.6%
3Y CAGR
17.6%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Very large asset base (AUM: ₹10,810 Cr) indicating high investor trust and liquidity.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Low Duration mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
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
0.76
Sharpe Ratio
1.26
Beta
0.26
Alpha
1.03
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Fund Details
Fund House Aditya Birla Sun Life
Category Low Duration
AUM ₹10810 Cr
Expense Ratio 1.66%
Min SIP ₹500
Min Lumpsum ₹1000
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