Home› Funds› Aditya Birla Sun Life Low Duration Fund -Instituti

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

Aditya Birla Sun Life · Low Duration
Low
₹99.91
Current NAV
30 Apr 2020
-0.9%
1Y Return
-0.2%
3Y CAGR
-0.1%
5Y CAGR
Watchlist
NAV History (1 Year)
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.
  • 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
0.76
Sharpe Ratio
1.26
Beta
0.26
Alpha
1.03
Sortino
Fund Details
Fund House Aditya Birla Sun Life
Category Low Duration
AUM ₹10810 Cr
Expense Ratio 1.66%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
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%