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

Aditya Birla Sun Life · Low Duration
Low
₹692.96
Current NAV
25 Jun 2026
13.8%
1Y Return
9.8%
3Y CAGR
14.8%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 2.58).
  • Very large asset base (AUM: ₹11,130 Cr) indicating high investor trust and liquidity.
  • 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
0.58
Sharpe Ratio
0.78
Beta
2.58
Alpha
0.68
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Fund Details
Fund House Aditya Birla Sun Life
Category Low Duration
AUM ₹11130 Cr
Expense Ratio 1.18%
Min SIP ₹500
Min Lumpsum ₹1000
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