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Aditya Birla Sun Life Low Duration Fund -REGULAR - WEEKLY IDCW

Aditya Birla Sun Life · Low Duration
Low
₹100.78
Current NAV
25 Jun 2026
14.4%
1Y Return
11.4%
3Y CAGR
15.4%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Low Duration mandate.
Cons / Risks
  • Higher expense ratio (2.04%) which can affect compounding over long horizons.
  • 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
0.74
Sharpe Ratio
1.24
Beta
0.24
Alpha
0.99
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Fund Details
Fund House Aditya Birla Sun Life
Category Low Duration
AUM ₹2290 Cr
Expense Ratio 2.04%
Min SIP ₹500
Min Lumpsum ₹1000
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