Home› Funds› Aditya Birla Sun Life Short Term Fund - DIRECT - I

Aditya Birla Sun Life Short Term Fund - DIRECT - IDCW

Aditya Birla Sun Life · Short Duration
Moderate
₹10.45
Current NAV
26 Oct 2026
-7.4%
1Y Return
-5.7%
3Y CAGR
-7.5%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.25%.
  • Generates significant excess returns relative to benchmark index (Alpha: 3.65).
  • Very large asset base (AUM: ₹18,200 Cr) indicating high investor trust and liquidity.
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: Moderate Risk
Low Moderate High Very High
Risk Metrics
0.65
Sharpe Ratio
1.45
Beta
3.65
Alpha
0.81
Sortino
Fund Details
Fund House Aditya Birla Sun Life
Category Short Duration
AUM ₹18200 Cr
Expense Ratio 0.25%
Min SIP ₹500
Min Lumpsum ₹1000
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