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Aditya Birla Sun Life Short Term Fund - Growth - Direct Plan

Aditya Birla Sun Life · Short Duration
Moderate
₹55.11
Current NAV
26 Oct 2026
4.5%
1Y Return
7.4%
3Y CAGR
6.7%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.89%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.59).
  • Generates significant excess returns relative to benchmark index (Alpha: 6.09).
  • Very large asset base (AUM: ₹17,140 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • 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
1.59
Sharpe Ratio
1.49
Beta
6.09
Alpha
2.05
Sortino
Fund Details
Fund House Aditya Birla Sun Life
Category Short Duration
AUM ₹17140 Cr
Expense Ratio 0.89%
Min SIP ₹500
Min Lumpsum ₹1000
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