Home› Funds› Aditya Birla Sun Life Short Term Fund - Growth - R

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

Aditya Birla Sun Life · Short Duration
Moderate
₹50.53
Current NAV
26 Oct 2026
3.9%
1Y Return
6.7%
3Y CAGR
6.0%
5Y CAGR
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NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.84).
  • Generates significant excess returns relative to benchmark index (Alpha: 6.84).
  • Well-diversified portfolio aligned with the Short Duration mandate.
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
1.84
Sharpe Ratio
1.44
Beta
6.84
Alpha
2.28
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Fund Details
Fund House Aditya Birla Sun Life
Category Short Duration
AUM ₹6390 Cr
Expense Ratio 1.44%
Min SIP ₹500
Min Lumpsum ₹1000
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