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Aditya Birla Sun Life Short Term Fund-Quarterly-IDCW-Direct

Aditya Birla Sun Life · Short Duration
Moderate
₹10.84
Current NAV
26 Oct 2026
-0.7%
1Y Return
-0.7%
3Y CAGR
-0.3%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.58%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.88).
  • Generates significant excess returns relative to benchmark index (Alpha: 2.88).
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
1.88
Sharpe Ratio
1.48
Beta
2.88
Alpha
2.41
Sortino
Fund Details
Fund House Aditya Birla Sun Life
Category Short Duration
AUM ₹8930 Cr
Expense Ratio 0.58%
Min SIP ₹500
Min Lumpsum ₹1000
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