Home› Funds› Aditya Birla Sun Life Short Term Fund - REGULAR -

Aditya Birla Sun Life Short Term Fund - REGULAR - IDCW

Aditya Birla Sun Life · Short Duration
Moderate
₹14.20
Current NAV
26 Oct 2026
-8.1%
1Y Return
-6.3%
3Y CAGR
-4.0%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.41).
  • Generates significant excess returns relative to benchmark index (Alpha: 6.91).
  • Very large asset base (AUM: ₹11,960 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Higher expense ratio (2.31%) which can affect compounding over long horizons.
  • 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
1.41
Sharpe Ratio
0.71
Beta
6.91
Alpha
1.57
Sortino
Fund Details
Fund House Aditya Birla Sun Life
Category Short Duration
AUM ₹11960 Cr
Expense Ratio 2.31%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Short Duration
Franklin India Short Term Income Plan - Retail Plan - Direct - Monthly - IDCW
₹4281.41 192.1%
Franklin India Short Term Income Plan - Retail Plan - Direct - Quarterly - IDCW
₹4460.04 192.1%
Franklin India Short Term Income Plan - Retail Plan - Direct - Weekly - IDCW
₹3622.98 192.1%
Franklin India Short Term Income Plan - Retail Plan - Monthly - IDCW
₹4197.15 192.1%