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Aditya Birla Sun Life Short Term Fund - REGULAR - IDCW

Aditya Birla Sun Life · Short Duration
Moderate
₹15.02
Current NAV
25 Jun 2026
15.1%
1Y Return
18.1%
3Y CAGR
16.1%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • 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.
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
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