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

Aditya Birla Sun Life · Short Duration
Moderate
₹10.31
Current NAV
26 Oct 2026
-1.3%
1Y Return
-0.7%
3Y CAGR
-0.7%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.51).
  • Very large asset base (AUM: ₹22,060 Cr) indicating high investor trust and liquidity.
  • 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
1.51
Sharpe Ratio
1.41
Beta
0.01
Alpha
1.83
Sortino
Fund Details
Fund House Aditya Birla Sun Life
Category Short Duration
AUM ₹22060 Cr
Expense Ratio 1.41%
Min SIP ₹500
Min Lumpsum ₹1000
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