Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
(Erstwhile Aditya Birla Sun Life Short Term Opportunities Fund - Growth - Regular Plan )
| Category: Debt: Short Duration |
| Launch Date: 09-05-2003 |
| Asset Class: Fixed Income |
| Benchmark: NIFTY Short Duration Debt Index A-II |
| Expense Ratio: 0.99% As on ( 31-07-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 10,523.9 Cr As on ( 31-07-2025) |
| Turn over: |
NAV (₹):
47.9371
₹ -0.02 ( -0.0488%)
as on
13-08-2025
CAGR
Since Inception -
7.26%
NIFTY Short Duration Debt Index A-II -
8.31%
Fund Managers
Mr. Kaustubh Gupta
Investment Objective
The investment objective of the Scheme is to generate income and capital appreciation by investing 100% of the corpus in a diversified portfolio of debt and money market securities.
PERFORMANCE of Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Scheme Performance (%) Data as on - 13-08-2025
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | 8.33 | 7.39 | 6.39 | 7.37 | 7.26 |
| Benchmark | - | - | - | - | - |
| Debt: Short Duration | 8.27 | 7.28 | 6.0 | 6.77 | 7.0 |
RETURNS CALCULATOR for Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Growth of 10000 In SIP (Fund vs Benchmark)
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Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Key Performance and Risk Statistics of Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | 0.99 | 0.06 | 3.54 | 1.74 | 6.93 | 3.6 |
| Debt: Short Duration | - | - | - | - | - | - |
PEER COMPARISION
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| ABSL Short Term Gr Reg | 09-05-2003 | 8.33 | 7.89 | 7.39 | 6.39 | 7.37 |
| Bank of India Short Term Income Reg Gr | 18-12-2008 | 9.6 | 8.18 | 9.72 | 10.11 | 5.69 |
| Axis Short Duration Fund Reg Gr | 22-01-2010 | 8.79 | 8.13 | 7.49 | 6.07 | 7.22 |
| Axis Short Duration Fund Ret Gr | 05-03-2010 | 8.79 | 8.12 | 7.48 | 6.06 | 7.22 |
| Nippon India Short Duration Fund Gr | 01-12-2002 | 8.7 | 8.11 | 7.44 | 6.18 | 7.06 |
| HDFC Short Term Debt Gr | 05-06-2010 | 8.52 | 8.19 | 7.66 | 6.25 | 7.46 |
| SBI Short Term Debt Reg Gr | 05-07-2007 | 8.45 | 7.86 | 7.35 | 5.76 | 6.99 |
| SBI Short Horizon Debt Short Term RetGr | 27-07-2007 | 8.45 | 7.86 | 7.35 | 5.76 | 6.99 |
| Baroda BNP Paribas Short Duration Gr | 30-06-2010 | 8.38 | 7.79 | 7.37 | 5.79 | 7.01 |
| HSBC Short Duration Fund Reg Growth | 01-01-2013 | 8.38 | 7.82 | 7.14 | 5.53 | 6.82 |
Asset Allocation (%)
PORTFOLIO ANALYSIS of Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Portfolio as on