Rating : ★ ★ ★ ★ ☆
Aditya Birla Sun Life Short Term Fund Regular Plan Quarterly Pyt of Inc Dis cum Cap Wdrl
 ÂShort Duration Fund
Fund Type
Open Ended
Investment Plan
Dividend Payout
Expense Ratio
1%
Asset Size
4991.80 Cr.
(As of 15 Jan, 2023)
Benchmark
Nifty Short Duration Debt TR INR
Riskometer
Investors understand that their principal will be at Moderate Risk.
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.
 
Fund manager
Kaustubh Gupta
Exit load
N / A
Minimum sip
₹500
Minimum investment
₹1000
Top Holdings
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
Company
Assets
7.26 8/22/2032 12:00:00 Am
4.08%
Housing Development Finance Corporation Ltd
2.98%
Shriram Transport Finance Company Limited
2.83%
State Bank Of India
2.79%
Sector Allocation
About the Scheme Type
Short Duration Mutual Funds usually have an investment horizon spanning about 1 – 3 years, with a scope to be extended to 4 years. Short Duration Mutual Funds are often accompanied by modest risks and non-volatile returns and theydo not even attract penalty on pre-mature withdrawals. These are usually beneficial for investors with lower risk appetite and offer greater post tax returns in comparison to other non-equitycounterparts of the same tenure.
Ratings
This fund is rated 4 stars by Morning Star Ratings.
★ ★ ★ ★ ☆
Overview of Aditya Birla Sun Life AMC Ltd
Aditya Birla Sun Life AMC Limited (formerly known as Birla Sun Life Asset Management Company Limited), the investment manager of Aditya Birla Sun Life Mutual Fund (formerly known as Birla Sun Life Mutual Fund), is a joint venture between the Aditya Birla Group and the Sun Life Financial Inc. of Canada.
The joint venture brings together the Aditya Birla Group's experience in the Indian market and Sun Life's global experience. Aditya Birla Sun Life Mutual Fund (ABSLMF) was established in 1994 and is co-sponsored by Aditya Birla Capital Limited (ABCL) and Sun Life (India) AMC Investments Inc. The Aditya Birla Sun Life Mutual Fund is one of the leading Fund Houses in India based on domestic average AUM as published by the Association of Mutual Funds of India (AMFI). The Aditya Birla Mutual Fund has total domestic assets under management (AUM) of close to Rs. 2423 billion (Quarter ended December 31st, 2018). The fund house has an extraordinary mix of reach, a wide range of product offerings across equity, debt, balanced as well as structured asset classes and sound investment performance, with around 6.8 million investor folios (as of December 31st, 2018).