Our Opinion
Recently Viewed
Clear AllValue Research Rating
Our Opinion
Riskometer
Moderate
₹760.9774 0.02%
As on 31-Mar-2026
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Aditya Birla Sun Life Low Duration Fund - Direct Plan
|
|
|
Moderate
|
loading... |
0.42 |
|
 |
|
Low to Moderate
|
loading... |
0.42 |
||
 |
|
Low to Moderate
|
loading... |
0.42 |
||
|
|
Low to Moderate
|
loading... |
0.30 |
||
|
|
Low to Moderate
|
loading... |
0.25 |
₹15,209 Cr
--
100
1
500
6
About Aditya Birla Sun Life Low Duration Fund - Direct Plan
Aditya Birla Sun Life Low Duration Fund - Direct Plan is a debt mutual fund scheme of Aditya Birla Sun Life Mutual Fund. Launched on January 01, 2013, it is currently managed by Kaustubh Gupta and Mohit Sharma. The fund has an expense ratio of 0.42% with an overall AUM (Assets Under Management) of ₹15,209 Cr.
Aditya Birla Sun Life Low Duration Fund - Direct Plan is mandated to invest in bonds such that the duration of the portfolio is between six to twelve months, and therefore it is suitable to invest in for a similar time frame. The fund allows minimum lumpsum investment of ₹100 and minimum SIP of ₹500.
Investment Strategy
The scheme seeks to provide income which is consistent with a portfolio through investments in a basket of debt and money market instruments of short maturities with a view to provide reasonable returns.
Suitability
Low Duration funds are avoidable for most investors in our opinion, because:
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
3 min read•By Agnisheik Chatterji and Karan Jaiswal
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Aditya Birla Sun Life Low Duration Fund - Direct Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Aditya Birla Sun Life Low Duration Fund - Direct Plan can be bought from the Aditya Birla Sun Life Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Aditya Birla Sun Life Low Duration Fund - Direct Plan, is ₹760.9774 as of 03-Apr-2026.
| Company | Percentage of Portfolio |
|---|---|
|
Bharti Telecom Ltd SR XXVII Debenture 7.30 01/12/2027 |
5.34
|
|
Reserve Bank of India T-Bills 91-D 30/04/2026 |
4.24
|
|
Small Industries Devp. Bank of India Ltd CD 10/11/2026 |
2.82
|
|
JTPM Metal Traders Ltd Debenture 30/04/2030 |
2.63
|
|
Reserve Bank of India T-Bills 182-D 26/03/2026 |
2.62
|
Over the past five years, Aditya Birla Sun Life Low Duration Fund - Direct Plan has delivered an annualised return of 6.63% as of 03-Apr-2026.
The minimum investment required to start investing in Aditya Birla Sun Life Low Duration Fund - Direct Plan is ₹100 for the lump sum option and ₹500 for the SIP (Systematic Investment Plan) option.
New Process Alert 
Seems like you've uploaded a wrong QR code. Please upload the QR code downloaded from MF Central platform.