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Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Aditya Birla Sun Life Short Term Fund - Direct Plan
|
Moderate
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0.36 |
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Moderate
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0.45 |
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Moderate
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0.40 |
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Moderate
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0.40 |
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Moderate
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0.38 |
₹9,386 Cr
--
1,000
1
1,000
6
About Aditya Birla Sun Life Short Term Fund - Direct Plan
Aditya Birla Sun Life Short Term 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 0.36% with an overall AUM (Assets Under Management) of ₹9,386 Cr.
Aditya Birla Sun Life Short Term Fund - Direct Plan is mandated to invest in bonds such that the duration of the portfolio is between one and three years. The fund allows minimum lumpsum investment of ₹1,000 and minimum SIP of ₹1,000.
Investment Strategy
The scheme seeks to generate income and capital appreciation by investing 100% of the corpus in a diversified portfolio of debt and money market securities.
Suitability
Short Duration funds are suitable for:
Note:
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
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Aditya Birla Sun Life Short Term 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 Short Term 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 Short Term Fund - Direct Plan, is ₹53.6686 as of 20-Mar-2026.
| Company | Percentage of Portfolio |
|---|---|
|
Bharti Telecom Ltd SR XXV Debenture 7.35 15/10/2027 |
4.89
|
|
REC Ltd SR 245A Bonds 7.44 29/02/2028 |
4.52
|
|
Indian Railway Finance Corporation Ltd SR 190 Bonds 6.65 20/05/2030 |
4.45
|
|
National Bank For Agriculture & Rural Development SR 25A Debenture 7.70 30/09/2027 |
4.30
|
|
Tata Capital Housing Finance Ltd SR C Debenture 7.17 21/05/2030 |
3.70
|
Over the past five years, Aditya Birla Sun Life Short Term Fund - Direct Plan has delivered an annualised return of 7.05% as of 20-Mar-2026.
The minimum investment required to start investing in Aditya Birla Sun Life Short Term Fund - Direct Plan is ₹1,000 for the lump sum option and ₹1,000 for the SIP (Systematic Investment Plan) option.