- Mutual Funds
- Aditya Birla Sun Life Mutual Fund
- Aditya Birla Sun Life Low Duration Fund (G)
Aditya Birla Sun Life Low Duration Fund (G)
₹ 624.1717
NAV (Oct 15)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 624.1717
NAV (Oct 15)
Fund Returns
Last 1Y | 7.1% |
Last 3Y | 5.8% |
Last 5Y | 5.9% |
Last 10Y | 6.8% |
Since Inception | 7.2% |
6 Month CAGR | 3.6% |
Scheme Information
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.
Expense Ratio | 1.23 |
Launched (0y ago) | 1.23 |
AUM in Crores | 10408.2 |
ISIN | INF209K01LQ0 |
Lock-in | - |
Benchmark | NIFTY Low Duration Debt Index A-I |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 0.6 |
Beta | 1.2 |
Sharpe Ratio | -0.4 |
YTM | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Aditya Birla Sun Life Low Duration Fund (G) | 8,43,413 | 1,10,801 | 5.9% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Debt Holdings
GOI
6.3%GOI
3.9%National Housing Bank
3.7%Others
3%Bharti Telecom Ltd.
2.9%Comparison with Debt Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 4,523 cr | ||
₹ 8,029 cr | ||
₹ 10,307 cr | ||
₹ 14,839 cr | ||
₹ 4,610 cr |
About the AMC
Aditya Birla Sun Life Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6.3% | 7.4% | ||
5.4% | 5.3% | ||
6.4% | 7.4% | ||
6.4% | 8% | ||
5.8% | 7.2% |
Aditya Birla Sun Life Low Duration Fund (G) Review
Aditya Birla Sun Life Low Duration Fund (G) is a Low Duration Debt fund and has delivered an annualised return of 7.171% over a period of 26 years. The fund is managed by Aditya Birla Sun Life Mutual Fund. The fund managers are Dhaval Joshi, Kaustubh Gupta, Mohit Sharma.
Nav of Aditya Birla Sun Life Low Duration Fund (G) as of 10/15/2024 is ₹624.17 with the total AUM as of 10/16/2024 is ₹10408.248353. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Low Duration Fund (G) was launched on 1998-05-14. The category risk of the fund is Above Average.
The minimum SIP amount for Aditya Birla Sun Life Low Duration Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Aditya Birla Sun Life Low Duration Fund (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to NIFTY Low Duration Debt Index A-I.
It is rated as a 4 fund in Debt and delivered 7.143% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Aditya Birla Sun Life Low Duration Fund (G).
Frequently Asked Questions
What is Aditya Birla Sun Life Low Duration Fund (G)?
How to invest in Aditya Birla Sun Life Low Duration Fund (G)?
You can invest in Aditya Birla Sun Life Low Duration Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Aditya Birla Sun Life Low Duration Fund (G)?
The minimum sip amount for Aditya Birla Sun Life Low Duration Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Aditya Birla Sun Life Low Duration Fund (G) good to invest in?
As per Scripbox experts, it is a 4 fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Aditya Birla Sun Life Low Duration Fund (G)?
The expense ratio of the Aditya Birla Sun Life Low Duration Fund (G) is 1.23% for regular plan.
What is the NAV of Aditya Birla Sun Life Low Duration Fund (G)?
Today's Aditya Birla Sun Life Low Duration Fund (G) NAV is ₹624.17.