Aditya Birla Sun Life Short Term Fund Regular-IDCW
Aditya Birla Sun Life Short Term Fund Regular-IDCW: Mutual Fund Overview
Aditya Birla Sun Life Short Term Fund Regular-IDCW is an Short Duration mutual fund with over 22.84 years of performance history. The scheme manages an AUM of ₹9386.17 Cr and has a NAV of ₹14.7704. It is rated '4' stars by analysts. Investors can begin a SIP with as little as ₹1000.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 7.23%.
Debt, Short Duration, Principal at moderate risk
1 Year Return 7.23% at 12 Mar 2026 06:23 PM
Fund Details
NAV 14.7704
Sub-Type Short Duration
Rating 4
Min. SIP Amount ₹1000.0
Fund Age(Year) 22.84
Fund Size(in Crores) 9386.17
Fund Performance
1 Month 0.53%
3 Month 1.01%
6 Month 2.7%
1 Year 7.23%
3 Year 7.47%
5 Year 6.33%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (97.43%) Market Cap Large Cap 45.02 Mid Cap 22.02 Small Cap 30.39 Top Sectors Financial 25.7 Capital Goods 13.35 Services 8.18 Automobile 7.53 Consumer Staples 7.12 Energy 6.99 Technology 6.66 Healthcare 6.01 Construction 5.68 Communication 3.21 Consumer Discretionary 2.97 Materials 1.89 Metals & Mining 1.44 Chemicals 0.69 Top Holding Indian Bank 2 GE Vernova T&D 1.35 Craftsman Automation 1.46 Jubilant FoodWorks 1.79 Jyothy Labs 1.68 Coforge 1.45 Dixon Technologies (India) 0.98 Fortis Healthcare 1.42 Virtual Dynamics Software 0 TVS Holdings 2.11 Kalyan Jewellers India 1.42 Britannia Industries 1.15 Mahindra & Mahindra 2.03 Affle 3I 1.71 Chalet Hotels 0.68 Mahindra & Mahindra Financial Services 2.55 EID Parry 0.93 Cummins India 1.61 Interglobe Aviation 1.28 Reliance Industries 2.92 PB Fintech 0.78 Mukerian Papers 0 Adani Ports and Special Economic Zone 1.01 Lupin 1.23 LIC Housing Fin. 1.07 360 One Wam 1.15 Devyani International 1.09 Tata Power Company 1.46 Sona BLW Precision Forgings 1.1 Elecon Engineering 1.16 Bharti Airtel 3.21 Amber Enterprises India 1.55 Crescent Finstock 0 HDFC Bank 6.38 Hindustan Petroleum Corporation 1.8 Hindustan Unilever 0.94 Kirloskar Oil Engines 1.7 PI Industries 0.69 ZF Commercial 0.16 Precision Fasteners 0 Larsen & Toubro 4.02 NTPC 0.8 Bharat Electronics 2.01 Chennai Super Kings 0.03 DCB Bank 1.97 Marico 1.49 RateGain Travel 1.1 Balmer Lawrie Freight Containers 0 SJS Enterprises 0.66 United Breweries 0.94 HCL Technologies 1.71 Info Edge (India) 1.1 ICICI Bank 5.36 Gland Pharma 1.11 Metropolis Healthcare 1.05 Ultratech Cement 0.7 Kotak Mahindra Bank 3.91 Brigade Enterprises 1.66 APL Apollo Tubes 1.44 JK Cement 1.2 Sangam Health Care Products 0 Bajaj Finserv 1.3 JB Chemicals 1.21 Noble Brothers Impex 0 Schaeffler India 0.32 Amara Raja Energy & Mobility 1.63 Ion Exchange 0.65 Go Fashion (India) 0.44 Cyient 0.69 Kei Industries 1.94
Debt & Others (2.57%) Sector Allocation Repo 2.37 Cash/Net Current Assets 0.2 Debt Credit Ratings Debt Category Others 2.57
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Multi-Cap Fund Regular-Growth Ret 1M -8.01% Ret 1Y 9.22% Ret 3Y 15.36% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Multi-Cap Fund Regular-IDCW Ret 1M -8.01% Ret 1Y 9.22% Ret 3Y 15.36% Ret 5Y 0%
Equity, Flexi Cap funds Axis Multicap Fund Regular-Growth Ret 1M -6.33% Ret 1Y 9.19% Ret 3Y 21.0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Multicap Fund Regular-IDCW Payout Ret 1M -6.33% Ret 1Y 9.19% Ret 3Y 21.0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Multicap Fund Regular-IDCW Reinvestment Ret 1M -6.33% Ret 1Y 9.19% Ret 3Y 21.0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Multi Cap Fund Regular-Growth Ret 1M -7.38% Ret 1Y 6.36% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Multi Cap Fund Regular-IDCW Payout Ret 1M -7.38% Ret 1Y 6.36% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Multi Cap Fund Regular-IDCW Reinvestment Ret 1M -7.38% Ret 1Y 6.36% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Multi Cap Fund Regular-Growth Ret 1M -6.32% Ret 1Y 9.32% Ret 3Y 15.66% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Multi Cap Fund Regular-IDCW Ret 1M -6.32% Ret 1Y 9.32% Ret 3Y 15.66% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Multi Cap Fund Regular-IDCW Reinvestment Ret 1M -6.32% Ret 1Y 9.32% Ret 3Y 15.66% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.99%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Kaustubh Gupta
Education Mr. Gupta is a B.Com and a Chartered Accountant.
Experience Prior to joining Aditya Birla Sun Life AMC he has worked with ICICI Bank.
Dhaval Joshi
Education Mr. Joshi has done B.Com, M.Com. and MBA (Finance)
Experience Prior to joining Aditya Birla Sun Life Mutual Fund, he was associated with Sundaram Mutual Fund, Emkay Global Financial Services and Asit C Mehta Investment Intermediates Ltd..
Mohit Sharma
Education Mr. Sharma is B Tech (IIT - Madras) and PGDCM (IIM Calcutta).
Experience Prior to joining Aditya Birla Sun Life AMC, he ran his own healthcare-tech business (June 2012 - May 2015). he has also worked as an Interest Rates Trader in Standard Chartered Bank (May 2007 - June 2011) and ICICI Bank Ltd (June 2006 - April 2007). He started his career in the Equity Research in Irevna Ltd (June 2005 - June 2006).
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at moderate risk
AMC and Fund details
Rank (total sets) 14
Date of Incorporation 2003-05-09
Total AUM 435493.47
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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