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Aditya Birla Sun Life Short Term Fund Regular-IDCW
Debt, Short Duration, Principal at moderate risk
1 Year Return 7.3%
Fund Details
NAV 14.7364
Sub-Type Short Duration
Rating 4
Min. SIP Amount 1000.0
Fund Age(Year) 22.78
Fund Size 9747.73
Fund Performance
1 Month 0.78%
3 Month 0.91%
6 Month 2.74%
1 Year 7.3%
3 Year 7.48%
5 Year 6.29%
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-Growth Ret 1M 0.5% Ret 1Y 4.53% Ret 3Y 5.39% Ret 5Y 4.15%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW Ret 1M 0.5% Ret 1Y 4.53% Ret 3Y 5.39% Ret 5Y 4.15%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW Reinvestment Ret 1M 0.5% Ret 1Y 4.53% Ret 3Y 5.39% Ret 5Y 4.15%
Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-Growth Ret 1M 0.78% Ret 1Y 7.3% Ret 3Y 7.48% Ret 5Y 6.29%
Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-IDCW Ret 1M 0.78% Ret 1Y 7.3% Ret 3Y 7.48% Ret 5Y 6.29%
Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-IDCW Quarterly Ret 1M 0.78% Ret 1Y 7.3% Ret 3Y 7.48% Ret 5Y 6.29%
Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-IDCW Reinvestment Ret 1M 0.78% Ret 1Y 7.3% Ret 3Y 7.48% Ret 5Y 6.29%
Equity, Flexi Cap funds Axis Short Duration Fund Regular-Bonus Ret 1M 0.78% Ret 1Y 7.67% Ret 3Y 7.58% Ret 5Y 6.15%
Equity, Flexi Cap funds Axis Short Duration Fund Regular-Growth Ret 1M 0.78% Ret 1Y 7.67% Ret 3Y 7.58% Ret 5Y 6.15%
Equity, Flexi Cap funds Axis Short Duration Fund Regular-IDCW Monthly Payout Ret 1M 0.78% Ret 1Y 7.67% Ret 3Y 7.58% Ret 5Y 6.15%
Equity, Flexi Cap funds Axis Short Duration Fund Regular-IDCW Monthly Reinvestment Ret 1M 0.78% Ret 1Y 7.67% Ret 3Y 7.58% Ret 5Y 6.15%
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
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..
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.
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) 18
Date of Incorporation 2003-05-09
Total AUM 2026-01-31
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.
Know This Fund
As on 19 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (0%) Market Cap Top Sectors Top Holding
Debt & Others (100%) Sector Allocation State Development Loan 2.21 Debenture 48.11 Bonds 24.96 Debt Credit Ratings AAA 69.84 SOV 12.2 AA 11.36 AA+ 4.3 Cash & Call Money 1.9 Debt Category Small Industries 6.4 Jubilant Beverages 0.37 Jubilant Bevco 2.1 Embassy Office Parks REIT 1.86
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