Aditya Birla Sun Life Short Term Fund Regular-IDCW Reinvestment
Aditya Birla Sun Life Short Term Fund Regular-IDCW Reinvestment: Mutual Fund Overview
Aditya Birla Sun Life Short Term Fund Regular-IDCW Reinvestment 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 (17.4%) Market Cap Large Cap 15.2 Small Cap 0.02 Mid Cap 2.19 Top Sectors Financial 8.19 Automobile 3.14 Energy 2.6 Technology 2.08 Consumer Staples 1.39 Top Holding Hindustan Unilever 1.38 Bharat Forge 2.19 ICICI Bank 1.2 Infosys 2.08 Axis Bank 1.66 Mahindra & Mahindra 0.95 Kwality Wall's (India) 0.02 Reliance Industries 2.6 HDFC Bank 3.97 Shriram Finance 1.36
Debt & Others (82.6%) Sector Allocation Net Payables -0.19 GOI Securities 36.86 Debenture 8.75 Debt Credit Ratings SOV 63.2 AAA 14.16 Cash & Call Money 4.86 Others 0.38 Debt Category Indian Railway Finance Corporation 5.42 Nuclear Power Corpn. 8.75 GOI 36.86 Tamilnadu State 14.06
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-Growth Ret 1M 0.54% Ret 1Y 4.49% Ret 3Y 5.41% Ret 5Y 4.3%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW Ret 1M 0.54% Ret 1Y 4.49% Ret 3Y 5.41% Ret 5Y 4.3%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW Reinvestment Ret 1M 0.54% Ret 1Y 4.49% Ret 3Y 5.41% Ret 5Y 4.3%
Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-Growth Ret 1M 0.53% Ret 1Y 7.23% Ret 3Y 7.47% Ret 5Y 6.33%
Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-IDCW Ret 1M 0.53% Ret 1Y 7.23% Ret 3Y 7.47% Ret 5Y 6.33%
Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-IDCW Quarterly Ret 1M 0.53% Ret 1Y 7.23% Ret 3Y 7.47% Ret 5Y 6.33%
Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-IDCW Reinvestment Ret 1M 0.53% Ret 1Y 7.23% Ret 3Y 7.47% Ret 5Y 6.33%
Equity, Flexi Cap funds Axis Short Duration Fund Regular-Bonus Ret 1M 0.52% Ret 1Y 7.55% Ret 3Y 7.6% Ret 5Y 6.19%
Equity, Flexi Cap funds Axis Short Duration Fund Regular-Growth Ret 1M 0.52% Ret 1Y 7.55% Ret 3Y 7.6% Ret 5Y 6.19%
Equity, Flexi Cap funds Axis Short Duration Fund Regular-IDCW Monthly Payout Ret 1M 0.52% Ret 1Y 7.55% Ret 3Y 7.6% Ret 5Y 6.19%
Equity, Flexi Cap funds Axis Short Duration Fund Regular-IDCW Monthly Reinvestment Ret 1M 0.52% Ret 1Y 7.55% Ret 3Y 7.6% Ret 5Y 6.19%
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.