3 Year return
6.77%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Moderate Risk
Asset Under Management
₹8315.2 Cr.
Expense Ratio
0.38% (inclusive of GST)
Exit Load
Nil
Tax Implications
Tax on gains as per your income tax bracket
Fund Holdings
Aditya Birla Sun Life Mutual Fund Managers
KG
Kaustubh Gupta
Fund Manager since Oct 2018
Fund House Details
Aditya Birla Sun Life Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Bank of India Short Term Income Fund |
13.2% |
4 |
UTI Short Duration Fund |
6.62% |
5 |
ICICI Prudential Short Term Fund |
7.04% |
5 |
Schemes by Aditya Birla Sun Life Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Arbitrage Fund
Aditya Birla Sun Life Arbitrage Fund Direct IDCW Payout
Hybrid . Arbitrage Fund
Aditya Birla Sun Life Arbitrage Fund Direct IDCW Reinvestment
Other . FoFs Domestic
Aditya Birla Sun Life Active Debt Multi Manager FoF Scheme Direct Plan Growth
Other . FoFs Domestic
Aditya Birla Sun Life Active Debt Multi Manager FoF Scheme Direct IDCW Payout
Other . FoFs Domestic
Aditya Birla Sun Life Active Debt Multi Manager FoF Scheme Direct IDCW Reinvestment
About Aditya Birla Sun Life Short Term Fund Growth Direct Plan
The Aditya Birla Sun Life Short Term Fund Growth Direct Plan is a mutual fund offered by Aditya Birla Sun Life Mutual Fund. This specific fund falls within the category of short-term debt funds. The Aditya Birla Sun Life Short Term Fund Growth Direct Plan is an open-ended fund. As an open-ended fund, you have the flexibility to buy and sell units of the fund on any business day. The fund's expense ratio is lower than the category average. This means that the fund charges lower fees, which can help to improve your returns.
Investment Objective of the Scheme
The primary objective of the Aditya Birla Sun Life Short Term Fund Growth Direct Plan is to generate regular income with a focus on capital preservation. The fund primarily invests in a diversified portfolio of debt and money market instruments with relatively shorter maturities. Its aim is to provide investors with stable returns over a shorter investment horizon.
Key Features of The Fund
5-year return | 7.43% |
Expense Ratio | 0.38% |
Fund Manager | Kaustubh Gupta |
Fund Size | ₹8315.2 Cr |
Risk Profile | Moderate |
Is This Scheme Right for Me?
This fund could be suitable for investors who are seeking a relatively stable source of income with lower risk exposure compared to equity funds. It might appeal to individuals who are looking for an alternative to traditional fixed deposits or savings accounts, offering potentially better returns in the short term. Investors who have a lower risk tolerance and prefer short-term investments may find this fund attractive.
AMC Contact Details
Name | Aditya Birla Sun Life Mutual Fund |
Launch Date | September 1994 |
Addresss | One India Bulls Centre, Tower-1, 17th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road, Mumbai, 400013 |
Contact | 1-800-22-7000 |
care.mutualfunds@adityabirlacapital.com | |
Website | https://mutualfund.adityabirlacapital.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
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FAQs
What is today's NAV of Aditya Birla Sun Life Short Term Fund?
What is the AUM of Aditya Birla Sun Life Short Term Fund?
What is the expense ratio of Aditya Birla Sun Life Short Term Fund?
What are the returns of Aditya Birla Sun Life Short Term Fund since inception?
What is the minimum SIP amount to invest in Aditya Birla Sun Life Short Term Fund?
How do I invest in Aditya Birla Sun Life Short Term Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Aditya Birla Sun Life Short Term Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Aditya Birla Sun Life Short Term Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Aditya Birla Sun Life Short Term Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.