Discover
INVESTMENTS
DebtShort Duration FundGrowth
Aditya Birla Sun Life Short Term Fund Growth Direct Plan
5
8.06%Fund
3 years
return1M
3M
6M
1Y
3Y
5Y
ALL
NAV on Mar 24 2023 ₹42.67
1D Returns + 0.04%
₹1000
Minimum SIP investment
₹1000
Minimum one time investment
Lock-in:
Fund has no lock-in period
Calculate Returns
Based on past performance of this fund
Select Amount
₹
5000
Select Duration
5 Y
1Y30Y
When you invest ₹5000 every month for the next 5 years
Your Investment
₹300000
Gain
23.48%
₹70430
Maturity Amount
₹370430
Basic Information
Asset Under Management
₹5045.21 Cr.
Expense Ratio
0.38% (inclusive of GST)
Exit Load
Nil
Tax Implications
Withdrawal within 3 years
Tax based on your income tax bracket
Withdrawal after 3 years
20% tax after indexation (adjusting for inflation)
Risk Involved
Your principal will be at
Moderate risk
Ratings
5
Ratings By Other Agencies
Value Research
4
Crisil
4
Morning Star
5
Fund Manager
KG
Kaustubh Gupta
Fund Manager since Apr 2017
Fund Holdings
Top Holding | Allocation |
|---|---|
GSEC2032 | 8.37 % |
N A B A R D | 5.88 % |
GSEC2027 | 3.48 % |
N A B A R D | 2.96 % |
H D F C | 2.96 % |
Others | 76.35 % |
Similar Funds
Funds | ARQ Rating | 3Y Return |
|---|---|---|
5 | 7.72% | |
5 | 8.08% | |
4.5 | 7.30% |
Other Funds by Aditya Birla Sun Life Mutual Fund
Funds | 3Y Return |
|---|---|
| 43.15% |
| 30.10% |
| 11.15% |
Your Investment Pad
By proceeding, you accept Angel One's Terms and Conditions