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Aditya Birla SL Short Term Fund Standard Growth

GrowthRegular
49.000.02% (+0.01)
High
Low
Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

Large-size Fund

Assets Under Mgmt: ₹ 11,363 Cr

Moderate Risk

Principle investment will be at moderate risk

Scorecard

Performance

High

The creamy layer - amongst the top performing Mutual Funds

Risk

High

Stay alerted, risk is higher vs others

Cost

High

Higher costs on pocket vs others

Composition

High

A well thought mix versus other funds

Red flags

Low

We got you covered, no major red flags identified

How to use scorecard? Learn more

Large-size Fund

Assets Under Mgmt: ₹ 11,363 Cr

Moderate Risk

Principle investment will be at moderate risk

Aditya Birla SL Short Term Fund Performance & Key Metrics

Aditya Birla SL Short Term Fund Performance & Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
17.024.12
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
0.656.773.88

Aditya Birla SL Short Term Fund Scheme InfoAditya Birla SL Short Term Fund Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs0.00%
Nil
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 1,000
Initial: ₹ 1,000 Incremental: ₹ 1,000
BenchmarkBenchmark
Nifty Short Duration Debt Index

About Short Duration Fund

About Short Duration Fund

Short duration funds are debt funds. They invest in short term debt securities for the duration between 1 to 3 years. They generally offer stable returns for moderate risks.

Aditya Birla SL Short Term Fund Portfolio

Aditya Birla SL Short Term Fund Asset Allocation

Aditya Birla SL Short Term Fund Asset Allocation

Actual

Target

Mar 2025

Jun 2025

Sep 2025

Oct 2025

ACTUAL
+1 moreFloating-rate DebtCash & EquivalentsSecured DebtGovernment SecuritiesCorporate Debt0.26%1.49%3.76%3.88%13.48%77.12%

Mar 2025

Jun 2025

Sep 2025

Oct 2025

Tickertape Separator

Aditya Birla SL Short Term Fund Sector Distribution

Aditya Birla SL Short Term Fund Sector Distribution

+7 moreInvestment Banking & BrokerageOthersG-SecPublic BanksConsumer Finance26.14 %11.59 %12.62 %13.48 %17.37 %18.79 %

Mar 2025

Jun 2025

Sep 2025

Oct 2025

Tickertape Separator

Aditya Birla SL Short Term Fund Sector Weightage

Aditya Birla SL Short Term Fund Sector Weightage

Sep 24Dec 24Mar 25Jun 25Sep 25Oct 254.65%4.04%5.08%21.82%20.51%18.79%
Consumer Finance as a % of total holdings for last six quarters
Tickertape Separator

Aditya Birla SL Short Term Fund Current Holdings

Aditya Birla SL Short Term Fund Current Holdings

Debt

Others

  • Constituent
    Holding Weight
    3M Change

AMC Profile of Aditya Birla SL Short Term Fund

AMC Profile of Aditya Birla SL Short Term Fund

Aditya Birla Sun Life AMC Limited, is a joint venture between the Aditya Birla Group and the Sun Life Financial Inc. of Canada. The joint venture brings together Aditya Birla Group's experience in the Indian market and Sun Life's global experience.

Aditya Birla Sun Life AMC Limited, is a joint venture between the Aditya Birla Group and the Sun Life Financial Inc. of Canada. The joint venture brings together Aditya Birla Group's experience in the Indian market and Sun Life's global experience.

  • No.of Schemes

    95

  • Total AUM

    ₹ 4,37,364.83 Cr.

Aditya Birla SL Short Term Fund Manager Details

Aditya Birla SL Short Term Fund Manager Details

Aditya Birla SL Short Term Fund Manager Profile

Aditya Birla SL Short Term Fund Manager Profile

Kaustubh Gupta

AUM:  ₹2,02,017.71 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 5yrs

Mohit Sharma

AUM:  ₹1,09,514.61 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 10yrs

Aditya Birla SL Short Term Fund Manager Performance (0)

Aditya Birla SL Short Term Fund Manager Performance (0)

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Aditya Birla SL Short Term Fund Tax Implications

Aditya Birla SL Short Term Fund Tax Implications

Invested period < 2 years

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments from 1st April 2023)

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments before 1st April 2023)

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Annual Income
As per the tax implications, in some cases, tax on MF returns depends on your annual income slab

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You make

Frequently asked questions

Frequently asked questions

  1. What is the current price / NAV of Aditya Birla SL Short Term Fund?

    The current NAV of Aditya Birla SL Short Term Fund is ₹49.00, as of 4th December 2025.

  2. What are the returns of Aditya Birla SL Short Term Fund?

    The Aditya Birla SL Short Term Fund was launched on 9th May 2003. This mutual fund's past returns are as follows:
    • 1 Year Returns: 7.93%
    • 3 Year Returns: 7.60%
    • 5 Year Returns: 6.16%

  3. What are the top 5 sectoral holdings of Aditya Birla SL Short Term Fund?

    The top sectors Aditya Birla SL Short Term Fund has invested in are as follows:
    • Consumer Finance | 18.79%
    • Public Banks | 17.37%
    • G-Sec | 13.48%
    • Others | 12.62%
    • Investment Banking & Brokerage | 11.59%
    This data is as on 4th December 2025.

  4. What are the top 5 holdings of Aditya Birla SL Short Term Fund?

    The top 5 holdings for Aditya Birla SL Short Term Fund are as follows:
    • 7.44% REC Limited (29/02/2028) ** | 4.17%
    • 6.65% Indian Railway Finance Corporation Limited (20/05/2030) ** | 3.85%
    • 7.35% Bharti Telecom Limited (15/10/2027) ** | 3.84%
    • 7.70% National Bank For Agriculture and Rural Development (30/09/2027) | 3.72%
    • 7.17% Tata Capital Housing Finance Limited (21/05/2030) ** | 3.19%
    This data is as on 4th December 2025.

  5. What is the asset allocation of Aditya Birla SL Short Term Fund?

    The asset allocation for Aditya Birla SL Short Term Fund is as follows:
    • Corporate Debt | 77.12%
    • Government Securities | 13.48%
    • Secured Debt | 3.88%
    • Cash & Equivalents | 3.76%
    • Floating-rate Debt | 1.49%
    This data is as on 4th December 2025.

  6. What is the AUM of Aditya Birla SL Short Term Fund?

    The AUM (i.e. assets under management) of Aditya Birla SL Short Term Fund is ₹11363.45 Cr as of 4th December 2025.

  7. What is the expense ratio of Aditya Birla SL Short Term Fund?

    The expense ratio of Aditya Birla SL Short Term Fund Plan is 1 as of 4th December 2025.

  8. What is the volatility or standard deviation of Aditya Birla SL Short Term Fund?

    The volatility or standard deviation for the Aditya Birla SL Short Term Fund is 0.94

    Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

  9. What is the sharpe ratio of Aditya Birla SL Short Term Fund?

    The Sharpe ratio for the Aditya Birla SL Short Term Fund is 4.12

    The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

  10. What is the Sortino ratio of Aditya Birla SL Short Term Fund?

    The Sortino Ratio for the Aditya Birla SL Short Term Fund is 0.54

    The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.