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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.38 | 7.65 | 3.09 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.64 | 7.55 | 5.93 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
Nifty Short Duration Debt Index |
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.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Aditya Birla SL Short Term Fund(IDCW) | -16.19% | -12.10% | -0.84% |
ICICI Pru Short Term Fund(M-IDCW Payout) | 0.09% | 0.06% | 0.51% |
Kotak Bond Short Term Fund(IDCW) | 8.96% | 4.85% | 6.77% |
HDFC Short Term Debt Fund(IDCW-Reinv) | 1.25% | 2.38% | 6.44% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Debt
Others
Holdings
11.69 %
Holdings
5.24 %
Holdings
3.84 %
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
93
Total AUM
₹ 3,70,063.76 Cr.
Kaustubh Gupta
AUM: ₹1,60,247.63 Cr.
|
Exp: 5yrs
Mohit Sharma
AUM: ₹73,290.98 Cr.
|
Exp: 10yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
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%