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Aditya Birla Sun Life Low Duration Fund Institutional Growth

Fixed IncomeLow Duration

473.19

0.10(0.02%)

NAV as on 17 Dec, 2025

CAGR

6.94%

Top Performer

This scheme has consistently delivered the best returns in its Low Duration category across .

Returns

AUM (Crs.)15,555.69
Expense Ratio1.24 %
Sharpe Ratio / Category Average0.70 / 1.21
Standard Deviation / Category Average0.39 / 0.55
Beta / Category Average1.23 / 1.22
Portfolio Turnover / Category Average139.46 / 238.19
Top 5 Debt Holdings Wt.16.14
Top 10 Debt Holdings Wt.28.80
Investment StyleLimited Sensitivity High Quality
Morningstar Rating

Performance

LumpsumSIPQuarterlyBest & Worst

Absolute and Annualised Returns

Yearly Returns

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Portfolio

Asset Allocation

Equity%
Debt%
Cash%
Derivatives%

Weightage by Credit Rating

Concentration

No. of Debt Holdings--
Top 10 Debt Holdings--
Top 5 Debt Holdings--

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Fundamentals

Measures	Fund

Risk Metrics

Peers

1Y3Y5Y10Y

Mutual Fund	AUM (cr.)	3YReturns

Holdings

Stocks

Sector

About

Fund Manager(s)Check History
Kaustubh Gupta, Mohit Sharma
Launch Date16 Apr, 2003
BenchmarkS&P BSE 500

Objective

The objective of the scheme is to provide income which is consistent with a portfolio through investments in a basket of debt and money market instruments of short maturities with a view to provide reasonable returns.

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