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Aditya Birla Sun Life Short Term Fund - Regular Plan - Growth

  • Regular
  • Direct
Category : Short Duration Fund
  • Latest (Updated on 31st Mar 2021)
    Crisil Rank
  • (Updated on 31st Dec 2020)
    Crisil Rank
  • (Updated on 30th Sep 2020)
    Crisil Rank
  • (Updated on 30th Jun 2020)
    Crisil Rank
  • (Updated on 31st Mar 2020)
    Crisil Rank
Should you invest in this fund? - Fund has improved its performance compared to similar funds in the Short Duration Fund. Existing investors can continue their SIPs/investments in this fund. Other investors can also start a fresh investments in this fund.

Returns (NAV as on 18th June, 2021)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 11-Jun-21 9986.10 -0.14% - -0.16% 8/27
1 Month 18-May-21 10037.70 0.38% - 0.32% 7/27
3 Month 18-Mar-21 10216.70 2.17% - 1.93% 3/27
6 Month 18-Dec-20 10188.00 1.88% - 1.76% 6/26
YTD 01-Jan-21 10159.10 1.59% - 1.54% 6/26
1 Year 18-Jun-20 10840.30 8.40% 8.40% 6.30% 4/26
2 Year 18-Jun-19 11766.60 17.67% 8.46% 6.78% 7/26
3 Year 18-Jun-18 12831.80 28.32% 8.66% 6.31% 3/25
5 Year 17-Jun-16 14683.30 46.83% 7.98% 6.46% 3/24
10 Year 17-Jun-11 23749.30 137.49% 9.02% 7.69% 1/22
Since Inception 09-May-03 37078.80 270.79% 7.50% 7.33% 12/26

SIP Returns (NAV as on 18th June, 2021)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 18-Jun-20 12000 12385.23 3.21 % 6 %
2 Year 18-Jun-19 24000 26018.2 8.41 % 7.96 %
3 Year 18-Jun-18 36000 40858.41 13.5 % 8.39 %
5 Year 17-Jun-16 60000 73279.44 22.13 % 7.93 %
10 Year 17-Jun-11 120000 186297.35 55.25 % 8.52 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund 0.02% 0.38% 2.17% 1.88% 1.62% 8.40% 8.46% 8.66% 7.98%
Nifty 50 -0.05% 3.81% 7.73% 13.97% 12.17% 55.41% 15.80% 13.23% 13.91%
Benchmark: CRISIL 10 Year Gilt Index 0.08% 0.25% 2.86% 2.34% 1.61% 3.91% 7.47% 9.67% 7.39%
Category Average 0.03% 0.32% 1.93% 1.76% 1.54% 6.30% 6.78% 6.31% 6.46%
Category Rank 24/27 7/27 3/27 6/26 6/26 4/26 7/26 3/25 3/24
Best in Category 0.06% 0.82% 4.28% 7.86% 6.78% 13.55% 10.08% 8.90% 8.16%
Worst in Category 0.00% 0.19% 1.32% 0.92% 0.78% 4.11% -5.72% -3.26% 0.79%

Best Quarters

Period This Fund Nifty 50 CRISIL 10 Year Gilt Index Category Average
Q3 - 2016 4.00% 3.40% 4.82% 3.01%
Q2 - 2020 3.99% 24.82% 1.61% 2.06%
Q2 - 2020 3.99% 24.82% 1.61% 2.06%

Worst Quarters

Period This Fund Nifty 50 CRISIL 10 Year Gilt Index Category Average
Q1 - 2021 0.18% 4.80% -0.58% 0.24%
Q2 - 2018 0.39% 4.36% -1.53% 0.73%
Q1 - 2021 0.21% 4.80% -0.58% 0.24%

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