Aditya Birla Sun Life Low Duration Regular Plan Growth
Debt
India Debt Liquid Market
Liquid
Others
Aggressive growth
Investor Profile1–3 yearsInvestment Horizon
HNI, UHNI, Retail Investor, Mass AffluentTarget Segments
SEBI registered equity mutual fund suitable for all investor categoriesRegulatory Fit
Aditya Birla Sun Life Low Duration Growth invests in short-term bonds, balancing safety with modest growth.
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Fund Performance
-1.2% AnnuallyAlpha
+6.4% vs +9.9% benchmarkSince Inception
+6.6% vs +6.3% benchmark3Y Annualized
+5.9% vs +6.5% benchmark5Y Annualized
Aditya Birla Sun Life Low Duration Regular Plan Growth
Benchmark Index
Benchmark Performance Comparison
Aditya Birla Sun Life Low Duration Fund
FD Returns
Risk Profile
Standard Deviation0.5%
Sharpe Ratio1.67
Beta5.62
Upside Capture92%
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Top Stock Holdings
CompanySectorAllocation
07.00 RJ Sdl 2025Utilities4.55%
Kotak Mahindra Bank LimitedUtilities3.62%
Jubilant Bevco LimitedUtilities3.05%
National Bank For Agriculture And Rural DevelopmentUtilities2.81%
National Bank For Agriculture And Rural DevelopmentUtilities2.51%
Export Import Bank Of India (20/03/2026)Utilities2.31%
360 One Prime LimitedUtilities1.93%
Rec LimitedUtilities1.91%
Small Industries Development Bank Of IndiaUtilities1.90%
91 Days Tbill Red 19-06-2025Utilities1.89%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.24%
Regulatory & Tax Information
INF209K01LQ0
ISINDailyDealing Frequency
CRISIL Low Duration Debt A-I TR INRBenchmark
Capital Gain Tax | Taxed as per Income Tax Slab
Tax Implications (India)