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Return

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  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹0 & Lump. ₹10000000

AUM (Fund size)

₹15,353 Cr

Lock In Period

N/A

Expense Ratio

1.09

Benchmark

NIFTY Low Duration Debt Index A-I

Exit Load

Nil

Summary

Latest details for Aditya Birla Sun Life Low Duration Fund - Institutional Plan Growth include a ₹477.7992 NAV as of Mar 02,2026 and returns since inception of 22.11%. Minimum investments start at SIP ₹0. The Aditya Birla Sun Life Low Duration Fund - Institutional Plan Growth AUM is ₹15,353 Cr, with a lock-in of N/A years, expense ratio of 1.09%, and benchmark NIFTY Low Duration Debt Index A-I. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.59% returns, against a category average of 0.40% and a category best of 259.36%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.590.40259.36
6M2.672.89280.40
1Y6.717.29309.28
3Y6.8914.4046.82

Portfolio Analysis

  • Equity:
  • Debt: 99.73%
  • Others
As on: 2026-02-15
View allocation % by

1. 7.30% Bharti Telecom Limited (01/12/2027)5.29%
2. 91 DAYS T-BILL - 30APR20264.19%
3. Small Industries Development Bank of India (10/11/2026)2.79%
4. Jtpm Metal Traders Pvt Ltd (29/09/2028) (ZCB)2.60%
5. Jubilant Bevco Ltd (31/05/2028) (ZCB)2.47%
6. Axis Bank Limited (17/12/2026)2.46%
7. 7.55% REC Limited (31/10/2026)2.32%
8. Net Receivables / (Payables)2.07%
9. Punjab National Bank (05/02/2027)1.83%
10. National Bank For Agriculture and Rural Development (03/02/2027)1.83%
11. 7.68% Small Industries Development Bank of India (10/08/2027)1.77%
12. 6.47% Indian Railway Finance Corporation Limited (30/05/2028)1.74%
13. 9.40% 360 ONE Prime Ltd (04/03/2027)1.64%
14. 8.10% Tata Capital Housing Finance Limited (13/12/2028)1.63%
15. 7.19% ICICI Home Finance Company Limited (22/08/2028)1.59%
16. Axis Bank Limited (10/08/2026)1.58%
17. Kotak Mahindra Bank Limited (29/01/2027)1.53%
18. Canara Bank (02/02/2027)1.53%
19. Punjab National Bank (10/02/2027)1.53%
20. Shivshakti Securitisation Trust 2025-1 (28/09/2029)1.52%
21. Government of India (12/04/2026)1.47%
22. 7.03% National Bank for Financing Infrastructure and Dev (08/04/2030)1.46%
23. 6.66% National Bank For Agriculture and Rural Development (12/10/2028)1.45%
24. Indian Bank (05/02/2027)1.37%
25. 7.19% ICICI Home Finance Company Limited (12/11/2027) (FRN)1.37%
26. 7.70% REC Limited (31/08/2026)1.31%
27. Canara Bank (26/05/2026)1.28%
28. 7.55% Poonawalla Fincorp Limited (25/03/2027)1.27%
29. 6.40% LIC Housing Finance Limited (30/11/2026)1.26%
30. Bank of Baroda (16/09/2026)1.25%
31. Small Industries Development Bank of India (28/10/2026)1.24%
32. Axis Bank Limited (27/11/2026)1.24%
33. Radhakrishna Securitisation Trust 2025-1 (28/09/2028)1.21%
34. Clearing Corporation of India Limited1.20%
35. 7.56% REC Limited (31/08/2027)1.18%
36. 9.31% Vedanta Limited (03/12/2027)1.16%
37. 7.21% Embassy Office Parks REIT (17/03/2028)1.15%
38. 7.3064% Aditya Birla Housing Finance Limited (22/05/2028)1.14%
39. 7.20% Knowledge Realty Trust (26/09/2028)0.99%
40. 6.74% Small Industries Development Bank of India (10/01/2029)0.97%
41. India Universal Trust Al2 (21/11/2027)0.92%
42. Union Bank of India (19/01/2027)0.92%
43. 7.65% Poonawalla Fincorp Limited (19/06/2028)0.91%
44. 9.09% Muthoot Finance Limited (01/06/2029)0.84%
45. 9.25% Hinduja Leyland Finance Limited (09/07/2031)0.83%
46. 8.40% Hinduja Leyland Finance Limited (06/05/2027)0.82%
47. 7.55% Power Finance Corporation Limited (15/07/2026)0.82%
48. 7.44% Small Industries Development Bank of India (10/04/2028)0.82%
49. 6.37% REC Limited (31/03/2027)0.81%
50. 7.1242% L&T Finance Ltd (25/09/2028)0.81%
51. 8.00% Tata Capital Housing Finance Limited (03/11/2027)0.66%
52. 7.97% Tata Capital Limited (19/07/2028)0.66%
53. 7.95% Tata Capital Limited (08/02/2028)0.66%
54. 6.64% Housing & Urban Development Corporation Limited (17/07/2028)0.65%
55. 7.05% Jio Credit Ltd (13/10/2027)0.65%
56. Kotak Mahindra Bank Limited (04/02/2027)0.61%
57. Indian Bank (09/02/2027)0.61%
58. 8.33% Aditya Birla Finance Limited (19/05/2027)0.61%
59. 8.07% SMFG India Home Finance Company Limited (10/09/2027)0.59%
60. 7.835% LIC Housing Finance Limited (11/05/2027)0.49%
61. 6.66% Small Industries Development Bank of India (25/10/2028)0.45%
62. India Universal Trust Al2 (21/11/2026)0.43%
63. 9.00% Hinduja Leyland Finance Limited (14/11/2027)0.42%
64. 7.8989% Aditya Birla Housing Finance Limited (08/06/2027)0.39%
65. 8.75% JSW Energy Limited (20/03/2028)0.39%
66. 8.32% Hero Housing Finance Ltd (30/08/2027)0.39%
67. 6.60% REC Limited (30/06/2027)0.39%
68. 7.25% RJ Corp Ltd (08/12/2028)0.34%
69. 7.48% National Bank For Agriculture and Rural Development (15/09/2028)0.33%
70. 7.712% Tata Capital Housing Finance Limited (14/01/2028)0.33%
71. 9.15% Piramal Finance Limited (17/06/2027)0.33%
72. 8.35% SMFG India Home Finance Company Limited (15/01/2027)0.33%
73. 7.55% Small Industries Development Bank of India (22/09/2026)0.33%
74. 7.80% REC Limited (30/05/2026)0.33%
75. 7.43% Small Industries Development Bank of India (31/08/2026)0.33%
76. 7.44% REC Limited (30/04/2026)0.33%
77. 7.123% Tata Capital Housing Finance Limited (21/07/2027)0.33%
78. Small Industries Development Bank of India (05/05/2026)0.32%
79. Axis Bank Limited (25/06/2026)0.32%
80. Kotak Mahindra Bank Limited (08/01/2027)0.31%
81. 6.85% National Bank For Agriculture and Rural Development (19/01/2029)0.29%
82. 7.68% Small Industries Development Bank of India (09/07/2027)0.26%
83. 8.65% Bharti Telecom Limited (05/11/2027)0.20%
84. 7.35% Bharti Telecom Limited (15/10/2027)0.19%
85. 7.53% National Bank For Agriculture and Rural Development (24/03/2028)0.16%
86. 7.37% Indian Railway Finance Corporation Limited (31/07/2029)0.16%
87. 7.71% REC Limited (26/02/2027)0.16%
88. 8.75% JSW Energy Limited (03/03/2028)0.16%
89. 7.77% REC Limited (30/09/2026)0.16%
90. 8.32% Hero Housing Finance Ltd (29/04/2027)0.16%
91. 7.50% National Bank For Agriculture and Rural Development (31/08/2026)0.16%
92. 7.23% Small Industries Development Bank of India (09/03/2026)0.16%
93. 7.51% REC Limited (31/07/2026)0.16%
94. 8.05% JSW Energy Limited (10/11/2028)0.16%
95. Small Industries Development Bank of India (20/05/2026)0.16%
96. HDFC Bank Limited (12/06/2026)0.16%
97. 8.05% Summit Digitel Infrastructure Private Limited (31/05/2027)0.13%
98. 7.22% Embassy Office Parks REIT (16/05/2028)0.12%
99. 8.75% Bharti Telecom Limited (05/11/2029)0.10%
100. 8.24% L&T Finance Limited (16/06/2027)0.10%
101. 7.75% Mindspace Business Parks REIT (30/06/2026)0.10%
102. Axis Bank Limited (04/03/2026)0.10%
103. 7.924% Kotak Mahindra Prime Limited (20/02/2026)0.07%
104. 8.25% Tata Projects Limited (28/04/2027)0.03%
105. 8.75% Piramal Finance Limited (29/10/2027)0.03%
106. 8.0736% HDB Financial Services Limited (17/04/2026)0.03%
107. 7.70% National Bank For Agriculture and Rural Development (30/09/2027)0.02%
108. 7.80% National Bank For Agriculture and Rural Development (15/03/2027)0.02%

1. 182 DAYS T-BILL - 26MAR20262.59%
2. 364 DAYS T-BILL - 24SEP20261.67%
3. 364 DAYS T-BILL - 17SEP20261.07%

About Fund

Aditya Birla Sun Life Low Duration Fund - Institutional Plan Growth managed by Aditya Birla Sun Life Mutual Fund,is a Low Duration Fundsscheme with Assets Under Management of ₹15,353 Crore. The fund benchmarks its performance against the NIFTY Low Duration Debt Index A-I while maintaining an expense ratio of 1.09. Under the expert guidance of Kaustubh Gupta ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundMahindra Manulife Low Duration Fund Growth1574.98 CR1.1
This FundAditya Birla Sun Life Low Duration Fund Growth215352.9 CR1.24
This FundAditya Birla Sun Life Low Duration Fund - Institutional Plan Growth215352.9 CR1.09
This FundFranklin India Low DurationFund Growth051.1 CR0.74
Fund Name1Y3Y
This FundMahindra Manulife Low Duration Fund Growth6.642722.0832
This FundAditya Birla Sun Life Low Duration Fund Growth6.713122.1098
This FundAditya Birla Sun Life Low Duration Fund - Institutional Plan Growth6.713522.1111
This FundFranklin India Low DurationFund Growth37.141246.82

FAQs

Aditya Birla Sun Life Low Duration Fund - Institutional Plan Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Aditya Birla Sun Life Low Duration Fund - Institutional Plan Growth is 1.09. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Aditya Birla Sun Life Low Duration Fund - Institutional Plan Growth’s fund performance is as follows:
  • 1 Month : 0.59%
  • 6 Months : 2.67%
  • 1 Year : 6.71%
  • 3 Years : 6.89%
Returns of Aditya Birla Sun Life Low Duration Fund - Institutional Plan Growth are updated daily based on NAV of ₹ 477.7992 as on Mar 02,2026. Since inception, the return has been 22.11%.

You can invest in Aditya Birla Sun Life Low Duration Fund - Institutional Plan Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Aditya Birla Sun Life Low Duration Fund - Institutional Plan Growth is ₹15,353 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Aditya Birla Sun Life Low Duration Fund - Institutional Plan Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500