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Aditya Birla Sun Life Low Duration Fund - Institutional Plan Growth Return

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Showing Funds Performance since Sep 07, 2020

Aditya Birla Sun Life Low Duration Fund - Institutional Plan Growth Fund Overview

Min. investment

SIP ₹0 & Lump. ₹10000000

AUM (Fund size)

₹10,667 Cr

Lock In Period

N/A

Expense Ratio

1.09

Exit Load

Nil

Benchmark

NIFTY Low Duration Debt Index A-I

Aditya Birla Sun Life Low Duration Fund - Institutional Plan Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.84-1.24259.36
6M2.480.67280.40
1Y5.393.01309.28
3Y6.598.3446.82

Portfolio Analysis

  • Equity:
  • Debt: 99.58%
  • Others
As on: 2026-06-15
View allocation % by

1. 7.30% Bharti Telecom Limited (01/12/2027)7.47%
2. Jubilant Bevco Ltd (31/05/2028) (ZCB)3.62%
3. Jtpm Metal Traders Pvt Ltd (29/09/2028) (ZCB)3.36%
4. 7.55% REC Limited (31/10/2026)3.27%
5. 182 DAYS T-BILL 18SEP263.01%
6. 6.74% Small Industries Development Bank of India (10/01/2029)3.00%
7. National Bank For Agriculture and Rural Development (03/02/2027)2.69%
8. 7.68% Small Industries Development Bank of India (10/08/2027)2.53%
9. 6.47% Indian Railway Finance Corporation Limited (30/05/2028)2.50%
10. 9.40% 360 ONE Prime Ltd (04/03/2027)2.35%
11. 8.10% Tata Capital Housing Finance Limited (13/12/2028)2.32%
12. 7.19% ICICI Home Finance Company Limited (22/08/2028)2.28%
13. Canara Bank (02/02/2027)2.24%
14. Shivshakti Securitisation Trust 2025-1 (28/09/2029)2.16%
15. 6.66% National Bank For Agriculture and Rural Development (12/10/2028)2.08%
16. Small Industries Development Bank of India (10/11/2026)2.05%
17. Indian Bank (05/02/2027)2.01%
18. Punjab National Bank (04/02/2027)1.97%
19. 7.07% ICICI Home Finance Company Limited (12/11/2027) (FRN)1.96%
20. 7.55% Poonawalla Fincorp Limited (25/03/2027)1.82%
21. Radhakrishna Securitisation Trust 2025-1 (28/09/2028)1.71%
22. 7.56% REC Limited (31/08/2027)1.69%
23. 9.31% Vedanta Limited (03/12/2027)1.67%
24. 7.21% Embassy Office Parks REIT (17/03/2028)1.65%
25. 7.3064% Aditya Birla Housing Finance Limited (22/05/2028)1.62%
26. 7.03% National Bank for Financing Infrastructure and Dev (08/04/2030)1.62%
27. Punjab National Bank (10/02/2027)1.57%
28. 7.20% Knowledge Realty Trust (26/09/2028)1.42%
29. 182 DAYS T-BILL 03SEP261.39%
30. 7.65% Poonawalla Fincorp Limited (19/06/2028)1.30%
31. 9.25% Hinduja Leyland Finance Limited (09/07/2031)1.20%
32. 9.09% Muthoot Finance Limited (01/06/2029)1.19%
33. 7.44% Small Industries Development Bank of India (10/04/2028)1.17%
34. 8.40% Hinduja Leyland Finance Limited (06/05/2027)1.17%
35. India Universal Trust Al2 (21/11/2027)1.17%
36. 7.1242% L&T Finance Ltd (25/09/2028)1.15%
37. 8.00% Tata Capital Housing Finance Limited (03/11/2027)0.94%
38. 7.05% Jio Credit Ltd (13/10/2027)0.93%
39. 6.64% Housing & Urban Development Corporation Limited (17/07/2028)0.93%
40. ICICI Bank Limited (27/01/2027)0.90%
41. Small Industries Development Bank of India (28/01/2027)0.90%
42. Kotak Mahindra Bank Limited (04/02/2027)0.90%
43. Indian Bank (09/02/2027)0.89%
44. Small Industries Development Bank of India (18/02/2027)0.89%
45. Sundaram Finance Limited (28/04/2027)0.88%
46. 8.33% Aditya Birla Finance Limited (19/05/2027)0.88%
47. 8.07% SMFG India Home Finance Company Limited (10/09/2027)0.84%
48. 7.97% Tata Capital Limited (19/07/2028)0.80%
49. 7.77% REC Limited (31/03/2028)0.71%
50. ICICI Bank Limited (08/03/2027)0.67%
51. 9.00% Hinduja Leyland Finance Limited (14/11/2027)0.60%
52. 7.8989% Aditya Birla Housing Finance Limited (08/06/2027)0.56%
53. 8.32% Hero Housing Finance Ltd (30/08/2027)0.56%
54. 8.75% JSW Energy Limited (20/03/2028)0.56%
55. 7.25% RJ Corp Ltd (08/12/2028)0.49%
56. 7.712% Tata Capital Housing Finance Limited (14/01/2028)0.47%
57. 6.60% REC Limited (30/06/2027)0.47%
58. 6.07% National Bank For Agriculture and Rural Development (19/11/2027)0.46%
59. Punjab National Bank (15/09/2026)0.46%
60. 182 DAYS T-BILL - 10SEP20260.46%
61. National Bank For Agriculture and Rural Development (28/01/2027)0.45%
62. Punjab National Bank (09/02/2027)0.45%
63. HDFC Bank Limited (09/03/2027)0.44%
64. 9.10% Piramal Finance Limited (16/04/2027)0.38%
65. 7.68% Small Industries Development Bank of India (09/07/2027)0.38%
66. Union Bank of India (19/01/2027)0.31%
67. 8.65% Bharti Telecom Limited (05/11/2027)0.28%
68. 7.35% Bharti Telecom Limited (15/10/2027)0.27%
69. 7.37% Indian Railway Finance Corporation Limited (31/07/2029)0.24%
70. 7.95% Tata Capital Limited (08/02/2028)0.23%
71. 8.75% JSW Energy Limited (03/03/2028)0.23%
72. 8.32% Hero Housing Finance Ltd (29/04/2027)0.23%
73. 6.95% REC Limited (18/02/2028)0.23%
74. 7.123% Tata Capital Housing Finance Limited (21/07/2027)0.23%
75. 8.05% JSW Energy Limited (10/11/2028)0.23%
76. India Universal Trust Al2 (21/11/2026)0.23%
77. Axis Bank Limited (11/09/2026)0.23%
78. Indian Bank (22/01/2027)0.22%
79. HDFC Bank Limited (24/02/2027)0.22%
80. 8.05% Summit Digitel Infrastructure Private Limited (31/05/2027)0.19%
81. 6.85% National Bank For Agriculture and Rural Development (19/01/2029)0.19%
82. 6.66% Small Industries Development Bank of India (25/10/2028)0.18%
83. 7.22% Embassy Office Parks REIT (16/05/2028)0.17%
84. 8.24% L&T Finance Limited (16/06/2027)0.09%
85. State Government Securities (29/06/2026)0.04%
86. 7.70% National Bank For Agriculture and Rural Development (30/09/2027)0.03%
87. 7.80% National Bank For Agriculture and Rural Development (15/03/2027)0.03%
88. Net Receivables / (Payables)-11.17%

1. 182 DAYS T-BILL - 21AUG20264.64%
2. 364 DAYS T-BILL - 24SEP20262.45%
3. 364 DAYS T-BILL - 17SEP20261.57%
4. 364 DAYS T-BILL - 19FEB20271.13%
5. 364 DTB 09Jul20260.03%

About Fund Aditya Birla Sun Life Low Duration Fund - Institutional Plan Growth

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 ₹10,667 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.

Fund Managers

Kaustubh Gupta

Mr. Kaustubh has done CA, B.Com. He has over 5 years of experience. Prior to joining BSLAMC, he worked with ICICI Bank Limited as Money Market Manager managing liquidity.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Mirae Asset Low Duration Fund - Retail Plan Growth0605.08 CR0.84
Sundaram Low Duration Fund Growth0385.22 CR1.14
Aditya Birla Sun Life Low Duration Fund - Institutional Plan Growth010666.56 CR1.09
Franklin India Low DurationFund Growth051.1 CR0.72
Fund Name1Y3Y
This FundMirae Asset Low Duration Fund - Retail Plan Growth7.076420.214
This FundSundaram Low Duration Fund Growth5.199320.9564
This FundAditya Birla Sun Life Low Duration Fund - Institutional Plan Growth5.386721.1134
This FundFranklin India Low DurationFund Growth37.141246.82

Aditya Birla Sun Life Low Duration Fund - Institutional Plan Growth 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 : 0.84%
  • 6 Months : 2.48%
  • 1 Year : 5.39%
  • 3 Years : 6.59%
Returns of Aditya Birla Sun Life Low Duration Fund - Institutional Plan Growth are updated daily based on NAV of ₹ 485.0458 as on Jun 19,2026. Since inception, the return has been 21.11%.

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 ₹10,667 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.