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

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This Fund:
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹0 & Lump. ₹10000000

AUM (Fund size)

₹13,619 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 ₹481.4595 NAV as of May 06,2026 and returns since inception of 21.26%. Minimum investments start at SIP ₹0. The Aditya Birla Sun Life Low Duration Fund - Institutional Plan Growth AUM is ₹13,619 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 0.52% returns, against a category average of 2.46% and a category best of 259.36%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.522.46259.36
6M2.271.77280.40
1Y5.575.64309.28
3Y6.6416.5546.82

Portfolio Analysis

  • Equity:
  • Debt: 99.70%
  • Others
As on: 2026-04-15
View allocation % by

1. 7.30% Bharti Telecom Limited (01/12/2027)5.94%
2. Jtpm Metal Traders Pvt Ltd (29/09/2028) (ZCB)2.95%
3. Jubilant Bevco Ltd (31/05/2028) (ZCB)2.80%
4. 7.50% National Bank For Agriculture and Rural Development (31/08/2026)2.76%
5. 7.55% REC Limited (31/10/2026)2.61%
6. 182 DAYS T-BILL 18SEP262.33%
7. National Bank For Agriculture and Rural Development (03/02/2027)2.09%
8. 7.68% Small Industries Development Bank of India (10/08/2027)1.99%
9. 6.47% Indian Railway Finance Corporation Limited (30/05/2028)1.95%
10. Net Receivables / (Payables)1.87%
11. 9.40% 360 ONE Prime Ltd (04/03/2027)1.85%
12. 8.10% Tata Capital Housing Finance Limited (13/12/2028)1.82%
13. 7.19% ICICI Home Finance Company Limited (22/08/2028)1.78%
14. Canara Bank (02/02/2027)1.74%
15. Punjab National Bank (04/02/2027)1.74%
16. Punjab National Bank (10/02/2027)1.74%
17. Shivshakti Securitisation Trust 2025-1 (28/09/2029)1.69%
18. 7.03% National Bank for Financing Infrastructure and Dev (08/04/2030)1.63%
19. 6.66% National Bank For Agriculture and Rural Development (12/10/2028)1.63%
20. Small Industries Development Bank of India (10/11/2026)1.59%
21. Indian Bank (05/02/2027)1.57%
22. 7.08% ICICI Home Finance Company Limited (12/11/2027) (FRN)1.54%
23. 6.37% REC Limited (31/03/2027)1.46%
24. 7.55% Poonawalla Fincorp Limited (25/03/2027)1.43%
25. Radhakrishna Securitisation Trust 2025-1 (28/09/2028)1.34%
26. 7.56% REC Limited (31/08/2027)1.33%
27. 9.31% Vedanta Limited (03/12/2027)1.31%
28. 7.21% Embassy Office Parks REIT (17/03/2028)1.29%
29. 7.3064% Aditya Birla Housing Finance Limited (22/05/2028)1.28%
30. 6.74% Small Industries Development Bank of India (10/01/2029)1.26%
31. 9.10% Piramal Finance Limited (16/04/2027)1.22%
32. National Bank For Agriculture and Rural Development (17/02/2027)1.21%
33. 7.20% Knowledge Realty Trust (26/09/2028)1.12%
34. ICICI Bank Limited (08/03/2027)1.04%
35. Clearing Corporation of India Limited1.03%
36. 7.65% Poonawalla Fincorp Limited (19/06/2028)1.02%
37. India Universal Trust Al2 (21/11/2027)0.97%
38. 9.25% Hinduja Leyland Finance Limited (09/07/2031)0.95%
39. 9.09% Muthoot Finance Limited (01/06/2029)0.94%
40. 8.40% Hinduja Leyland Finance Limited (06/05/2027)0.92%
41. 7.44% Small Industries Development Bank of India (10/04/2028)0.92%
42. 7.1242% L&T Finance Ltd (25/09/2028)0.91%
43. 8.00% Tata Capital Housing Finance Limited (03/11/2027)0.74%
44. 7.97% Tata Capital Limited (19/07/2028)0.74%
45. 7.95% Tata Capital Limited (08/02/2028)0.74%
46. 7.05% Jio Credit Ltd (13/10/2027)0.73%
47. 6.64% Housing & Urban Development Corporation Limited (17/07/2028)0.73%
48. ICICI Bank Limited (27/01/2027)0.70%
49. Small Industries Development Bank of India (28/01/2027)0.70%
50. Kotak Mahindra Bank Limited (04/02/2027)0.70%
51. Indian Bank (09/02/2027)0.70%
52. Small Industries Development Bank of India (18/02/2027)0.69%
53. HDFC Bank Limited (09/03/2027)0.69%
54. 6.40% LIC Housing Finance Limited (30/11/2026)0.69%
55. 8.33% Aditya Birla Finance Limited (19/05/2027)0.69%
56. 8.07% SMFG India Home Finance Company Limited (10/09/2027)0.66%
57. 7.77% REC Limited (31/03/2028)0.56%
58. 9.00% Hinduja Leyland Finance Limited (14/11/2027)0.47%
59. 7.8989% Aditya Birla Housing Finance Limited (08/06/2027)0.44%
60. 8.32% Hero Housing Finance Ltd (30/08/2027)0.44%
61. 8.75% JSW Energy Limited (20/03/2028)0.44%
62. 7.25% RJ Corp Ltd (08/12/2028)0.38%
63. 8.35% SMFG India Home Finance Company Limited (15/01/2027)0.37%
64. 7.712% Tata Capital Housing Finance Limited (14/01/2028)0.37%
65. 7.48% National Bank For Agriculture and Rural Development (15/09/2028)0.37%
66. 6.09% Power Finance Corporation Limited (27/08/2026)0.37%
67. 7.123% Tata Capital Housing Finance Limited (21/07/2027)0.37%
68. Canara Bank (15/09/2026)0.36%
69. 6.60% REC Limited (30/06/2027)0.36%
70. 6.07% National Bank For Agriculture and Rural Development (19/11/2027)0.36%
71. National Bank For Agriculture and Rural Development (28/01/2027)0.35%
72. Bank of Baroda (03/02/2027)0.35%
73. Punjab National Bank (09/02/2027)0.35%
74. Bank of Baroda (05/03/2027)0.35%
75. India Universal Trust Al2 (21/11/2026)0.33%
76. 6.85% National Bank For Agriculture and Rural Development (19/01/2029)0.33%
77. 9.15% Piramal Finance Limited (17/06/2027)0.30%
78. 7.68% Small Industries Development Bank of India (09/07/2027)0.30%
79. Union Bank of India (19/01/2027)0.24%
80. 8.65% Bharti Telecom Limited (05/11/2027)0.22%
81. 7.35% Bharti Telecom Limited (15/10/2027)0.21%
82. 7.37% Indian Railway Finance Corporation Limited (31/07/2029)0.18%
83. 8.32% Hero Housing Finance Ltd (29/04/2027)0.18%
84. 8.75% JSW Energy Limited (03/03/2028)0.18%
85. 6.95% REC Limited (18/02/2028)0.18%
86. 8.05% JSW Energy Limited (10/11/2028)0.18%
87. Indian Bank (22/01/2027)0.17%
88. HDFC Bank Limited (24/02/2027)0.17%
89. 8.05% Summit Digitel Infrastructure Private Limited (31/05/2027)0.15%
90. 7.53% National Bank For Agriculture and Rural Development (24/03/2028)0.15%
91. 6.66% Small Industries Development Bank of India (25/10/2028)0.14%
92. 7.22% Embassy Office Parks REIT (16/05/2028)0.13%
93. 8.24% L&T Finance Limited (16/06/2027)0.11%
94. 8.0736% HDB Financial Services Limited (17/04/2026)0.04%
95. State Government Securities (29/06/2026)0.03%
96. 7.80% National Bank For Agriculture and Rural Development (15/03/2027)0.02%
97. 7.70% National Bank For Agriculture and Rural Development (30/09/2027)0.02%

1. 182 DAYS T-BILL - 21AUG20263.60%
2. 364 DAYS T-BILL - 24SEP20261.90%
3. 364 DAYS T-BILL - 17SEP20261.22%
4. 364 DAYS T-BILL - 19FEB20270.88%
5. 91 DAYS T-BILL - 30APR20260.62%

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 ₹13,619 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
This FundBaroda BNP Paribas Low Duration Fund Growth1262.94 CR1.03
This FundAditya Birla Sun Life Low Duration Fund Growth213619.41 CR1.23
This FundAditya Birla Sun Life Low Duration Fund - Institutional Plan Growth013619.41 CR1.09
This FundFranklin India Low DurationFund Growth051.1 CR0.74
Fund Name1Y3Y
This FundBaroda BNP Paribas Low Duration Fund Growth5.611321.1745
This FundAditya Birla Sun Life Low Duration Fund Growth5.571321.2626
This FundAditya Birla Sun Life Low Duration Fund - Institutional Plan Growth5.571421.2638
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 : 0.52%
  • 6 Months : 2.27%
  • 1 Year : 5.57%
  • 3 Years : 6.64%
Returns of Aditya Birla Sun Life Low Duration Fund - Institutional Plan Growth are updated daily based on NAV of ₹ 481.4595 as on May 06,2026. Since inception, the return has been 21.26%.

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 ₹13,619 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