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Return

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  • 1Y
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This Fund:
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹1000

AUM (Fund size)

₹9,455 Cr

Lock In Period

N/A

Expense Ratio

0.99

Benchmark

NIFTY Short Duration Debt Index A-II

Exit Load

Nil

Summary

Latest details for Aditya Birla Sun Life Short Term Fund Growth include a ₹49.4105 NAV as of Mar 02,2026 and returns since inception of 24.23%. Minimum investments start at SIP ₹1000. The Aditya Birla Sun Life Short Term Fund Growth AUM is ₹9,455 Cr, with a lock-in of N/A years, expense ratio of 0.99%, and benchmark NIFTY Short Duration Debt Index A-II. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.81% returns, against a category average of 0.58% and a category best of 192.10%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.810.58192.10
6M2.933.00192.10
1Y7.388.06192.10
3Y7.5018.31219.54

Portfolio Analysis

  • Equity:
  • Debt: 99.70%
  • Others
As on: 2026-02-15
View allocation % by

1. 7.35% Bharti Telecom Limited (15/10/2027)4.85%
2. 7.44% REC Limited (29/02/2028)4.49%
3. 6.65% Indian Railway Finance Corporation Limited (20/05/2030)4.43%
4. 7.70% National Bank For Agriculture and Rural Development (30/09/2027)4.27%
5. 7.17% Tata Capital Housing Finance Limited (21/05/2030)3.66%
6. Jtpm Metal Traders Pvt Ltd (29/09/2028) (ZCB)3.16%
7. Net Receivables / (Payables)3.13%
8. Siddhivinayak Securitisation Trust 2025-1 (28/09/2030)2.96%
9. 6.64% Power Finance Corporation Limited (15/07/2030)2.85%
10. 7.68% Small Industries Development Bank of India (10/08/2027)2.51%
11. Government of India (08/04/2034)2.32%
12. 7.48% National Bank For Agriculture and Rural Development (15/09/2028)2.24%
13. 9.31% Vedanta Limited (03/12/2027)2.21%
14. Jubilant Bevco Ltd (31/05/2028) (ZCB)2.18%
15. 6.74% Small Industries Development Bank of India (10/01/2029)2.10%
16. 6.80% National Housing Bank (02/04/2032)2.07%
17. 6.94% Power Grid Corporation of India Limited (15/04/2035)2.01%
18. 6.78% Indian Railway Finance Corporation Limited (30/04/2030)1.96%
19. 7.96% Embassy Office Parks REIT (27/09/2027)1.93%
20. 9.15% Piramal Finance Limited (17/06/2027)1.86%
21. 7.38% Bajaj Finance Limited (28/06/2030)1.69%
22. Government of India (17/04/2030)1.58%
23. 9.25% Hinduja Leyland Finance Limited (09/07/2031)1.51%
24. 8.75% Bharti Telecom Limited (05/11/2029)1.48%
25. 6.47% Indian Railway Finance Corporation Limited (30/05/2028)1.36%
26. 7.20% Knowledge Realty Trust (26/09/2028)1.27%
27. 9.10% Cholamandalam Investment and Finance Company Limited (27/06/2031)1.25%
28. 9.09% Muthoot Finance Limited (01/06/2029)1.15%
29. 8.12% Bajaj Finance Limited (10/09/2027)1.07%
30. 7.80% Tata Capital Housing Finance Limited (05/08/2027)1.07%
31. 9.30% JM Financial Credit Solutions Ltd (15/02/2027)1.07%
32. 7.14% Export Import Bank of India (13/12/2029)1.06%
33. 7.6937% Nexus Select Trust (28/05/2027)1.06%
34. 6.58% Indian Railway Finance Corporation Limited (30/05/2030)1.04%
35. 7.04% National Bank for Financing Infrastructure and Dev (07/04/2035)0.98%
36. 7.40% Bharti Telecom Limited (01/02/2029)0.95%
37. India Universal Trust Al2 (21/11/2030)0.89%
38. 7.47% Small Industries Development Bank of India (05/09/2029)0.80%
39. 6.59% Summit Digitel Infrastructure Private Limited (16/06/2026)0.74%
40. 7.30% Bharti Telecom Limited (01/12/2027)0.74%
41. 8.00% Tata Capital Housing Finance Limited (03/11/2027)0.70%
42. 6.999119% IndInfravit Trust (31/03/2040)0.68%
43. Government of India (19/12/2036)0.66%
44. 7.75% Mindspace Business Parks REIT (30/06/2026)0.62%
45. Shivshakti Securitisation Trust 2025-1 (28/09/2029)0.59%
46. 7.98% Bajaj Finance Limited (31/07/2029)0.54%
47. 7.58% REC Limited (31/05/2029)0.54%
48. 7.712% Tata Capital Housing Finance Limited (14/01/2028)0.53%
49. 8.85% Hinduja Housing Finance Ltd (01/02/2027)0.53%
50. 7.75% Tata Capital Housing Finance Limited (18/05/2027)0.53%
51. 8.35% SMFG India Home Finance Company Limited (15/01/2027)0.53%
52. 8.75% JSW Energy Limited (20/03/2028)0.53%
53. 7.35% National Housing Bank (02/01/2032)0.53%
54. 7.55% REC Limited (31/10/2026)0.53%
55. 8.02% Mindspace Business Parks REIT (13/04/2026)0.53%
56. Government of India (07/10/2034)0.53%
57. 6.59% Power Finance Corporation Limited (15/10/2030)0.52%
58. 7.45% Bharti Telecom Limited (15/12/2028)0.48%
59. Government of India (23/05/2036)0.45%
60. 6.60% REC Limited (30/06/2027)0.42%
61. Jubilant Beverages Ltd (31/05/2028) (ZCB)0.39%
62. 8.40% Narayana Hrudayalaya Limited (15/02/2030)0.37%
63. 8.07% SMFG India Home Finance Company Limited (10/09/2027)0.37%
64. 7.49% Small Industries Development Bank of India (11/06/2029)0.27%
65. 7.68% Small Industries Development Bank of India (09/07/2027)0.27%
66. 8.10% Tata Capital Housing Finance Limited (19/02/2027)0.27%
67. 7.34% Small Industries Development Bank of India (26/02/2029)0.27%
68. 7.29% National Housing Bank (04/07/2031)0.27%
69. 7.43% National Bank for Financing Infrastructure and Dev (16/06/2033)0.27%
70. 7.12% Export Import Bank of India (27/06/2030)0.27%
71. 0% GOI - 22AUG26 STRIPS0.26%
72. 0% GOI - 22FEB26 STRIPS0.24%
73. 7.53% National Bank For Agriculture and Rural Development (24/03/2028)0.21%
74. 8.87% Export Import Bank of India (30/10/2029)0.17%
75. 7.8989% Aditya Birla Housing Finance Limited (08/06/2027)0.16%
76. 7.43% Small Industries Development Bank of India (31/08/2026)0.16%
77. 7.25% Indian Railway Finance Corporation Limited (17/01/2035)0.16%
78. 6.90% Housing & Urban Development Corporation Limited (23/04/2032)0.16%
79. 7.64% REC Limited (30/04/2027)0.15%
80. 0% GOI - 15APR36 STRIPS0.11%
81. 0% GOI - 12JUN26 STRIPS SR-06260.11%
82. 0% GOI - 15OCT36 STRIPS0.10%
83. 0% GOI - 19DEC26 STRIPS SR-12260.10%
84. 0% GOI - 12DEC26 STRIPS SR-12260.10%
85. 0% GOI - 15APR37 STRIPS0.10%
86. 0% GOI - 15OCT37 STRIPS0.10%
87. 0% GOI - 15DEC28 STRIPS0.09%
88. 0% GOI - 15APR38 STRIPS0.09%
89. 0% GOI - 15APR39 STRIPS0.06%
90. 0% GOI - 15OCT39 STRIPS0.06%
91. 7.75% Indian Railway Finance Corporation Limited (15/04/2033)0.05%
92. 7.64% REC Limited (30/06/2026)0.05%
93. 7.60% REC Limited (28/02/2026)0.05%
94. 7.35% NTPC Limited (17/04/2026)0.05%
95. 7.42% State Bank of India (29/08/2039)0.05%
96. 7.19% ICICI Home Finance Company Limited (22/08/2028)0.05%
97. State Government Securities (08/11/2027)0.05%
98. 0% GOI - 22OCT29 STRIPS0.04%
99. State Government Securities (29/03/2027)0.03%
100. State Government Securities (25/04/2028)0.03%
101. Government of India (10/04/2028)0.03%
102. State Government Securities (09/03/2026)0.01%
103. State Government Securities (15/03/2027)0.01%
104. 0% GOI - 12JUN27 STRIPS SR-06270.00%
105. 7.2503% Cube Highways Trust (25/04/2028)0.00%

1. State Government Securities (03/09/2033)1.72%
2. State Government Securities (03/09/2035)0.43%
3. State Government Securities (27/03/2038)0.01%

1. Government of India (08/01/2028)0.41%

About Fund

Aditya Birla Sun Life Short Term Fund Growth managed by Aditya Birla Sun Life Mutual Fund,is a Short Duration Fundsscheme with Assets Under Management of ₹9,455 Crore. The fund benchmarks its performance against the NIFTY Short Duration Debt Index A-II while maintaining an expense ratio of 0.99. 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 FundSBI Short Term Debt Fund - Growth317229.22 CR0.85
This FundBandhan Short Duration Fund Growth510338.34 CR0.82
This FundAditya Birla Sun Life Short Term Fund Growth49455.19 CR0.99
This FundHDFC Short Term Debt Fund - Growth417289.31 CR0.7
This FundFranklin India Short Term Income Plan Growth036.54 CR1.53
Fund Name1Y3Y
This FundSBI Short Term Debt Fund - Growth7.397424.0067
This FundBandhan Short Duration Fund Growth7.084824.1048
This FundAditya Birla Sun Life Short Term Fund Growth7.378624.2285
This FundHDFC Short Term Debt Fund - Growth7.552425.1235
This FundFranklin India Short Term Income Plan Growth192.0971219.539

FAQs

Aditya Birla Sun Life Short Term Fund 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 Short Term Fund Growth is 0.99. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Aditya Birla Sun Life Short Term Fund Growth’s fund performance is as follows:
  • 1 Month : 0.81%
  • 6 Months : 2.93%
  • 1 Year : 7.38%
  • 3 Years : 7.50%
Returns of Aditya Birla Sun Life Short Term Fund Growth are updated daily based on NAV of ₹ 49.4105 as on Mar 02,2026. Since inception, the return has been 24.23%.

You can invest in Aditya Birla Sun Life Short Term Fund 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 Short Term Fund Growth is ₹9,455 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Aditya Birla Sun Life Short Term Fund 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