Aditya Birla Sun Life Short Term Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Aditya Birla Sun Life Short Term Fund Growth Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹1000

AUM (Fund size)

₹6,084 Cr

Lock In Period

N/A

Expense Ratio

0.96

Exit Load

Nil

Benchmark

NIFTY Short Duration Debt Index A-II

Aditya Birla Sun Life Short Term Fund Growth Calculate Returns

You would have got

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No Data Found
Your Investment Amount
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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.04-1.35192.10
6M2.963.79192.10
1Y4.904.30192.10
3Y6.8713.74219.54

Portfolio Analysis

  • Equity:
  • Debt: 99.44%
  • Others
As on: 2026-08-31
View allocation % by

1. TREPS8.18%
2. 7.35% Bharti Telecom Ltd. (15/10/2027)6.36%
3. 7.17% Tata Capital Housing Finance Ltd. (21/05/2030)5.82%
4. 7.48% National Bank for Agriculture and Rural Development (15/09/2028)5.17%
5. 6.65% Indian Railway Finance Corporation Ltd. (20/05/2030)4.21%
6. Siddhivinayak Securitisation Trust (28/09/2030)3.89%
7. Net Receivable / Payable3.70%
8. Jubilant Bevco Ltd. (31/05/2028) (ZCB)3.67%
9. JTPM Metal Traders Ltd. (29/09/2028) (ZCB)3.31%
10. 7.96% Embassy Office Parks Reit (27/09/2027)3.12%
11. 9.25% Hinduja Leyland Finance Ltd. (09/07/2031)2.49%
12. 6.47% Indian Railway Finance Corporation Ltd. (30/05/2028)2.21%
13. 6.64% Power Finance Corporation Ltd. (15/07/2030)2.09%
14. 7.53% National Bank for Agriculture and Rural Development (24/03/2028)2.07%
15. 7.20% Knowledge Realty Trust (26/09/2028)2.06%
16. 9.10% Cholamandalam Investment & Finance Co. Ltd. (27/06/2031)2.01%
17. 6.80% National Housing Bank (02/04/2032)1.89%
18. 7.69% Nexus Select Trust (28/05/2027)1.73%
19. 8.42% Muthoot Finance Ltd. (26/07/2029) (FRN)1.72%
20. 6.95% REC Ltd. (18/02/2028)1.72%
21. 6.72% Rajgarh Transmission Ltd. (05/06/2030)1.68%
22. 7.22% Small Industries Development Bank of India (10/04/2029)1.54%
23. India Universal Trust AL2 (21/11/2030)1.39%
24. 7.38% Bajaj Finance Ltd. (28/06/2030)1.35%
25. 7.01% National Bank for Agriculture and Rural Development (16/03/2029)1.28%
26. 7.04% National Bank for Financing Infrastructure and Development (07/04/2035)1.21%
27. 8.00% Tata Capital Housing Finance Ltd. (03/11/2027)1.13%
28. Government of India (19/12/2036)1.07%
29. 8.75% Bharti Telecom Ltd. (05/11/2029)1.05%
30. 9.09% Muthoot Finance Ltd. (01/06/2029)1.05%
31. Shivshakti Securitisation Trust (28/09/2029)0.94%
32. 7.23% Housing and Urban Development Corporation Ltd. (18/07/2029)0.86%
33. 7.34% Small Industries Development Bank of India (26/02/2029)0.86%
34. 7.71% Tata Capital Housing Finance Ltd. (14/01/2028)0.86%
35. 7.58% REC Ltd. (31/05/2029)0.86%
36. 7.28% Small Industries Development Bank of India (04/06/2029) (FRN)0.86%
37. 6.59% Power Finance Corporation Ltd. (15/10/2030)0.83%
38. Government of India (23/05/2036)0.72%
39. 8.07% SMFG India Home Finance Co. Ltd. (10/09/2027)0.61%
40. 8.40% Narayana Hrudayalaya Ltd. (15/02/2030)0.60%
41. 8.85% Hinduja Housing Finance Ltd. (01/02/2027)0.43%
42. 7.68% Small Industries Development Bank of India (09/07/2027)0.43%
43. 7.80% Tata Capital Housing Finance Ltd. (05/08/2027)0.43%
44. 7.49% Small Industries Development Bank of India (11/06/2029)0.43%
45. 7.29% National Housing Bank (04/07/2031)0.43%
46. 6.74% Small Industries Development Bank of India (10/01/2029)0.42%
47. 6.78% Indian Railway Finance Corporation Ltd. (30/04/2030)0.41%
48. 7.44% REC Ltd. (29/02/2028)0.35%
49. Jubilant Beverages Ltd. (31/05/2028) (ZCB)0.27%
50. 8.87% Export-Import Bank of India (30/10/2029)0.27%
51. 7.90% Aditya Birla Housing Finance Ltd. (08/06/2027)0.26%
52. 7.40% Bharti Telecom Ltd. (01/02/2029)0.25%
53. 7.64% REC Ltd. (30/04/2027)0.25%
54. 6.90% Housing and Urban Development Corporation Ltd. (23/04/2032)0.25%
55. 0% GOI - (15/04/2036) STRIPS0.18%
56. 0% GOI - (15/10/2036) STRIPS0.18%
57. 7.45% Bharti Telecom Ltd. (15/12/2028)0.17%
58. 0% GOI - (19/12/2026) STRIPS0.17%
59. 0% GOI - (12/12/2026) STRIPS0.17%
60. 0% GOI - (15/04/2037) STRIPS0.17%
61. 0% GOI - (15/10/2037) STRIPS0.16%
62. 0% GOI - (15/04/2038) STRIPS0.16%
63. 0% GOI - (15/12/2028) STRIPS0.16%
64. 0% GOI - (15/04/2039) STRIPS0.10%
65. 0% GOI - (15/10/2039) STRIPS0.10%
66. 7.75% Indian Railway Finance Corporation Ltd. (15/04/2033)0.09%
67. 8.12% Bajaj Finance Ltd. (10/09/2027)0.09%
68. 7.19% ICICI Home Finance Co. Ltd. (22/08/2028)0.09%
69. State Government Securities (08/11/2027)0.09%
70. 0% GOI - (22/10/2029) STRIPS0.07%
71. State Government Securities (29/03/2027)0.05%
72. State Government Securities (25/04/2028)0.04%
73. Government of India (10/04/2028)0.04%
74. 9.31% Vedanta Ltd. (03/12/2027)0.03%
75. State Government Securities (15/03/2027)0.01%
76. 7.25% Cube Highways Trust (25/04/2028)0.00%
77. State Government Securities (08/04/2039)0.00%
78. 0% GOI - (12/06/2027) STRIPS0.00%

1. State Government Securities (03/09/2033)2.79%
2. State Government Securities (03/09/2035)0.69%
3. State Government Securities (08/04/2029)0.53%
4. State Government Securities (27/03/2038)0.01%

1. Government of India (08/01/2028)0.05%
No Data Found
No Data Found

About Fund Aditya Birla Sun Life Short Term Fund Growth

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 ₹6,084 Crore. The fund benchmarks its performance against the NIFTY Short Duration Debt Index A-II while maintaining an expense ratio of 0.96. 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
Sundaram Short Term Fund Growth0178 CR0.8
HSBC Short Term Fund - Growth43,844 CR0.7
Aditya Birla Sun Life Short Term Fund Growth46,083 CR0.96
IDBI Short Term Bond Fund Growth025 CR0.75
Franklin India Short Term Income Plan Growth036 CR1.53
Fund Name1Y3Y
This FundSundaram Short Term Fund Growth4.849621.7634
This FundHSBC Short Term Fund - Growth4.747221.7668
This FundAditya Birla Sun Life Short Term Fund Growth4.968222.0802
This FundIDBI Short Term Bond Fund Growth6.206223.353
This FundFranklin India Short Term Income Plan Growth192.0971219.539

Aditya Birla Sun Life Short Term Fund Growth 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 0.96. 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 : 0.04%
  • 6 Months : 2.96%
  • 1 Year : 4.90%
  • 3 Years : 6.87%
Returns of Aditya Birla Sun Life Short Term Fund Growth are updated daily based on NAV of ₹ 50.6406 as on Sep 28,2026. Since inception, the return has been 22.05%.

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 ₹6,084 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.
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