Aditya Birla Sun Life Short Term Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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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)

6,444 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

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.930.97192.10
6M2.842.29192.10
1Y5.384.64192.10
3Y7.2015.94219.54

Portfolio Analysis

  • Equity:
  • Debt: 99.57%
  • Others
As on: 2026-06-15
View allocation % by

1. 7.35% Bharti Telecom Limited (15/10/2027)7.08%
2. 7.17% Tata Capital Housing Finance Limited (21/05/2030)5.25%
3. 7.48% National Bank For Agriculture and Rural Development (15/09/2028)4.67%
4. 6.65% Indian Railway Finance Corporation Limited (20/05/2030)4.57%
5. Siddhivinayak Securitisation Trust 2025-1 (28/09/2030)4.28%
6. Jubilant Bevco Ltd (31/05/2028) (ZCB)3.25%
7. Jtpm Metal Traders Pvt Ltd (29/09/2028) (ZCB)3.10%
8. 7.96% Embassy Office Parks REIT (27/09/2027)2.81%
9. 9.31% Vedanta Limited (03/12/2027)2.77%
10. Government of India (07/07/2040)2.70%
11. Government of India (17/04/2030)2.31%
12. 9.25% Hinduja Leyland Finance Limited (09/07/2031)2.22%
13. 8.75% Bharti Telecom Limited (05/11/2029)2.13%
14. 7.68% Small Industries Development Bank of India (10/08/2027)2.10%
15. 6.47% Indian Railway Finance Corporation Limited (30/05/2028)1.99%
16. 6.64% Power Finance Corporation Limited (15/07/2030)1.90%
17. 7.53% National Bank For Agriculture and Rural Development (24/03/2028)1.87%
18. 7.20% Knowledge Realty Trust (26/09/2028)1.85%
19. 9.10% Cholamandalam Investment and Finance Company Limited (27/06/2031)1.82%
20. 6.74% Small Industries Development Bank of India (10/01/2029)1.76%
21. 6.80% National Housing Bank (02/04/2032)1.70%
22. 7.14% Export Import Bank of India (13/12/2029)1.55%
23. 7.6937% Nexus Select Trust (28/05/2027)1.55%
24. 8.58% Muthoot Finance Limited (26/07/2029) (FRN)1.55%
25. 7.22% Small Industries Development Bank of India (10/04/2029)1.55%
26. 6.95% REC Limited (18/02/2028)1.55%
27. 6.782685% Rajgarh Transmission Ltd (05/06/2030)1.53%
28. India Universal Trust Al2 (21/11/2030)1.27%
29. 7.38% Bajaj Finance Limited (28/06/2030)1.22%
30. 7.01% National Bank For Agriculture and Rural Development (16/03/2029)1.15%
31. 7.04% National Bank for Financing Infrastructure and Dev (07/04/2035)1.09%
32. 8.00% Tata Capital Housing Finance Limited (03/11/2027)1.01%
33. Government of India (19/12/2036)0.96%
34. 9.09% Muthoot Finance Limited (01/06/2029)0.95%
35. State Government Securities (25/09/2036)0.86%
36. Shivshakti Securitisation Trust 2025-1 (28/09/2029)0.86%
37. 7.58% REC Limited (31/05/2029)0.78%
38. 7.28% Small Industries Development Bank of India (04/06/2029) (FRN)0.78%
39. 7.98% Bajaj Finance Limited (31/07/2029)0.78%
40. 8.35% SMFG India Home Finance Company Limited (15/01/2027)0.78%
41. 7.34% Small Industries Development Bank of India (26/02/2029)0.78%
42. 7.712% Tata Capital Housing Finance Limited (14/01/2028)0.78%
43. 8.75% JSW Energy Limited (20/03/2028)0.78%
44. 6.78% Indian Railway Finance Corporation Limited (30/04/2030)0.76%
45. 6.59% Power Finance Corporation Limited (15/10/2030)0.76%
46. Government of India (23/05/2036)0.65%
47. 7.40% Bharti Telecom Limited (01/02/2029)0.61%
48. 8.40% Narayana Hrudayalaya Limited (15/02/2030)0.54%
49. 8.07% SMFG India Home Finance Company Limited (10/09/2027)0.54%
50. 0% GOI - 22AUG26 STRIPS0.39%
51. 7.49% Small Industries Development Bank of India (11/06/2029)0.39%
52. 7.68% Small Industries Development Bank of India (09/07/2027)0.39%
53. 8.85% Hinduja Housing Finance Ltd (01/02/2027)0.39%
54. 7.80% Tata Capital Housing Finance Limited (05/08/2027)0.39%
55. 7.29% National Housing Bank (04/07/2031)0.39%
56. 7.44% REC Limited (29/02/2028)0.31%
57. 7.30% Bharti Telecom Limited (01/12/2027)0.31%
58. 8.87% Export Import Bank of India (30/10/2029)0.24%
59. Jubilant Beverages Ltd (31/05/2028) (ZCB)0.24%
60. 7.8989% Aditya Birla Housing Finance Limited (08/06/2027)0.23%
61. 6.90% Housing & Urban Development Corporation Limited (23/04/2032)0.23%
62. 7.64% REC Limited (30/04/2027)0.23%
63. 0% GOI - 15APR36 STRIPS0.16%
64. 0% GOI - 15OCT36 STRIPS0.16%
65. 0% GOI - 19DEC26 STRIPS SR-12260.15%
66. 0% GOI - 12DEC26 STRIPS SR-12260.15%
67. 0% GOI - 15APR37 STRIPS0.15%
68. 0% GOI - 15OCT37 STRIPS0.15%
69. 7.45% Bharti Telecom Limited (15/12/2028)0.15%
70. 0% GOI - 15APR38 STRIPS0.14%
71. 0% GOI - 15DEC28 STRIPS0.14%
72. 0% GOI - 15APR39 STRIPS0.09%
73. 0% GOI - 15OCT39 STRIPS0.09%
74. State Government Securities (08/11/2027)0.08%
75. 7.75% Indian Railway Finance Corporation Limited (15/04/2033)0.08%
76. 8.12% Bajaj Finance Limited (10/09/2027)0.08%
77. 7.19% ICICI Home Finance Company Limited (22/08/2028)0.08%
78. 0% GOI - 22OCT29 STRIPS0.06%
79. State Government Securities (29/03/2027)0.04%
80. State Government Securities (25/04/2028)0.04%
81. Government of India (10/04/2028)0.04%
82. State Government Securities (15/03/2027)0.01%
83. State Government Securities (08/04/2039)0.00%
84. 7.2503% Cube Highways Trust (25/04/2028)0.00%
85. 0% GOI - 12JUN27 STRIPS SR-06270.00%
86. Net Receivables / (Payables)-1.29%

1. State Government Securities (03/09/2033)2.50%
2. State Government Securities (08/02/2033)0.78%
3. State Government Securities (08/04/2029)0.63%
4. State Government Securities (03/09/2035)0.62%
5. State Government Securities (27/03/2038)0.01%

1. Government of India (08/01/2028)0.05%

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 ₹6,444 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 Name1Y3Y
This FundSBI Short Term Debt Fund - Growth5.058122.7788
This FundBank of India Short Term Income Fund Growth4.922923.1289
This FundAditya Birla Sun Life Short Term Fund Growth5.375523.2
This FundICICI Prudential Short Term Fund Growth5.860824.1578
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 : 0.93%
  • 6 Months : 2.84%
  • 1 Year : 5.38%
  • 3 Years : 7.20%
Returns of Aditya Birla Sun Life Short Term Fund Growth are updated daily based on NAV of ₹ 50.4665 as on Jul 10,2026. Since inception, the return has been 23.20%.

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 ₹6,444 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.