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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)

₹8,590 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 ₹49.2565 NAV as of Mar 31,2026 and returns since inception of 22.83%. Minimum investments start at SIP ₹1000. The Aditya Birla Sun Life Short Term Fund Growth AUM is ₹8,590 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 -0.26% returns, against a category average of -2.34% and a category best of 192.10%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.26-2.34192.10
6M2.010.31192.10
1Y5.834.11192.10
3Y7.0915.15219.54

Portfolio Analysis

  • Equity:
  • Debt: 99.63%
  • Others
As on: 2026-03-15
View allocation % by

1. 7.35% Bharti Telecom Limited (15/10/2027)5.32%
2. 7.44% REC Limited (29/02/2028)4.90%
3. 7.70% National Bank For Agriculture and Rural Development (30/09/2027)4.68%
4. 7.17% Tata Capital Housing Finance Limited (21/05/2030)4.02%
5. 6.65% Indian Railway Finance Corporation Limited (20/05/2030)3.70%
6. Jtpm Metal Traders Pvt Ltd (29/09/2028) (ZCB)3.48%
7. Siddhivinayak Securitisation Trust 2025-1 (28/09/2030)3.24%
8. 6.64% Power Finance Corporation Limited (15/07/2030)3.12%
9. 7.68% Small Industries Development Bank of India (10/08/2027)2.75%
10. Government of India (08/04/2034)2.56%
11. 7.48% National Bank For Agriculture and Rural Development (15/09/2028)2.45%
12. 9.31% Vedanta Limited (03/12/2027)2.42%
13. Jubilant Bevco Ltd (31/05/2028) (ZCB)2.40%
14. 6.80% National Housing Bank (02/04/2032)2.26%
15. 6.94% Power Grid Corporation of India Limited (15/04/2035)2.21%
16. 7.96% Embassy Office Parks REIT (27/09/2027)2.11%
17. 7.38% Bajaj Finance Limited (28/06/2030)1.84%
18. Government of India (17/04/2030)1.73%
19. 9.25% Hinduja Leyland Finance Limited (09/07/2031)1.67%
20. 8.75% Bharti Telecom Limited (05/11/2029)1.61%
21. 6.47% Indian Railway Finance Corporation Limited (30/05/2028)1.49%
22. 7.20% Knowledge Realty Trust (26/09/2028)1.39%
23. 9.10% Cholamandalam Investment and Finance Company Limited (27/06/2031)1.36%
24. 6.74% Small Industries Development Bank of India (10/01/2029)1.32%
25. 9.09% Muthoot Finance Limited (01/06/2029)1.26%
26. 8.12% Bajaj Finance Limited (10/09/2027)1.17%
27. 9.366348% JM Financial Credit Solutions Ltd (15/02/2027)1.17%
28. 7.80% Tata Capital Housing Finance Limited (05/08/2027)1.17%
29. 7.6937% Nexus Select Trust (28/05/2027)1.17%
30. 7.14% Export Import Bank of India (13/12/2029)1.16%
31. 6.58% Indian Railway Finance Corporation Limited (30/05/2030)1.14%
32. 7.04% National Bank for Financing Infrastructure and Dev (07/04/2035)1.08%
33. 7.40% Bharti Telecom Limited (01/02/2029)1.04%
34. 6.78% Indian Railway Finance Corporation Limited (30/04/2030)1.00%
35. India Universal Trust Al2 (21/11/2030)0.97%
36. 7.47% Small Industries Development Bank of India (05/09/2029)0.87%
37. 6.59% Summit Digitel Infrastructure Private Limited (16/06/2026)0.81%
38. 7.30% Bharti Telecom Limited (01/12/2027)0.81%
39. 8.00% Tata Capital Housing Finance Limited (03/11/2027)0.76%
40. 6.999119% IndInfravit Trust (31/03/2040)0.75%
41. Government of India (19/12/2036)0.73%
42. 7.75% Mindspace Business Parks REIT (30/06/2026)0.69%
43. Shivshakti Securitisation Trust 2025-1 (28/09/2029)0.65%
44. 7.98% Bajaj Finance Limited (31/07/2029)0.59%
45. 7.58% REC Limited (31/05/2029)0.59%
46. Government of India (07/10/2034)0.59%
47. 7.712% Tata Capital Housing Finance Limited (14/01/2028)0.58%
48. 8.35% SMFG India Home Finance Company Limited (15/01/2027)0.58%
49. 7.75% Tata Capital Housing Finance Limited (18/05/2027)0.58%
50. 8.75% JSW Energy Limited (20/03/2028)0.58%
51. 8.02% Mindspace Business Parks REIT (13/04/2026)0.58%
52. 7.55% REC Limited (31/10/2026)0.58%
53. 7.35% National Housing Bank (02/01/2032)0.58%
54. 8.85% Hinduja Housing Finance Ltd (01/02/2027)0.58%
55. 6.59% Power Finance Corporation Limited (15/10/2030)0.57%
56. 7.45% Bharti Telecom Limited (15/12/2028)0.52%
57. Government of India (23/05/2036)0.49%
58. 6.60% REC Limited (30/06/2027)0.46%
59. Jubilant Beverages Ltd (31/05/2028) (ZCB)0.43%
60. 8.40% Narayana Hrudayalaya Limited (15/02/2030)0.41%
61. 8.07% SMFG India Home Finance Company Limited (10/09/2027)0.41%
62. 7.68% Small Industries Development Bank of India (09/07/2027)0.29%
63. 8.10% Tata Capital Housing Finance Limited (19/02/2027)0.29%
64. 7.49% Small Industries Development Bank of India (11/06/2029)0.29%
65. 7.43% National Bank for Financing Infrastructure and Dev (16/06/2033)0.29%
66. 7.34% Small Industries Development Bank of India (26/02/2029)0.29%
67. 7.29% National Housing Bank (04/07/2031)0.29%
68. 7.12% Export Import Bank of India (27/06/2030)0.29%
69. 0% GOI - 22AUG26 STRIPS0.29%
70. Government of India (07/07/2040)0.28%
71. 7.53% National Bank For Agriculture and Rural Development (24/03/2028)0.23%
72. 8.87% Export Import Bank of India (30/10/2029)0.18%
73. 7.8989% Aditya Birla Housing Finance Limited (08/06/2027)0.18%
74. 7.43% Small Industries Development Bank of India (31/08/2026)0.17%
75. 7.25% Indian Railway Finance Corporation Limited (17/01/2035)0.17%
76. 6.90% Housing & Urban Development Corporation Limited (23/04/2032)0.17%
77. 7.64% REC Limited (30/04/2027)0.17%
78. 0% GOI - 15APR36 STRIPS0.12%
79. 0% GOI - 12JUN26 STRIPS SR-06260.12%
80. 0% GOI - 15OCT36 STRIPS0.12%
81. 0% GOI - 19DEC26 STRIPS SR-12260.11%
82. 0% GOI - 12DEC26 STRIPS SR-12260.11%
83. 0% GOI - 15APR37 STRIPS0.11%
84. 0% GOI - 15OCT37 STRIPS0.11%
85. 0% GOI - 15APR38 STRIPS0.10%
86. 0% GOI - 15DEC28 STRIPS0.10%
87. 0% GOI - 15APR39 STRIPS0.07%
88. 0% GOI - 15OCT39 STRIPS0.07%
89. 7.75% Indian Railway Finance Corporation Limited (15/04/2033)0.06%
90. 7.19% ICICI Home Finance Company Limited (22/08/2028)0.06%
91. State Government Securities (08/11/2027)0.06%
92. 0% GOI - 22OCT29 STRIPS0.05%
93. State Government Securities (29/03/2027)0.03%
94. State Government Securities (25/04/2028)0.03%
95. Government of India (10/04/2028)0.03%
96. State Government Securities (15/03/2027)0.01%
97. 7.2503% Cube Highways Trust (25/04/2028)0.00%
98. 0% GOI - 12JUN27 STRIPS SR-06270.00%
99. Net Receivables / (Payables)-0.66%

1. State Government Securities (03/09/2033)1.89%
2. State Government Securities (03/09/2035)0.47%
3. State Government Securities (27/03/2038)0.01%

1. Government of India (08/01/2028)0.45%

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 ₹8,590 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 FundSundaram Short Duration Fund Growth0198.74 CR0.72
This FundBandhan Short Duration Fund Growth510055.52 CR0.83
This FundAditya Birla Sun Life Short Term Fund Growth48590.1 CR0.99
This FundHDFC Short Term Debt Fund - Growth416189.16 CR0.7
This FundFranklin India Short Term Income Plan Growth036.54 CR1.53
Fund Name1Y3Y
This FundSundaram Short Duration Fund Growth5.735522.5614
This FundBandhan Short Duration Fund Growth5.76222.6888
This FundAditya Birla Sun Life Short Term Fund Growth5.830122.8271
This FundHDFC Short Term Debt Fund - Growth6.078723.8251
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 : -0.26%
  • 6 Months : 2.01%
  • 1 Year : 5.83%
  • 3 Years : 7.09%
Returns of Aditya Birla Sun Life Short Term Fund Growth are updated daily based on NAV of ₹ 49.2565 as on Mar 31,2026. Since inception, the return has been 22.83%.

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 ₹8,590 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