Aditya Birla SL Short Term Fund

Debt · Short Duration
 · ★★★★
1,000
Min SIP
1,000
Min Lumpsum
0.38 %
Expense Ratio
★★★★
Rating
4,946
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 31 May 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 7.5% 7.1% 7.9% 8.7%
Category Average 14% 25% 13.5% -

Scheme Allocation

By Holding
By Sector
By Asset
H D F C
2.51%
Shriram Trans.
2.5%
Bajaj Housing
2.42%
Net CA & Others
1.8%
Bharti Telecom
1.76%
Others
89.01%
Others
100%
Corporate Debentures
57.6%
Govt Securities / Sovereign
18.38%
Floating Rate Instruments
13.76%
Certificate of Deposit
4.16%
Pass Through Certificates
3.21%
Others
2.89%

Advance Ratio

0.43
Alpha
0.57
SD
0.07
Beta
1
Sharpe

Exit Load

Exit Load Nil

Fund Objective

To generate regular income by investing primarily in investment grade fixed income securities / money market instruments with short to medium term maturities and across the credit spectrum within the universe of investment grade rating.

Fund Managers

Kaustubh Gupta

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Address:
One World Centre,Tower 1,17th Flr, Jupiter Mills,senapati Bapat Marg,Elphinstone Road, Mumbai 400013
Contact:
43568000
Email ID:
care.mutualfunds@adityabirlacapital.com

Frequently Asked Questions

How to invest in Aditya Birla SL Short Term Fund ?

You can invest in Aditya Birla SL Short Term Fund in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Aditya Birla SL Short Term Fund in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Aditya Birla SL Short Term Fund ?

The NAV of Aditya Birla SL Short Term Fund is ₹43.5 as of 31 May 2023.

How to redeem Aditya Birla SL Short Term Fund holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Aditya Birla SL Short Term Fund?

The minimum SIP amount of Aditya Birla SL Short Term Fund is ₹1000

How much returns have Aditya Birla SL Short Term Fund generated ?

The Aditya Birla SL Short Term Fund has delivered 8.7% since inception

What is the expense ratio of Aditya Birla SL Short Term Fund ?

The expense ratio of Aditya Birla SL Short Term Fund is 0.38 % as of 31 May 2023.

What is the AUM of Aditya Birla SL Short Term Fund?

The AUM of Aditya Birla SL Short Term Fund is ₹2,75,965 Cr as of 31 May 2023

What are the top stock holdings of Aditya Birla SL Short Term Fund?

The top stock holdings of Aditya Birla SL Short Term Fund are
  1. GSEC2032 - 7.14%
  2. S I D B I - 3.34%
  3. H D F C - 2.65%
  4. HDFC Bank - 2.56%
  5. St Bk of India - 2.55%
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