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Aditya Birla Sun Life Low Duration Regular Plan Growth

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  • Debt
  • Low Duration
  • Rating 5
  • Plan
556.47 -0.02 (-0.00%) NAV as on 08 Feb, 2023
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)11821.25
  • CAGR 4.58%
  • Exit Load0.00%
  • Expense ratio1.22%
  • CategoryDebt
  • Min Investment100
  • Min SIP100
  • Launch Date1998-05-14

Morning Star Rating 5

Low
Risk
Moderate
Return

Asset Allocation

Holdings As On - 09 February 2023

  • Name
  • Value (Cr)
  • Holding %
  • State Bank Of India
  • 487.88
  • 4.13%
  • HDFC Bank Limited
  • 463.96
  • 3.92%
  • Small Industries Development Bank Of India
  • 357.26
  • 3.02%
  • Shriram Finance Limited
  • 317.83
  • 2.69%
  • 182 DTB 29062023
  • 291.31
  • 2.46%
  • Bajaj Housing Finance Limited
  • 272.22
  • 2.30%
  • 7.42% Govt Stock 2033
  • 263.97
  • 2.23%
  • 364 DTB 06072023
  • 242.35
  • 2.05%
  • JM Financial Credit Solutions Limited
  • 242.04
  • 2.05%
  • Bank Of Baroda
  • 235.16
  • 1.99%
View More

Risk & Volitility

  • Alpha 0.62%
  • Beta 2.98
  • Sharpe Ratio0.89
  • Std Deviation 0.96%
  • Tracking Error 0.92%

About Fund

The objective of the scheme is to provide income which is consistent with a portfolio through investments in a basket of debt and money market instruments of short maturities with a view to provide reasonable returns.

 

The Aditya Birla Sun Life Low Duration Regular Plan Growth has an AUM of 11821.25 crores & has delivered CAGR of 6.17% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 1.22%. The minimum investment in Aditya Birla Sun Life Low Duration Regular Plan Growth is Rs 100 and the minimum SIP is Rs 100.

 

As per morningstar the risk & return rating of the fund are Low & Moderate respectively.

 

The top holdings of the fund include State Bank Of India, HDFC Bank Limited, Small Industries Development Bank Of India & Shriram Finance Limited.

 

Some of the similar funds are HDFC Low Duration Regular Plan Growth, Aditya Birla Sun Life Low Duration Fund Institutional Growth, Aditya Birla Sun Life Low Duration Regular Plan Growth, Kotak Low Duration Fund- Standard Plan-Growth Option, SBI Magnum Low Duration Fund Regular Plan Growth. Aditya Birla Sun Life Low Duration Regular Plan Growth has a sharpe ratio of 0.89 & a standard deviation of 0.96%.

FAQs about Aditya Birla Sun Life Low Duration Regular Plan Growth

According to the morning star rating Aditya Birla Sun Life Low Duration Regular Plan Growth has a Low risk & Moderate return.
Aditya Birla Sun Life Low Duration Regular Plan Growth is managed by Kaustubh Gupta,Mohit Sharma.
The expense ratio of Aditya Birla Sun Life Low Duration Regular Plan Growth is 1.22%.
The 5 year annualized return on Aditya Birla Sun Life Low Duration Regular Plan Growth is 6.17% & it has generated 4.58% in the last 1 year.
The minimum investment in Aditya Birla Sun Life Low Duration Regular Plan Growth is 100 Rs.
Aditya Birla Sun Life Low Duration Regular Plan Growth has an AUM of 11821.25 crores.

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