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Aditya Birla SL Low Duration Fund Direct Growth

Growth
725.980.02% (-0.16)
High
Low
Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

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Aditya Birla SL Low Duration Fund Performance & Key Metrics

Aditya Birla SL Low Duration Fund Performance & Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.437.088.44
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
0.566.738.51

Aditya Birla SL Low Duration Fund Scheme InfoAditya Birla SL Low Duration Fund Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs0.00%
Nil
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 100
Initial: ₹ 100 Incremental: ₹ 100
BenchmarkBenchmark
NIFTY Low Duration Debt Index

About Low Duration Fund

About Low Duration Fund

Low duration funds are debt funds. They invest in short term debt securities for the duration between 6 to 12 months. They have relatively higher interest rate risk and credit risk.

Aditya Birla SL Low Duration Fund Peers

What are peers and why compare against them?

What are peers and why compare against them?

A mutual fund’s peers are schemes which belong to the same category. Comparing various metrics against peers can give valuable insights on how the scheme is performing as compared to the scheme category as a whole.

Aditya Birla SL Low Duration Fund Peers & Comparison

Comparing 3 mutual funds from 
DebtLow Duration Fund
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Aditya Birla SL Low Duration Fund8.49%7.74%8.03%
ICICI Pru Savings Fund8.56%7.95%7.86%
HDFC Low Duration Fund8.62%7.84%7.76%
SBI Magnum Low Duration Fund8.46%7.56%7.50%

Aditya Birla SL Low Duration Fund Returns Comparison

Compare Aditya Birla SL Low Duration Fund with any MF, ETF, stock or index
Compare Aditya Birla SL Low Duration Fund with any MF, ETF, stock or index
Aditya Birla SL Low Duration Fund
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Aditya Birla SL Low Duration Fund Portfolio

What are constituents?

What are constituents?

Mutual fund constituents are the various stocks, bonds, and other securities held within a fund. The size and mix of holdings depend on the category or type of fund. The holding analysis can give valuable understanding regarding the diversification of the fund.

Aditya Birla SL Low Duration Fund Asset Allocation

Aditya Birla SL Low Duration Fund Asset Allocation

Actual

Target

Sep 2024

Dec 2024

Mar 2025

May 2025

ACTUAL
+4 moreTreasury BillsCash & EquivalentsGovernment SecuritiesCertificate of DepositCorporate Debt6.58%4.02%4.65%6.84%21.95%55.96%

Sep 2024

Dec 2024

Mar 2025

May 2025

Tickertape Separator

Aditya Birla SL Low Duration Fund Sector Distribution

Aditya Birla SL Low Duration Fund Sector Distribution

+8 morePrivate BanksConsumer FinanceSpecialized FinancePublic BanksOthers21.86 %7.57 %9.32 %10.52 %24.69 %26.04 %

Sep 2024

Dec 2024

Mar 2025

May 2025

Tickertape Separator

Aditya Birla SL Low Duration Fund Sector Weightage

Aditya Birla SL Low Duration Fund Sector Weightage

Mar 24May 24Sep 24Dec 24Mar 25May 250.26%6.71%0.00%0.00%22.06%26.04%
Others as a % of total holdings for last six quarters
Tickertape Separator

Aditya Birla SL Low Duration Fund Current Holdings

Aditya Birla SL Low Duration Fund Current Holdings

Debt

Others

  • Constituent
    Holding Weight
    3M Change

AMC Profile of Aditya Birla SL Low Duration Fund

AMC Profile of Aditya Birla SL Low Duration Fund

Aditya Birla Sun Life AMC Limited, is a joint venture between the Aditya Birla Group and the Sun Life Financial Inc. of Canada. The joint venture brings together Aditya Birla Group's experience in the Indian market and Sun Life's global experience.

Aditya Birla Sun Life AMC Limited, is a joint venture between the Aditya Birla Group and the Sun Life Financial Inc. of Canada. The joint venture brings together Aditya Birla Group's experience in the Indian market and Sun Life's global experience.

  • No.of Schemes

    93

  • Total AUM

    ₹ 3,90,190.79 Cr.

Aditya Birla SL Low Duration Fund Manager Details

Aditya Birla SL Low Duration Fund Manager Details

Aditya Birla SL Low Duration Fund Manager Profile

Aditya Birla SL Low Duration Fund Manager Profile

Kaustubh Gupta

AUM:  ₹1,71,342.82 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 5yrs

Mohit Sharma

AUM:  ₹94,316.09 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 10yrs

Aditya Birla SL Low Duration Fund Manager Performance (0)

Aditya Birla SL Low Duration Fund Manager Performance (0)

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Aditya Birla SL Low Duration Fund Tax Implications

Aditya Birla SL Low Duration Fund Tax Implications

Invested period < 2 years

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments from 1st April 2023)

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments before 1st April 2023)

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Annual Income
As per the tax implications, in some cases, tax on MF returns depends on your annual income slab

+

-

You make

Aditya Birla SL Low Duration Fund Review & Opinions

Aditya Birla SL Low Duration Fund Review & Opinions

The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.
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Aditya Birla SL Low Duration Fund FAQs

Aditya Birla SL Low Duration Fund FAQs

  1. What is the NAV of Aditya Birla SL Low Duration Fund?

    The Current NAV of Aditya Birla SL Low Duration Fund is ₹725.98, as of 13th June 2025

  2. What are the returns of Aditya Birla SL Low Duration Fund?

    The Aditya Birla SL Low Duration Fund has been there since 1st January 2013
    • 1 Year Returns: 8.49
    • 3 Year Returns: 7.74
    • 5 Year Returns: 6.73

  3. What are the top 5 sectors holdings of Aditya Birla SL Low Duration Fund?

    The top sectors Aditya Birla SL Low Duration Fund has invested in are as for 1st 01 2013 are as follows -
    • Others | 26.04%
    • Public Banks | 24.69%
    • Specialized Finance | 10.52%
    • Consumer Finance | 9.32%
    • Private Banks | 7.57%

  4. What are the top 5 holdings Aditya Birla SL Low Duration Fund?

    The top 5 holdings for Aditya Birla SL Low Duration Fund are
    • State Government Securities (25/09/2025) | 4.45%
    • Kotak Mahindra Bank Limited (27/02/2026) ** # | 3.53%
    • 7.48% National Bank For Agriculture and Rural Development (15/09/2028) | 2.96%
    • 7.50% National Bank For Agriculture and Rural Development (31/08/2026) ** | 2.46%
    • Clearing Corporation of India Limited | 2.44%

  5. What is the asset allocation of Aditya Birla SL Low Duration Fund?

    The Aditya Birla SL Low Duration Fund is a plan that invests
    • Corporate Debt | 55.96%
    • Certificate of Deposit | 21.95%
    • Government Securities | 6.84%
    • Cash & Equivalents | 4.65%
    • Treasury Bills | 4.02%

  6. How to invest in Aditya Birla SL Low Duration Fund?

    If you wish to invest in Aditya Birla SL Low Duration Fund Plan via smallcase, you can follow these quick and easy steps -
    1. Log in to smallcase
    2. Search and select the Aditya Birla SL Low Duration Fund
    3. Complete filling your details and KYC
    4. Enter the Amount and type of investment (SIP or Lumpsum)
    5. And Voila! your SIP or Lumpsump investment in Aditya Birla SL Low Duration Fund is completed
    6. You can also calculate the returns on your investment based on our smallcase Lumpsum & SIP Calculator.

  7. What is the AUM of Aditya Birla SL Low Duration Fund?

    The AUM of Aditya Birla SL Low Duration Fund is 13528.18 Cr as of 13th June 2025

  8. What is the expense ratio of Aditya Birla SL Low Duration Fund Plan?

    The expense ratio of Aditya Birla SL Low Duration Fund Plan is 0.43

  9. How to exit Aditya Birla SL Low Duration Fund?

    If you have invested in Aditya Birla SL Low Duration Fund, then simply visit your investment and you will find an option to exit the funds or invest more. Please click on 'exit' and add the amount or units. In case you want to exit from all units, you can simply click on the checkbox option shown.

  10. What is the alpha of Aditya Birla SL Low Duration Fund?

    The alpha ratio for the Aditya Birla SL Low Duration Fund is N/A

    Alpha is the excess return of a fund compared to its expected return based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

  11. What is the Volatility or Standard Deviation of Aditya Birla SL Low Duration Fund?

    The volatility or standard deviation for the Aditya Birla SL Low Duration Fund is 0.51

    Standard Deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

  12. What is the sharpe ratio of Aditya Birla SL Low Duration Fund?

    The sharpe ratio for the Aditya Birla SL Low Duration Fund is 8.44

    The Sharpe Ratio is a measure of risk-adjusted return that evaluates the performance of an investment, such as a mutual fund, by adjusting for its risk. Higher Sharpe Ratio, indicates a better risk-adjusted performance. A positive Sharpe Ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe Ratio suggests that the MF did not adequately compensate for the risk.

  13. What is the Sortino ratio of Aditya Birla SL Low Duration Fund?

    The Sortino ratio for the Aditya Birla SL Low Duration Fund is 1.23

    The Sortino ratio is a measure of risk-adjusted return for an investment, such as a mutual fund.

  14. What is the Price to Earnings (PE) of Aditya Birla SL Low Duration Fund?

    The PE ratio (price-to-earnings) of the Aditya Birla SL Low Duration Fund is N/A while category PE ratio is N/A

  15. 1. Test MF FAQ for Mutual Fund Aditya Birla SL Low Duration Fund Shares?

    The Current NAV of Aditya Birla SL Low Duration Fund is ₹725.98, as of 13th June 2025

  16. 5. Test MF FAQ Is there any lock-in period for Aditya Birla SL Low Duration Fund Plan?

    There is a lock in period of N/A for Aditya Birla SL Low Duration Fund