What is the NAV of Aditya Birla SL Short Term Fund?
The Current NAV of Aditya Birla SL Short Term Fund is ₹47.59, as of 13th June 2025What are the returns of Aditya Birla SL Short Term Fund?
The Aditya Birla SL Short Term Fund has been there since 9th May 2003- 1 Year Returns: 9.11
- 3 Year Returns: 7.68
- 5 Year Returns: 6.96
What are the top 5 sectors holdings of Aditya Birla SL Short Term Fund?
The top sectors Aditya Birla SL Short Term Fund has invested in are as for 9th 05 2003 are as follows -- Others | 27.53%
- Public Banks | 21.49%
- Consumer Finance | 10.78%
- Investment Banking & Brokerage | 8.67%
- Home Financing | 8.29%
What are the top 5 holdings Aditya Birla SL Short Term Fund?
The top 5 holdings for Aditya Birla SL Short Term Fund are- 7.70% National Bank For Agriculture and Rural Development (30/09/2027) | 4.73%
- 6.94% Power Grid Corporation of India Limited (15/04/2035) ** | 4.68%
- Clearing Corporation of India Limited | 4.36%
- 7.17% Tata Capital Housing Finance Limited (21/05/2030) ** | 3.82%
- Government of India (14/08/2033) | 3.40%
What is the asset allocation of Aditya Birla SL Short Term Fund?
The Aditya Birla SL Short Term Fund is a plan that invests- Corporate Debt | 77.20%
- Government Securities | 10.16%
- Cash & Equivalents | 7.22%
- Floating-rate Debt | 1.78%
- Secured Debt | 1.76%
How to invest in Aditya Birla SL Short Term Fund?
If you wish to invest in Aditya Birla SL Short Term Fund Plan via smallcase, you can follow these quick and easy steps -- Log in to smallcase
- Search and select the Aditya Birla SL Short Term Fund
- Complete filling your details and KYC
- Enter the Amount and type of investment (SIP or Lumpsum)
- And Voila! your SIP or Lumpsump investment in Aditya Birla SL Short Term Fund is completed
You can also calculate the returns on your investment based on our smallcase Lumpsum & SIP Calculator.
What is the AUM of Aditya Birla SL Short Term Fund?
The AUM of Aditya Birla SL Short Term Fund is 9192.79 Cr as of 13th June 2025What is the expense ratio of Aditya Birla SL Short Term Fund Plan?
The expense ratio of Aditya Birla SL Short Term Fund Plan is 0.99How to exit Aditya Birla SL Short Term Fund?
If you have invested in Aditya Birla SL Short Term 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.What is the alpha of Aditya Birla SL Short Term Fund?
The alpha ratio for the Aditya Birla SL Short Term 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.
What is the Volatility or Standard Deviation of Aditya Birla SL Short Term Fund?
The volatility or standard deviation for the Aditya Birla SL Short Term Fund is 0.87
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.
What is the sharpe ratio of Aditya Birla SL Short Term Fund?
The sharpe ratio for the Aditya Birla SL Short Term Fund is 5.64
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.
What is the Sortino ratio of Aditya Birla SL Short Term Fund?
The Sortino ratio for the Aditya Birla SL Short Term Fund is 0.78
The Sortino ratio is a measure of risk-adjusted return for an investment, such as a mutual fund.
What is the Price to Earnings (PE) of Aditya Birla SL Short Term Fund?
The PE ratio (price-to-earnings) of the Aditya Birla SL Short Term Fund is N/A while category PE ratio is N/A1. Test MF FAQ for Mutual Fund Aditya Birla SL Short Term Fund Shares?
The Current NAV of Aditya Birla SL Short Term Fund is ₹47.59, as of 13th June 20255. Test MF FAQ Is there any lock-in period for Aditya Birla SL Short Term Fund Plan?
There is a lock in period of N/A for Aditya Birla SL Short Term Fund
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Aditya Birla SL Short Term Fund Standard Growth
GrowthRegular
47.590.07% (-0.04)
High
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—
Low
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Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
1M
6M
1Y
3Y
5Y
Max
SIP
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Aditya Birla SL Short Term Fund Performance & Key Metrics
Aditya Birla SL Short Term Fund Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.99 | 7.19 | 5.64 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.63 | 6.84 | 5.32 |
Aditya Birla SL Short Term Fund Scheme InfoAditya Birla SL Short Term Fund Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 0.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 1,000 |
| BenchmarkBenchmark |
|---|
| Nifty Short Duration Debt Index |
About Short Duration Fund
About Short Duration Fund
Short duration funds are debt funds. They invest in short term debt securities for the duration between 1 to 3 years. They generally offer stable returns for moderate risks.
Aditya Birla SL Short Term 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 Short Term Fund Asset Allocation
Aditya Birla SL Short Term Fund Asset Allocation
Actual
Target
Sep 2024
Dec 2024
Mar 2025
May 2025
Sep 2024
Dec 2024
Mar 2025
May 2025
Aditya Birla SL Short Term Fund Sector Distribution
Aditya Birla SL Short Term Fund Sector Distribution
Sep 2024
Dec 2024
Mar 2025
May 2025
Aditya Birla SL Short Term Fund Sector Weightage
Aditya Birla SL Short Term Fund Sector Weightage
Others
Others as a % of total holdings for last six quarters
Aditya Birla SL Short Term Fund Current Holdings
Aditya Birla SL Short Term Fund Current Holdings
Debt
Others
- ConstituentHolding Weight3M Change
Holdings
4.73 %
-0.75 %Holdings
4.68 %
4.68 %Holdings
3.82 %
3.82 %
AMC Profile of Aditya Birla SL Short Term Fund
AMC Profile of Aditya Birla SL Short Term 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 Short Term Fund Manager Details
Aditya Birla SL Short Term Fund Manager Details
Aditya Birla SL Short Term Fund Manager Profile
Aditya Birla SL Short Term Fund Manager Profile
Kaustubh Gupta
AUM: ₹1,71,342.82 Cr.
|
Exp: 5yrs
Mohit Sharma
AUM: ₹94,316.09 Cr.
|
Exp: 10yrs
Aditya Birla SL Short Term Fund Manager Performance (0)
Aditya Birla SL Short Term Fund Manager Performance (0)
Debt: Short Duration Fund
Aditya Birla SL Short Term Fund Tax Implications
Aditya Birla SL Short Term Fund Tax Implications
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.
Historical
Income
As per the tax implications, in some cases, tax on MF returns depends on your annual income slab
₹10 Lakh - ₹12 Lakh
+
-
You make
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%