Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

Open Ended Schemes(Debt Scheme - Short Duration Fund)Low to Moderate Risk★★★★★ISIN INF209K01942

NAV · 06-Jul-2026

₹50.5623

+2.02%

+3.01%

1Y (CAGR)

+5.71%

3Y (CAGR)

+7.30%

5Y (CAGR)

+6.39%

Since inception (CAGR)

+7.82%

NAV history

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Risk & SIP analytics

Q2 · 3Y in category

Volatility (3y)

0.97%

Downside dev (3y)

0.74%

Max drawdown (3y)

-0.5%

Sharpe (3y)

0.82

SIP XIRR (3y)

+7.21%

SIP XIRR (5y)

+7.02%

Calendar-year returns

2020 +11.1%2021 +3.8%2022 +4.2%2023 +6.9%2024 +7.9%2025 +7.7%

Fund facts

Fund managerKaustubh Gupta · Mohit Sharma

AUM₹68,245 Cr

TER · AMFI officialDirect 0.36% · Regular 0.96% (2026-06-30)

Launch date22-Apr-2002

Plan typeOpen Ended · Debt

Min lumpsum5000

Lock-inNone

Volatility4.50

AMCAditya Birla Sun Life AMC Limited

Objective · The investment objective of the Scheme is to generate income and capital appreciation by investing 100% of the corpus in a diversified portfolio of debt and money market securities.

scheme documents ↗