Aditya Birla Sun Life Low Duration Fund -Regular- Growth Plan

Open Ended Schemes(Debt Scheme - Low Duration Fund)Moderate Risk★★★★★ISIN INF209K01LQ0

NAV · 06-Jul-2026

₹695.5913

+1.23%

+2.81%

1Y (CAGR)

+5.58%

3Y (CAGR)

+6.70%

5Y (CAGR)

+5.93%

Since inception (CAGR)

+20.43%

NAV history

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Risk & SIP analytics

Q2 · 3Y in category

Volatility (3y)

0.50%

Downside dev (3y)

0.37%

Max drawdown (3y)

-0.3%

Sharpe (3y)

0.40

SIP XIRR (3y)

+6.55%

SIP XIRR (5y)

+6.48%

Calendar-year returns

2020 +7.7%2021 +3.5%2022 +4.3%2023 +6.7%2024 +7.1%2025 +7.0%

Fund facts

Fund managerKaustubh Gupta · Mohit Sharma

AUM₹1,30,113 Cr

TER · AMFI officialDirect 0.42% · Regular 1.20% (2026-06-30)

Launch date07-Jul-1998

Plan typeOpen Ended · Debt

Min lumpsum5000

Lock-inNone

Volatility0.78

AMCAditya Birla Sun Life AMC Limited

Objective · 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.

scheme documents ↗