Aditya Birla Sun Life Low duration Fund - Growth - Direct Plan

Open Ended Schemes(Debt Scheme - Low Duration Fund)Moderate Risk★★★★★ISIN INF209K01XU7

NAV · 06-Jul-2026

₹776.8238

+1.30%

+3.22%

1Y (CAGR)

+6.44%

3Y (CAGR)

+7.56%

5Y (CAGR)

+6.79%

Since inception (CAGR)

+7.92%

NAV history

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Risk & SIP analytics

Q1 · TOP · 3Y in category

Volatility (3y)

0.51%

Downside dev (3y)

0.35%

Max drawdown (3y)

-0.2%

Sharpe (3y)

2.08

SIP XIRR (3y)

+7.40%

SIP XIRR (5y)

+7.33%

Calendar-year returns

2020 +8.6%2021 +4.3%2022 +5.2%2023 +7.5%2024 +8.0%2025 +7.8%

Fund facts

Fund managerKaustubh Gupta · Mohit Sharma

AUM₹1,30,113 Cr

Expense ratio0.36% · 2026-05-31

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

Launch date07-Jul-1998

Plan typeOpen Ended · Debt

Min lumpsum₹100

Min SIP₹100

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 ↗