Aditya Birla Sun Life Short Term Fund Regular Plan Growth
Medium
Risk
Debt
Short Duration Fund
+
5.63
%
5.63
%
3Y annualised
+
0.06
%
0.06
%
1D
1M
6M
1Y
3Y
All
Fund size
7275
NAV:
Mar 7, 2024
42.8287
Sector
Tech
Type
Debt
Launched
May 2003
Min Investment
1000
Expense Ratio
1
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
7.18% Govt Stock 2033
8.93
%
7.26% Govt Stock 2033
7.36
%
7.38% Govt Stock 2027
6.76
%
7.18% Govt Stock 2037
5.8
%
7.06% Govt Stock 2028
2.85
%
Bharti Telecom Limited
2.06
%
HDFC Bank Limited
2.05
%
7.17% Govt Stock 2030
2
%
Embassy Office Parks Reit
1.99
%
8.25% Govt Stock 2033
1.74
%
Expense ratio, exit load and tax
Expense Ratio:
1
%
Inclusive of GST
Exit load
No exit loads
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Aditya Birla Sun Life Short Term Fund Regular Plan Growth
More details
Investment 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 Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
Calculate returns
One-time
Monthly SIP
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* Returns are calculated as per lifetime average per annum returns of the fund.
Calculate returns
Monthly SIP
One-time
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