Comprehensive analysis of Aditya Birla SL Short Term Fund (IDCW) (1404) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Aditya Birla Sun Life AMC Ltd
To generate regular income by investing primarily in investment grade fixed income securities / money market instruments with short to medium term maturities and across the credit spectrum within the universe of investment grade rating.
A comprehensive at-a-glance view of key mutual fund health indicators
Good Returns
Moderate Risk
Low Expense Ratio
Debt Focused
Experienced Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Outperformance vs benchmark
Fund manager experience
Recent performance momentum
Risk-adjusted returns
Fund management costs
Assets under management
Historical performance consistency
Market exposure level
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Industry | % Assets |
|---|---|---|
| N A B A R D | Debt Others | 10.50% |
| N A B A R D | Debt Others | 10.46% |
| Indian Railway Finance Corporation Ltd | Finance - Term-Lending Institutions | 10.28% |
| Indian Railway Finance Corporation Ltd | Finance - Term-Lending Institutions | 10.26% |
| REC Ltd | Finance - Term-Lending Institutions | 8.36% |
| REC Ltd | Finance - Term-Lending Institutions | 8.33% |
| Tata Cap.Hsg. | Debt Others | 6.15% |
| Tata Cap.Hsg. | Debt Others | 6.13% |
| S I D B I | Debt Others | 4.52% |
| S I D B I | Debt Others | 4.50% |
Compare against Short Duration Fund category average
This comparison shows how the fund performs relative to the Short Duration Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Short Duration Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Invesco India Short Duration Fund - Direct (G) | ₹3955.75 | 5.29% | 9.70% | 7.83% |
| Invesco India Short Duration Fund (G) | ₹3583.33 | 4.98% | 8.98% | 7.17% |
| Invesco India Short Duration Fund - Plan B (G) | ₹3565.22 | 4.90% | 8.83% | 7.12% |
| Invesco India Short Duration Fund - Direct (Disc) | ₹2790.79 | 5.29% | 9.70% | 7.83% |
| Invesco India Short Duration Fund (Discretionary) | ₹2673.00 | 4.98% | 8.98% | 7.17% |
| Invesco India Short Duration Fund - Direct (IDCW-M) | ₹2603.04 | 5.29% | 9.70% | 7.83% |
| Groww Short Duration Fund - Direct (G) | ₹2402.14 | 5.34% | 9.74% | 7.80% |
| Invesco India Short Duration Fund - Plan B (IDCW-M) | ₹2334.96 | 4.94% | 8.88% | 7.03% |
| Groww Short Duration Fund (G) | ₹2092.51 | 4.89% | 8.61% | 6.63% |
| TRUSTMF Short Duration Fund - Direct (G) | ₹1281.28 | 5.28% | 9.56% | 7.73% |
A seasoned investment professional with over 22 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.