INF209K01KE8

CASPeR Ranking #194

Aditya Birla Sun Life Low Duration Fund Institutional Growth

Moderate Risk Low Duration Fixed Income

NAV (Thu Sep 19 2024)

₹435

Returns (Since Inception)

5.62%

Category Average

5.61%

Rating

4

Allocation and Holdings

Asset class

Weightage

Unknown

29.54%

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Overall rating

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Scheme Information

Fund name

Aditya Birla Sun Life Low Duration Fund Institutional Growth


Minimum SIP

100


Risk Level

Moderate Risk


AUM

₹10739.78 Cr


ISIN

INF209K01KE8


Inception Date

Apr 16 2003


Standard Deviation

0.6


Beta

-


Sharpe Ratio

-0.992


Benchmark

CRISIL Low Duration Fund TR INR


Expense Ratio

1.230%


Exit Load

Nil

Risk

Moderate Risk

Investment 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.

Fund Managers

Kaustubh Gupta

Mohit Sharma

Mohamed Irfan

About the AMC

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frequently asked questions

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What is the current NAV of Aditya Birla Sun Life Low Duration Fund Institutional Growth?

The NAV of Aditya Birla Sun Life Low Duration Fund Institutional Growth is ₹435 as of Thu Sep 19 2024.

Net asset value, or NAV for short, is a mutual fund's cost per unit. Consider it the share price of a stock, but one that represents the total worth of all the investments made by the fund. This value affects how much you pay to invest or receive when redeeming units, and it changes every day based on changes in the market. Gaining insight into NAV enables you to evaluate a fund's performance and make wise investment choices.

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Who is the fund manager of Aditya Birla Sun Life Low Duration Fund Institutional Growth?

Kaustubh Gupta is the current fund manager of Aditya Birla Sun Life Low Duration Fund Institutional Growth as on Fri Sep 20 2024. A fund manager's performance history, investment style and strategy, approach to risk management, tenure and experience, fees and charges, and alignment with investor goals all have an impact on the fund performance.

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What is the expense ratio of Aditya Birla Sun Life Low Duration Fund Institutional Growth?

The Expense Ratio of Aditya Birla Sun Life Low Duration Fund Institutional Growth is 123.00% as of Fri Sep 20 2024 which means if you earn ₹50,000 worth returns on an investment in this fund then 123.00% of those returns will be retained by the AMC.

The annual fees you pay the mutual fund firm to manage your investments in that fund are known as the Expense Ratio. The Expense Ratio is deducted from the returns that the fund generates and expressed as a percentage of Assets Under Management (AUM).

Because a smaller portion of the gains will be retained, a fund with a lower expense ratio is always preferable because it will result in larger returns for you.

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What is the minimum SIP amount of Aditya Birla Sun Life Low Duration Fund Institutional Growth?

The minimum Systematic Investment Plan (SIP) amount required for Aditya Birla Sun Life Low Duration Fund Institutional Growth is ₹100. A Systematic Investment Plan (SIP) is an investment approach in mutual funds where an investor selects a mutual fund scheme and invests a fixed amount at regular intervals. The SIP investment strategy involves investing a small amount consistently over time, as opposed to investing a large sum in a single instance. This method aims to potentially yield higher returns over the long term by leveraging the benefits of rupee cost averaging and compounding.

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What is the minimum lump sum amount required to invest in Aditya Birla Sun Life Low Duration Fund Institutional Growth?

To initiate a lump sum investment in Aditya Birla Sun Life Low Duration Fund Institutional Growth, a minimum initial amount of ₹100 is necessary. This means that to participate in this investment option, investors must commit a starting sum of at least INR 5000. A lumpsum investment is a common approach to investing money in financial instruments such as mutual funds. This method involves investing a substantial sum of money in a financial instrument in a single transaction, as opposed to making multiple smaller payments over time.

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What is risk category of the Aditya Birla Sun Life Low Duration Fund Institutional Growth?

In accordance with SEBI regulations, mutual funds are required to disclose the risk associated with investing, categorized into five levels: (a) Low: Low risk to principal, (b) Moderately Low: Moderately low risk to principal, (c) Moderate: Moderate risk to principal, (d) Moderately High: Moderately high risk to principal, (e) High: High risk to principal. The risk category of Aditya Birla Sun Life Low Duration Fund Institutional Growth is classified as Moderate Risk.

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What is the category of Aditya Birla Sun Life Low Duration Fund Institutional Growth?

The category of the Aditya Birla Sun Life Low Duration Fund Institutional Growth is Fixed Income.

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