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Aditya Birla SL Liquid Fund - Retail (G)
Summary Info
Fund Name Aditya Birla Sun Life Mutual Fund
Scheme Name Aditya Birla SL Liquid Fund - Retail (G)
AMC Aditya Birla Sun Life Mutual Fund
Type Open
Category Liquid Funds
Launch Date 09-Jun-97
Fund Manager Kaustubh Gupta
Net Assets(Rs. cr) 56603.85
NAV Details
NAV Date 20-May-26
NAV (Rs) 719.71
Buy/Repurchase Price (Rs) 0.00
Sell/Resale Price (Rs) 0.00
Entry Load % NIL
Exit Load % 0.0070% - If redemption/switch out within 1 days from the date of allotment. 0.0065% - If redemption/switch out within 2 days from the date of allotment. 0.0060% - If redemption/switch out within 3 days from the date of allotment. 0.0055% - If redemption/switch out within 4 days from the date of allotment. 0.0050% - If redemption/switch out within 5 days from the date of allotment. 0.0045% - If redemption/switch out within 6 days from the date of allotment. Nil - If redemption/switch out within 7 days from the date of allotment.
NAV Graph
Latest Payouts
  Dividends Bonus
Ratio NA NA
Record Date NA NA
Investment Details
Tax Benefits NA
Min. Investment(Rs) 10000
Increm.Investment(Rs) 1000
Performance Date :19-May-26
  1 Week (%) 1 Month (%) 3 Month (%) 6 Month (%) 1 Year (%) 3 Year (%) 5 Year (%) Since INC (%)
Scheme Return 0.09 0.40 1.59 3.10 6.16 6.88 6.04 7.06
Category Avg 0.06 0.32 1.32 2.64 5.51 6.22 5.70 32.47
Category Best 0.40 1.12 7.92 8.43 55.21 21.56 14.56 10474.83
Category Worst -0.51 -8.04 -13.91 -22.01 -19.65 -3.91 -0.61 -0.01
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movements in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] TR [%]
0.0044 0.0604 -1.4915 -0.3145 4.0530
Asset Allocation
Holdings 30-Apr-26
Company Name % Hold
Power Fin.Corpn. 0.48
H U D C O 0.40
REC Ltd 0.18
Shriram Finance 0.12
Mindspace Busine 0.09
Cholaman.Inv.&Fn 0.04
GSEC2026 0.19
TBILL-91D 12.53
TBILL-182D 0.46
Reverse Repo 2.62
N A B A R D 6.73
IIFL Finance 2.67
PNB Housing 2.41
Motil.Oswal.Fin. 1.76
S I D B I 1.75
Rel. Retail Vent 1.59
E X I M Bank 1.58
JSW Energy 1.58
SBI Cap 1.23
DSP Finance 1.23
Godrej Propert. 1.18
Godrej Industrie 1.14
Hero Fincorp 1.06
Tata Capital 0.88
L&T Finance Ltd 0.88
Avenue Super. 0.87
Can Fin Homes 0.87
Tata Tele. Mah. 0.86
Interise 0.79
Cholaman.Inv.&Fn 0.70
Godrej Housing 0.70
Kotak Securities 0.70
Sharekhan 0.70
Godrej Finance 0.70
Muthoot Finance 0.66
Julius Baer Cap. 0.62
ICICI Securities 0.61
Manappuram Fin. 0.61
ICICI Home Fin 0.57
Netwrk.18 Media 0.53
HSBC Investdirec 0.53
CESC 0.52
Barclays Invest 0.48
Bajaj Finance 0.44
M & M Fin. Serv. 0.44
Bharti Telecom 0.44
Stand.Char. Cap. 0.35
Redington 0.35
Deutsche Invest 0.31
ONGC Petro Add. 0.26
Nuvama Wealth. 0.26
Bajaj Housing 0.26
GIC Housing Fin 0.26
Nuvama Wealth 0.26
Hero Housing Fin 0.26
Chola. Sec. 0.22
Mirae Asset Fin 0.18
Infina Finance 0.18
Nuvama Wealth & 0.18
Kotak Mahindra P 0.13
JM Financial Ser 0.09
Birla Group 0.04
Net CA & Others -9.32
IndusInd Bank 6.24
Union Bank (I) 5.62
Canara Bank 5.36
RBL Bank 5.35
HDFC Bank 3.56
IDBI Bank 2.20
Punjab Natl.Bank 2.15
Bank of Baroda 1.84
Pun. & Sind Bank 1.76
City Union Bank 1.76
ICICI Bank 1.71
Citibank N. A. 1.66
DCB Bank 1.18
Indian Bank 0.92
DBS Bank India 0.87
Axis Bank 0.84
Central Bank 0.70
Yes Bank 0.62
IDFC First Bank 0.61
Kotak Mah. Bank 0.44
Karur Vysya Bank 0.44
Federal Bank 0.40
Bank of India 0.35
S I D B I 0.35
Mashreqbank PSC 0.35
E X I M Bank 0.09
SBI - CDMDF - A2 Units 0.25
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