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Aditya Birla SL Low Duration Fund (G)
Summary Info
Fund Name Aditya Birla Sun Life Mutual Fund
Scheme Name Aditya Birla SL Low Duration Fund (G)
AMC Aditya Birla Sun Life Mutual Fund
Type Open
Category Ultra Short Term Funds
Launch Date 12-May-98
Fund Manager Mohit Sharma
Net Assets(Rs. cr) 14455.78
NAV Details
NAV Date 13-Feb-26
NAV (Rs) 680.15
Buy/Repurchase Price (Rs) 0.00
Sell/Resale Price (Rs) 0.00
Entry Load % NIL
Exit Load % Nil
NAV Graph
Latest Payouts
  Dividends Bonus
Ratio NA NA
Record Date NA NA
Investment Details
Tax Benefits NA
Min. Investment(Rs) 100
Increm.Investment(Rs) 100
Performance Date :13-Feb-26
  1 Week (%) 1 Month (%) 3 Month (%) 6 Month (%) 1 Year (%) 3 Year (%) 5 Year (%) Since INC (%)
Scheme Return 0.25 0.52 1.12 2.73 6.75 6.88 5.82 7.15
Category Avg 0.09 0.43 1.17 2.74 6.86 7.21 6.08 6.65
Category Best 0.21 0.92 3.52 8.81 13.91 11.58 9.72 11.22
Category Worst -0.21 -0.07 -0.60 -0.72 -0.18 -4.71 -0.81 -12.99
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 [%]
0.0145 0.1225 2.4831 0.9646 0.9054
Asset Allocation
Holdings 31-Jan-26
Company Name % Hold
REC Ltd 8.09
S I D B I 7.12
Bharti Telecom 6.11
Tata Cap.Hsg. 3.12
N A B A R D 2.38
Poonawalla Fin 2.31
Hinduja Ley.Fin. 2.19
I R F C 2.02
LIC Housing Fin. 1.86
360 One Prime 1.74
ICICI Home Fin 1.68
Aditya Birla Hsg 1.62
NABFID 1.54
Embassy Off.REIT 1.34
Vedanta 1.23
Knowledge Realty 1.05
SMFG Home Financ 0.97
Muthoot Finance 0.89
Power Fin.Corpn. 0.87
JSW Energy 0.76
Tata Capital 0.70
H U D C O 0.69
Jio Credit 0.69
Aditya Birla Cap 0.65
Hero Housing Fin 0.59
Piramal Finance. 0.38
RJ Corp 0.36
Sikka Ports 0.34
HDB FINANC SER 0.28
Summit Digitel. 0.14
L&T Finance Ltd 0.10
Mindspace Busine 0.10
Kotak Mahindra P 0.07
Tata Projects 0.03
JTPM Metal Trade 2.74
Jubilant Bevco 2.60
GSEC2026 1.56
TBILL-91D 4.44
TBILL-364D 2.91
TBILL-182D 2.75
C C I 6.17
Shivshakti Securitisation Trust 1.61
India Universal Trust AL2 1.43
Radhakrishna Securitisation Trust 1.28
Power Fin.Corpn. 0.68
Net CA & Others -2.19
ICICI Home Fin 1.45
Axis Bank 5.06
S I D B I 4.94
Canara Bank 1.69
Kotak Mah. Bank 1.62
Bank of Baroda 1.32
E X I M Bank 1.13
Indian Bank 1.01
HDFC Bank 0.84
Union Bank (I) 0.68
SBI - CDMDF - A2 Units 0.27
Fund Profile
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