Aeterna Wealth
Short Term · Direct plan · Growth

Aditya Birla Sun Life Short Term Fund (Direct)

Aditya Birla Sun Life Mutual Fund · benchmark: the median Short Term fund · 13.8 years old · AMFI code 119498

Tax: Taxed at your income-tax slab rate on all gains, however long you hold (more than 65% of the fund is in debt).

A
Track-record rating: 5 of 21 in Short Term

A (top 30%), score 61.5 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months2.9%2.8%+0.1%9 / 22
1 year4.9%4.8%+0.1%8 / 21
3 years (a year)7.5%7.3%+0.2%4 / 21
5 years (a year)6.9%6.4%+0.4%1 / 19

Growth option, point to point to 6 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y1.5%
Max fall, 5Y-0.7%

Portfolio

Holdings for this scheme are not available yet; its rating uses the track record only.

Common questions

What is the NAV of Aditya Birla Sun Life Short Term Fund (Direct plan)?

₹55.49 on 6 Nov 2026 (Growth option).

What is the expense ratio of Aditya Birla Sun Life Short Term Fund (Direct)?

0.36% a year; the Regular plan's is 0.96%.

What return has Aditya Birla Sun Life Short Term Fund given over 3 years?

7.5% a year (Direct plan) over the 3 years to 6 Nov 2026, against 7.3% for the median Short Term fund.

How is Aditya Birla Sun Life Short Term Fund rated?

A: 5 of 21 Direct plans in Short Term, on its track record. This describes the past and is not a recommendation.

Data as of 8 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Aditya Birla Sun Life Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.