Aditya Birla Sun Life Low Duration Fund
Get the latest NAV of Aditya Birla Sun Life Low Duration Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹765.11
1D
NAV as on 18 May 2026
7.88%/per year
Since Inception
▲▼
680 people have invested ₹ 1.1Cr in Aditya Birla Sun Life Low Duration Fund in the last three months
Aditya Birla Sun Life Low Duration Fund Performance vs. Low Duration Index
Fund returns vs Benchmark returns vs Category Average returns as on (18-May-26)
The fund has consistently outperformed the benchmark (Low Duration Index) over the last 1Y, 3Y, 5Y time periods.
Aditya Birla Sun Life Low Duration Fund Ranking and Peer Comparison
Ranked based on performance, risk management and cost efficiency
Ranked 11 out of 17 mutual funds in the low duration category as per INDmoney.
Aditya Birla Sun Life Low Duration Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Aditya Birla Sun Life Low Duration Fund Asset Allocation
See fund asset allocation details as on (14-May-26)
Fund Distribution
as on (14-May-26)
Aditya Birla Sun Life Low Duration Fund Sector Allocation
See fund sector allocation details as on (14-May-26)
Sector Allocation
Top 3 Sectors in April were Financial Services, Corporate & Government
Financial Services
100%
Corporate
71%
Government
24%
Financial Services
100%
Corporate
76%
Government
15%
Aditya Birla Sun Life Low Duration Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.36% |
Benchmark | NIFTY Low Duration Debt TR INR |
| AUM | ₹13267 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | ₹100/₹100 |
| Exit Load | 0% |
| Lock In | No Lock-in |
TurnOver | 139.46% |
| Risk |   Moderate Risk |
About Aditya Birla Sun Life Low Duration Fund
Aditya Birla Sun Life Low Duration Fund is a debt fund. This fund was started on 1 January, 2013. The fund is managed by Mohit Sharma, Kaustubh Gupta. This fund is suitable to keep your money safe.
Key Parameters
- Aditya Birla Sun Life Low Duration Fund has ₹13267 Cr worth of assets under management (AUM) as on May 2026 and is more than category average.
- The fund has an expense ratio 0.4.
Returns
Aditya Birla Sun Life Low Duration Fund has given a CAGR return of 7.88% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 5.99%, 7.36% and 6.58% respectively.
Holdings
Aditya Birla Sun Life Low Duration Fund has allocated its funds majorly in Financial Services, Corporate, Government, Cash Equivalent. Its top holdings are Bharti Telecom Limited, Jtpm Metal TRaders Limited, Jubilant Bevco Limited, National Bank For Agriculture And Rural Development, Rec Limited
Taxation
As it is a low duration mutual fund the taxation is as follows:If the fund is debt oriented i.e. asset allocation of more than 65% in debt instruments:Invested before 1 April 2023 and held for less than 24 months, STCG will be taxed at your income slab rate.Invested before 1 April 2023 and held for more than 24 months, LTCG will be taxed at 12.5%.Invested after 1 April 2023, capital gains will be taxed at your income slab rate.Dividends will always be taxed at slab rate.
Investment objective of Aditya Birla Sun Life Low Duration Fund
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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Aditya Birla Sun Life Low Duration Fund has no lock in period.
Fund Manager
Mohit Sharma
Fund Manager of Aditya Birla Sun Life Low Duration Fund, since 1 April 2017
Kaustubh Gupta
Fund Manager of Aditya Birla Sun Life Low Duration Fund, since 15 July 2011
- AUM of the fund stands at 13.6K Cr as of Apr'26
- AUM increased by 2.8K Cr between Apr'26 and Mar'26
Frequently Asked Questions for Aditya Birla Sun Life Low Duration Fund
How do I invest in Aditya Birla Sun Life Low Duration Fund?
- Download the INDmoney app.
- Search for ‘Aditya Birla Sun Life Low Duration Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.