Aditya Birla Sun Life Short Term Fund Regular Plan Quarterly Reinvst of Inc Dis cum Cap Wdrl
Get the latest NAV of Aditya Birla Sun Life Short Term Fund Regular Plan Quarterly Reinvst of Inc Dis cum Cap Wdrl. 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.
₹10.46
NAV as on 16 Mar 2026
6.72%/per year
Since Inception
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Aditya Birla Sun Life Short Term Fund Regular Plan Quarterly Reinvst of Inc Dis cum Cap Wdrl Performance vs. Short Duration Index
Fund returns vs Benchmark returns vs Category Average returns as on (16-Mar-26)
The fund has consistently outperformed the benchmark (Short Duration Index) over the last 1Y, 3Y, 5Y time periods.
Aditya Birla Sun Life Short Term Fund Regular Plan Quarterly Reinvst of Inc Dis cum Cap Wdrl Ranking and Peer Comparison
Ranked based on performance, risk management and cost efficiency
Ranked 5 out of 14 mutual funds in the short duration category as per INDmoney.
Aditya Birla Sun Life Short Term Fund Regular Plan Quarterly Reinvst of Inc Dis cum Cap Wdrl Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Aditya Birla Sun Life Short Term Fund Regular Plan Quarterly Reinvst of Inc Dis cum Cap Wdrl Asset Allocation
See fund asset allocation details as on (14-Mar-26)
Fund Distribution
as on (14-Mar-26)
Aditya Birla Sun Life Short Term Fund Regular Plan Quarterly Reinvst of Inc Dis cum Cap Wdrl Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
Top 3 Sectors in February were Financial Services, Corporate & Government
Financial Services
100%
Corporate
64%
Government
30%
Financial Services
100%
Corporate
65%
Government
32%
Aditya Birla Sun Life Short Term Fund Regular Plan Quarterly Reinvst of Inc Dis cum Cap Wdrl Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.99% |
Benchmark | Nifty Short Duration Debt TR INR |
| AUM | ₹9386 Cr |
| Inception Date | 18 February, 2010 |
| Min Lumpsum/SIP | ₹1,000/₹1,000 |
| Exit Load | 0% |
| Lock In | No Lock-in |
TurnOver | 79.14% |
| Risk |   Low to Moderate Risk |
About Aditya Birla Sun Life Short Term Fund Regular Plan Quarterly Reinvst of Inc Dis cum Cap Wdrl
Aditya Birla Sun Life Short Term Fund Regular Plan Quarterly Reinvst of Inc Dis cum Cap Wdrl is a debt fund. This fund was started on 18 February, 2010. The fund is managed by Kaustubh Gupta, Mohit Sharma. This fund is suitable to keep your money safe.
Key Parameters
- Aditya Birla Sun Life Short Term Fund Regular Plan Quarterly Reinvst of Inc Dis cum Cap Wdrl has ₹9386 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 1.
Returns
Aditya Birla Sun Life Short Term Fund Regular Plan Quarterly Reinvst of Inc Dis cum Cap Wdrl has given a CAGR return of 6.72% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 6.95%, 7.18% and 6.19% respectively.
Holdings
Aditya Birla Sun Life Short Term Fund Regular Plan Quarterly Reinvst of Inc Dis cum Cap Wdrl has allocated its funds majorly in Financial Services, Corporate, Government, Cash Equivalent. Its top holdings are Bharti Telecom Limited, Rec Limited, Indian Railway Finance Corporation Limited, National Bank For Agriculture And Rural Development, Tata Capital Housing Finance Limited
Taxation
As it is a short 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 Short Term Fund Regular Plan Quarterly Reinvst of Inc Dis cum Cap Wdrl
The investment objective of the Scheme is to generate income and capital appreciation by investing 100% of the corpus in a diversified portfolio of debt and money market securities.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 1000.00 and for SIP is INR 1000.00. Aditya Birla Sun Life Short Term Fund Regular Plan Quarterly Reinvst of Inc Dis cum Cap Wdrl has no lock in period.
Fund Manager
Kaustubh Gupta
Fund Manager of Aditya Birla Sun Life Short Term Fund Regular Plan Quarterly Reinvst of Inc Dis cum Cap Wdrl, since 11 September 2014
Mohit Sharma
Fund Manager of Aditya Birla Sun Life Short Term Fund Regular Plan Quarterly Reinvst of Inc Dis cum Cap Wdrl, since 6 August 2020
- AUM of the fund stands at 9.4K Cr as of Feb'26
- AUM decreased by 1K Cr between Feb'26 and Jan'26
Frequently Asked Questions for Aditya Birla Sun Life Short Term Fund Regular Plan Quarterly Reinvst of Inc Dis cum Cap Wdrl
How do I invest in Aditya Birla Sun Life Short Term Fund Regular Plan Quarterly Reinvst of Inc Dis cum Cap Wdrl?
- Download the INDmoney app.
- Search for ‘Aditya Birla Sun Life Short Term Fund Regular Plan Quarterly Reinvst of Inc Dis cum Cap Wdrl’.
- 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.