Aditya Birla Sun Life Ultra Short to Short Term Fund - Direct Plan has delivered 39.84% absolute return over the last 5 years.
The average return for Low Duration funds is 34.43% .
This fund ranks #2 in its category based on 5-year returns.
The largest portfolio holding is 730% BHARTI TELECOM LTD 01 12 2027 with a portfolio weight of 7.95% .
The fund currently owns more than 84 stocks.
The top 10 holdings account for 35.78% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 10.91% | 4.01% |
| 2 Year Return | 23.97% | 9.87% |
| 3 Year Return | 36.26% | 17.11% |
| 4 Year Return | 46.04% | 25.13% |
| 5 Year Return | 67.30% | 34.43% |
| 6 Year Return | 86.69% | 44.19% |
| 7 Year Return | 112.94% | 55.54% |
| Expense Ratio | 0.36% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
7.95%
|
||
| 2 |
3.97%
|
||
| 3 |
3.54%
|
||
| 4 |
3.41%
|
||
| 5 |
3.28%
|
||
| 6 |
2.95%
|
||
| 7 |
2.75%
|
||
| 8 |
2.71%
|
||
| 9 | Others - Not Mentioned |
2.67%
|
|
| 10 |
2.55%
|
||
| 11 |
2.51%
|
||
| 12 |
2.47%
|
AMC: BirlaSunLife
Category: Debt • Low Duration
Launch Date: 01 Jan 2013
Fund Manager: Mr. Kaustubh Gupta
Minimum Purchase: ₹100
Exit Load:
Lock-in: 1
Risk: Low Risk
Aditya Birla Sun Life Ultra Short to Short Term Fund - Direct Plan is managed by BirlaSunLife and belongs to the Debt category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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