Aditya Birla SL Low Duration Fund-Dir (G) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Aditya Birla SL Low Duration Fund-Dir (G) (16766) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Aditya Birla SL Low Duration Fund-Dir (G)
Aditya Birla Sun Life AMC Ltd
To provide income which is consistent with a portfolio through investments in a basket of debt and money market instruments of very short maturities with a view to provide reasonable returns.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Good Returns
Risk
Moderate Risk
Expenses
Low Expense Ratio
Portfolio Mix
Debt Focused
Management
Experienced Team
Quality Score
Average Quality
Aditya Birla SL Low Duration Fund-Dir (G) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
Alpha Generation
Outperformance vs benchmark
Management Stability
Fund manager experience
1-Year Returns
Recent performance momentum
Cost Efficiency
Fund management costs
Risk Assessment
Risk-adjusted returns
Long-term Track Record
Historical performance consistency
Fund Size
Assets under management
Equity Exposure
Market exposure level
Investment Timing Insights
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Your Investment
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Industry | % Assets |
|---|---|---|
| N A B A R D | Debt Others | 9.79% |
| REC Ltd | Finance - Term-Lending Institutions | 8.85% |
| TBILL-91D | T Bills | 8.50% |
| TBILL-182D | T Bills | 4.75% |
| GSEC2025 | Govt. Securities | 4.17% |
| Kotak Mahindra Bank Ltd | Banks - Private Sector | 4.02% |
| Reverse Repo | Debt Others | 3.20% |
| Jubilant Bevco | Debt Others | 2.88% |
| Axis Bank Ltd | Banks - Private Sector | 2.67% |
| E X I M Bank | Debt Others | 2.44% |
Compare against Low Duration Fund category average
Performance Summary
This comparison shows how the fund performs relative to the Low Duration Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Low Duration Fund category
Aditya Birla SL Low Duration Fund-Dir (G) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| UTI-Low Duration Fund (G) | ₹6406.61 | 4.18% | 7.90% | 6.98% |
| UTI-Low Duration Fund (Bonus) | ₹4270.59 | 4.18% | 7.90% | 6.98% |
| Tata Treasury Advantage Fund - Direct (G) | ₹4124.29 | 4.10% | 7.91% | 7.40% |
| Nippon India Low Duration Fund - Direct (G) | ₹4056.29 | 4.29% | 8.27% | 7.64% |
| Invesco India Low Duration Fund-Dir (Disc) | ₹4023.45 | 4.16% | 7.94% | 7.38% |
| Invesco India Low Duration Fund-Dir (G) | ₹4021.64 | 4.16% | 7.94% | 7.38% |
| Tata Treasury Advantage Fund (G) | ₹4006.51 | 3.92% | 7.56% | 7.03% |
| Invesco India Low Duration Fund(Disc) | ₹3948.89 | 4.02% | 7.65% | 7.11% |
| Invesco India Low Duration Fund(G) | ₹3858.40 | 4.02% | 7.65% | 7.11% |
| Nippon India Low Duration Fund (G) | ₹3818.81 | 3.99% | 7.66% | 7.01% |
Category Average Returns
Mohit Sharma
A seasoned investment professional with over 13 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.