Aditya Birla SL Short Term Fund (IDCW) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Aditya Birla SL Short Term Fund (IDCW) (1404) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Aditya Birla SL Short Term Fund (IDCW)
Aditya Birla Sun Life AMC Ltd
To generate regular income by investing primarily in investment grade fixed income securities / money market instruments with short to medium term maturities and across the credit spectrum within the universe of investment grade rating.
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 Short Term Fund (IDCW) - 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
Risk Assessment
Risk-adjusted returns
Cost Efficiency
Fund management costs
Fund Size
Assets under management
Long-term Track Record
Historical performance consistency
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 | 10.46% |
| Indian Railway Finance Corporation Ltd | Finance - Term-Lending Institutions | 10.28% |
| REC Ltd | Finance - Term-Lending Institutions | 8.33% |
| Tata Cap.Hsg. | Debt Others | 6.13% |
| S I D B I | Debt Others | 4.50% |
| GSEC2034 | Govt. Securities | 4.17% |
| Bajaj Finance Ltd | Finance - Large | 4.10% |
| Power Finance Corporation Ltd | Finance - Term-Lending Institutions | 4.06% |
| Power Grid Corporation of India Ltd | Power Generation And Supply | 4.05% |
| Net CA & Others | Debt Others | 3.02% |
Compare against Short Duration Fund category average
Performance Summary
This comparison shows how the fund performs relative to the Short Duration Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Short Duration Fund category
Aditya Birla SL Short Term Fund (IDCW) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Invesco India Short Duration Fund - Direct (G) | ₹4024.90 | 4.71% | 8.59% | 7.67% |
| Invesco India Short Duration Fund (G) | ₹3638.85 | 4.35% | 7.89% | 7.02% |
| Invesco India Short Duration Fund - Plan B (G) | ₹3618.90 | 4.28% | 7.73% | 6.96% |
| Invesco India Short Duration Fund - Direct (Disc) | ₹2839.57 | 4.71% | 8.59% | 7.67% |
| Invesco India Short Duration Fund (Discretionary) | ₹2714.42 | 4.35% | 7.89% | 7.02% |
| Invesco India Short Duration Fund - Direct (IDCW-M) | ₹2648.54 | 4.71% | 8.59% | 7.67% |
| Groww Short Duration Fund - Direct (G) | ₹2443.93 | 4.85% | 8.61% | 7.50% |
| Invesco India Short Duration Fund - Plan B (IDCW-M) | ₹2371.04 | 4.34% | 7.81% | 6.91% |
| Groww Short Duration Fund (G) | ₹2124.59 | 4.48% | 7.59% | 6.37% |
| TRUSTMF Short Duration Fund - Direct (G) | ₹1303.24 | 4.73% | 8.53% | 7.46% |
Category Average Returns
Kaustubh Gupta
A seasoned investment professional with over 23 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.