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DebtLow Duration FundDirect · Growth

Aditya Birla Sun Life Low duration Fund - Growth - Direct Plan

Aditya Birla Sun Life · Scheme 119523

779.70 0.02%NAV · 2026-08-05
74
Strong FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
7.5%
Risk (SEBI)
Min SIP
Benchmark

NAV Growth

Loading NAV history…

Historical returns

PeriodReturn
1 Month+0.38%
3 Months+1.85%
6 Months+3.33%
1 Year+6.22%
3 Years (CAGR)+7.46%
5 Years (CAGR)+6.76%
10 Years (CAGR)+7.31%
Since Launch+7.90%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns32
Consistency92
Risk-adjusted86
Downside protection100
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Beat category: beat category in 70% of windows
  • Sharpe ratio: 1.85
  • Volatility: 1% annualised
  • Max drawdown: -2%

What to watch

  • 3Y CAGR: +7.5%
  • 5Y CAGR: +6.8%

Risk metrics

Sharpe ratio
1.85
Sortino ratio
1.43
Volatility
0.78%
Max drawdown
-1.71%
Downside capture

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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