Overview / Mutual Fund Discovery / Open Ended Schemes ( Debt Scheme - Short Duration Fund ) / AMFI 109213

Aditya Birla Sun Life Short Term Fund-Institutional Growth Plan

Aditya Birla Sun Life Mutual Fund • Open Ended Schemes ( Debt Scheme - Short Duration Fund ) • Regular Plan • Growth

Data last synced: 2026-11-10 09:32 (Latest NAV: 2026-11-09)

Latest NAV (2015-10-19)
₹17.5991
AMFI Code / ISIN
109213 / INF209K01967
Category Peer Standing
#23 of 143 ranked peers in Open Ended Schemes ( Debt Scheme - Short Duration Fund ) by 3Y Sortino
Historical Track
2008-08-20 to 2015-10-19 (1,720 daily observations)
Expense Ratio (TER)
Data unavailable (published only when verified against AMC statutory disclosures)
SEBI Riskometer
Data unavailable

Trailing CAGR, Rolling Returns & Risk Ratios

1Y CAGR
+9.92% p.a.
3Y CAGR
+10.33% p.a.
5Y CAGR
+10.25% p.a.
10Y CAGR
N/A
Since Inception CAGR
+8.20% p.a.
Sortino Ratio (3Y)
3.59
Sharpe Ratio (3Y)
2.45
Calmar Ratio
4.04
Annualized Volatility (3Y)
+1.57%
Maximum Drawdown
-2.56%
1Y / 3Y / 5Y Rolling Mean CAGR
+8.79% / +9.31% / +9.03%

Learn Sortino, Sharpe, Calmar & Drawdown in Knowledge Centre Module 3 • Quantitative Methodology

Monthly Portfolio Holdings & Overlap Check

Verified monthly AMC portfolio disclosure holdings are queried on demand for covered schemes and never fabricated. Learn multi-fund portfolio overlap analysis.

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