Aditya Birla Sun Life Short Term Fund
Aditya Birla Sun Life Short Term Fund is a short term fund of Aditya Birla Sun Life AMC Limited with ₹5,968 cr under management. It is ahead of its benchmark (NIFTY Short Duration Debt Index A-II) in 4 of 4 periods. Its direct plan charges 0.36% a year. Kaustubh Gupta has managed it for 12.1 years.
Has Aditya Birla Sun Life Short Term Fund beaten its benchmark?
Ahead of its benchmark, NIFTY Short Duration Debt Index A-II, in 4 of 4 periods in AMFI's figures; +5.03% over the last year against +4.04%.
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty 500 TRI | Ahead |
|---|---|---|---|
| 1 month | −0.15% | −3.60% | — |
| 3 months | +0.55% | −5.03% | — |
| 6 months | +2.48% | −1.83% | — |
| 1 year | +4.91% | −4.06% | +8.97 pts |
| 3 years | +7.54% | +9.27% | −1.73 pts |
| 5 years | +6.78% | +8.00% | −1.22 pts |
| 10 years | +7.39% | +12.69% | −5.30 pts |
| Since start from 2 Jan 2013 | +8.38% | — | — |
Official figures
AMFI performance feed, 13 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | +5.03% | +4.39% | +4.04% | +0.99 | 🔒 |
| 3y | +7.55% | +6.89% | +6.55% | +1.00 | 🔒 |
| 5y | +6.80% | +6.10% | +5.82% | +0.98 | 🔒 |
| 10y | +7.39% | +6.67% | +6.50% | +0.89 | 🔒 |
Value of 100, month-end
Oct 2016 to 14 Oct 2026₹100 put in at the start of Oct 2016 would be ₹204 on 14 Oct 2026, against ₹327 in the Nifty 500 TRI.
What does Aditya Birla Sun Life Short Term Fund cost?
0.36% a year on the direct plan, 0.96% on the regular plan.
Who manages Aditya Birla Sun Life Short Term Fund?
Kaustubh Gupta, since 11 Sep 2014; Mohit Sharma, since 6 Aug 2020.
What does Aditya Birla Sun Life Short Term Fund hold?
85 holdings as of 30 Sep 2026; the ten largest are 39.5% of the fund, the largest 7.35% Bharti Telecom Ltd. (15/10/2027) ** at 6.1%.
Mix
Holdings as of 30 Sep 2026Five largest
% of fundFive largest industries
% of fundHow does Aditya Birla Sun Life Short Term Fund score against its category?
Seven scores against funds of its kind, and the warning signs it trips.
Are the companies inside any good?
The holdings by valuation, forensic risk, business quality and balance sheet, weighted by their share of the fund.
How is Aditya Birla Sun Life Short Term Fund run?
Turnover, what it bought and sold, its cash and its record in new listings, from its monthly holdings files.
Which funds hold much the same?
The index it is nearest and the funds whose holdings overlap most.
Funds that hold much the same
% of holdings in commonHow much is in its sponsor's own group?
Holdings in companies of the fund house's sponsor group, beside the index.
Questions people ask
Who manages Aditya Birla Sun Life Short Term Fund?
Kaustubh Gupta (Comanage) since 11 Sep 2014; Mohit Sharma (Comanage) since 6 Aug 2020.
What is the expense ratio of Aditya Birla Sun Life Short Term Fund?
0.36% a year on the direct plan and 0.96% on the regular plan (expense report, Oct 2026).
How has Aditya Birla Sun Life Short Term Fund done?
Its direct plan returned +7.55% a year over 3 years against +6.55% for its benchmark, NIFTY Short Duration Debt Index A-II, as of 13 Oct 2026.
See Aditya Birla Sun Life Short Term Fund beside your own funds in Valarth
