Mutual Funds

Aditya Birla Sun Life Long Duration Fund-Direct Growth

Aditya Birla Sun Life Mutual FundLong DurationLow Risk
₹13.47+0.02 (+0.11%)

NAV as on 2026-07-15 · Debt · Long Duration

AUM

₹108 Cr

1Y Return

+2.6%

3Y CAGR

+7.0%

5Y CAGR

-

Expense

0.37%

Risk

Low

Aditya Birla Sun Life Long Duration Fund-Direct Growth
₹13.47+0.11%

1Y Return

+2.6%

3Y CAGR

+7.0%

5Y CAGR

-

Since Inception

+7.8%

AI Fund Analysis

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NAV History

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52-Week NAV Range

₹12.81
₹13.55

89% from 52W low

Fund Information

Long DurationDebtSince 10-08-2022

Fund House

Aditya Birla Sun Life Mutual Fund

Category

Debt - Long Duration

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Cash1.8%
Other0.4%

Market Cap Split

Top Holdings

30 stocks
Weight1M Change
1

7.49% Rajasthan Sgs 2035

40.05%0.0%
2

6.9% Govt Stock 2065

33.15%-10.0%
3

7.46% Govt Stock 2073

23.90%0.0%
4

Indian Railway Finance Corporation Limited

20.96%0.0%
5

7.25% Govt Stock 2063

17.79%0.0%
6

National Highways Authority Of India

15.59%0.0%
7

6.98% Maharashtra Sgs 2037

15.38%0.0%
8

7.34% Govt Stock 2064

7.81%0.0%
9

7.54% Govt Stock 2036

4.20%+100.0%
10

Net Receivables

3.92%0.0%

Risk Metrics (3Y)

Sharpe Ratio

0.20

Cat avg: 0.08

Sortino Ratio

0.29

Cat avg: 0.17

Beta

1.71

Cat avg: 1.79

Std Deviation

4.07%

Cat avg: 4.51%

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
Aditya BSL Long Duration Dir Gr1080.37+2.6%+7.0%-
Nippon India Nvsh Lkshya Lg Dur Dir Gr6,5660.28+2.4%+6.6%+6.5%
HDFC Long Duration Debt Dir Gr3,1190.28+1.9%+6.7%-
SBI Long Duration Dir Gr1,4900.30+2.2%+6.7%-
ICICI Pru Long Term Bond Dir Gr8600.37+2.3%+6.9%+5.9%
Axis Long Duration Dir Gr2170.33+1.9%+6.5%-
Kotak Long Duration Dir Gr680.31+1.5%--
UTI Long Duration Dir Gr670.78+1.3%+6.0%-
Bandhan Long Duration Dir Gr550.24+3.0%--
Franklin India Long Duration Dir Gr260.30+3.8%--

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹108 Cr
Expense Ratio0.37%
Volatility (3Y)4.1%
Sharpe Ratio0.20
Sortino Ratio0.29
Beta1.71
Min SIP₹500
Min Lumpsum₹5,000
Holdings30

Risk-o-Meter

Low

Moderate

High

Very High

Rated as Low risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.