Short Duration · Debt
Aditya Birla Sun Life Short Term Fund - Direct Plan - GROWTH
SignalIQ View
Descriptive research · not a buy/sell recommendation
Sharpe (3Y)
1.42
Return per unit of risk · rf 6.5%
Sortino (3Y)
1.81
Downside-only Sharpe
Max Drawdown
-2.8%
Peak-to-trough · full history
Vol (3Y)
1.0%
Annualised σ of daily returns
Positive Days
76%
Smoothness proxy
This fund has delivered solid risk-adjusted returns over the last 3 years (Sharpe 1.42). Its worst peak-to-trough drop over the full history was 2.7% (small drawdowns) between 2020-03-06 and 2020-03-26. About 76% of trading days closed up. Profile: consistent compounder · smooth NAV path.
YTD
+3.8%
Calendar YTD
1 Year
+5.9%
Trailing 12 mo
3 Year
+7.6%
CAGR
5 Year
+6.8%
CAGR
10 Year
+7.5%
CAGR
Since Inception
—
CAGR (?y)
📈 NAV History
End-of-day NAV series from AMFI (via MFAPI.in).
🎯 Rolling-Return Consistency
3-Year Rolling Windows
- Sample size
- 2592 windows
- Best window CAGR
- +11.68%
- Median CAGR
- +8.24%
- Avg CAGR
- +8.29%
- Worst window CAGR
- +5.56%
- Positive windows
- 100.0%
5-Year Rolling Windows
- Sample size
- 2110 windows
- Best window CAGR
- +9.95%
- Median CAGR
- +7.86%
- Avg CAGR
- +8.13%
- Worst window CAGR
- +6.65%
- Positive windows
- 100.0%
Every trading day in the history is treated as a potential window end-date; the fund's CAGR over the trailing 3 (or 5) years ending that day is computed, and the full distribution is summarised. A narrower band + higher "positive windows" percentage means more predictable outcomes — reduces the timing luck a single point-in-time CAGR can hide.
🏁 Peer Comparison · Top in Short Duration
| Scheme | 1Y | 3Y CAGR | 5Y CAGR | Latest NAV |
|---|---|---|---|---|
|
Franklin India Short Term Income Plan - Direct - Growth
Franklin Templeton Mutual Fund
|
+0.0% | +42.9% | +28.2% | — |
|
ICICI Prudential Short Term Fund
ICICI Prudential Mutual Fund
|
+6.2% | +7.8% | +7.1% | — |
|
Aditya Birla Sun Life Short Term Fund (this fund)
Aditya Birla Sun Life Mutual Fund
|
+5.9% | +7.6% | +6.8% | — |
|
Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund)
Sundaram Mutual Fund
|
+5.6% | +7.4% | — | — |
|
DSP Short Term Fund
DSP Mutual Fund
|
+5.3% | +7.2% | +6.2% | — |
|
PGIM India Short Duration Fund
PGIM India Mutual Fund
|
+0.0% | +0.0% | +1.9% | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future results. This page publishes descriptive rank-and-return analysis only — not personalised advice on which fund to buy. Trailing returns and rolling-window statistics are computed from AMFI's official daily NAV series. Research by Equity Alfa Analytics, SEBI Registered Research Analyst · INH000024985 · BSE RAASB Enlistment 6942.