HealthyPlan n/a · Growth
Aditya Birla Sun Life Ultra Short Term Fund-Retail
Aditya Birla Sun Life Mutual FundIncome/Debt Oriented Schemes - Ultra Short Term Fund24.8 years
- NAV
- 563.0016
- 19 Jun 2026
- 1Y
- +6.2%
- Trailing CAGR
- AUM
- ₹11.7 Cr
- 30 Sept 2025
- Volatility
- n/a
- History still thin
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+6.2%
- 3Y+7.2%
- 5Y+6.4%
- 10Y+6.9%
- SI+20.5%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+6.2%
- 3Y+7.0%
- 5Y+6.9%
- 10Y+6.7%
- Since inception
- +20.5%
- Calendar-day CAGR
- Excess 1Y
- n/a
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- Worst rolling 3Y
- +5.0%
- 4155 daily-ending windows
- Median rolling 3Y
- +7.8%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 3671 daily-ending windows
- SIP 3Y XIRR
- +7.0%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 3 days
- 149 recovered episodes
- Longest recovery
- 26 days
- Trough to prior peak
- Current spell
- 0 days
- Days below latest peak
- Time below peak
- +8%
- NAV observations
5 Mar 2020 – 27 Mar 2020
Trough 24 Mar 2020 · recovered in 3 days
-1.2%
15 Jul 2013 – 12 Aug 2013
Trough 24 Jul 2013 · recovered in 19 days
-0.6%
12 Nov 2006 – 8 Dec 2006
Trough 13 Nov 2006 · recovered in 25 days
-0.5%
7 Feb 2017 – 27 Feb 2017
Trough 9 Feb 2017 · recovered in 18 days
-0.4%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
41
Vs category
n/a
Consistency
n/a
Risk-adjusted
n/a
Drawdown
97
Mean
n/a
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 19 Jun 2026
Healthy
Engine status
Healthy
Doing its job
Why this status
- No material deterioration, cost shock, or persistent category underperformance in the current evidence set.
Supporting reads
- Peak-to-trough drawdown has stayed shallower than 15%.
Risk metrics are withheld because the NAV history contains an implausible daily move above 50%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Aditya Birla Sun Life Ultra Short Term Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +6.7%
- 3Y
- +7.5%
- Vol
- 0.6%
- Max DD
- -1.2%
- Sharpe
- 3.79
- 3Y win
- +100%
- Shallower drawdown
- Higher trailing returns
Axis Ultra Short Term Fund
Axis Mutual Fund
- 1Y
- +6.9%
- 3Y
- +7.5%
- Vol
- 0.5%
- Max DD
- -0.8%
- Sharpe
- 2.94
- 3Y win
- +100%
- Shallower drawdown
- Higher trailing returns
Baroda BNP Paribas Ultra Short Term Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +6.7%
- 3Y
- +7.3%
- Vol
- 0.5%
- Max DD
- -1.0%
- Sharpe
- 2.48
- 3Y win
- +54%
- Shallower drawdown
- Higher trailing returns
DSP Ultra Short Term Fund
DSP Mutual Fund
- 1Y
- +6.8%
- 3Y
- +7.4%
- Vol
- 0.6%
- Max DD
- -1.1%
- Sharpe
- 3.22
- 3Y win
- +26%
- Shallower drawdown
- Higher trailing returns
Mahindra Manulife Ultra Short Term Fund
Mahindra Manulife Mutual Fund
- 1Y
- +6.7%
- 3Y
- +7.3%
- Vol
- 0.5%
- Max DD
- -0.5%
- Sharpe
- 2.28
- 3Y win
- +84%
- Shallower drawdown
- Higher trailing returns