MonitorPlan n/a · IDCWWatch before adding
Aditya Birla Sun Life Ultra Short Term Fund-Weekly - retail
Aditya Birla Sun Life Mutual FundIncome/Debt Oriented Schemes - Ultra Short Term Fund24.9 years
- NAV
- 100.8724
- 19 Jun 2026
- 1Y
- +0.2%
- Trailing CAGR
- AUM
- ₹1.55 Cr
- 30 Jun 2026
- Volatility
- n/a
- History still thin
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 19 Jun 2026
Stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
In three lines
Fits if · Peak-to-trough drawdown has stayed shallower than 15%.
Watch if · Risk metrics are withheld because the NAV history contains an implausible daily move above 50%.
Prefer peers if · Prefer Aditya Birla Sun Life Ultra Short Term Fund if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
24.9 years of path to read.
Engine status
Watch
Recent evidence is mixed. Compare peers before increasing exposure.
Expense ratio
n/a
TER not on file yet.
Drawdown vs peers
Pass
Peak-to-trough -2.2%. Ask whether you can hold through a similar fall.
Vs category
n/a
Category relative read still thin.
Manager tenure
n/a
Manager not listed.
Exit load
n/a
No exit-load summary on file.
Tax / payout
Watch
IDCW pays out and usually slows compounding. Growth is the default for multi-year wealth jobs.
Portfolio concentration
n/a
Holdings weights not on file for this scheme yet.
Browse category
Same-category peers are preloaded into compare when available.
Before you buy or SIP
Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.
SIP discipline
Monitor is recent mixed evidence - keep the SIP unless the buying brief says prefer peers, then swap with intent.
IDCW vs Growth
IDCW pays out and usually slows compounding. For multi-year wealth jobs, Growth is the default FA stance.
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+0.2%
- 3Y+0.2%
- 5Y+0.0%
- 10Y+0.0%
- SI+12.9%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+0.3%
- 3Y+0.2%
- 5Y+0.1%
- 10Y+0.1%
- Since inception
- +12.9%
- 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
- SIP 3Y XIRR
- +0.2%
- Simulated monthly SIP
- Worst rolling 3Y
- -0.4%
- 3875 daily-ending windows
- Median rolling 3Y
- +0.0%
- Calendar-day CAGR
- Positive rolling 5Y
- +79%
- 3391 daily-ending windows
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -2.2%
- Worst peak-to-trough
- Current
- -0.6%
- Below last peak
- Current spell
- 3493 days
- Days below latest peak
- Time below peak
- +99%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 38 days
- 35 recovered episodes
- Longest recovery
- 598 days
- Trough to prior peak
25 Nov 2016 – open
Trough 24 Mar 2020 · not recovered
-2.2%
17 May 2013 – 6 Sept 2013
Trough 24 Jul 2013 · recovered in 44 days
-1.0%
6 Jun 2014 – 4 Apr 2016
Trough 25 Feb 2016 · recovered in 39 days
-0.5%
6 Sept 2013 – 6 Jun 2014
Trough 30 Sept 2013 · recovered in 249 days
-0.4%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
17
Vs category
n/a
Consistency
n/a
Risk-adjusted
n/a
Drawdown
94
Mean
n/a
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Monitor
Buying stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
Why this status
- AUM fell by 30% or more versus the prior observation.
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%.
No holdings or recent changes on file for this scheme yet.
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
Aditya Birla Sun Life Ultra Short Term Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +6.4%
- 3Y
- +7.4%
- Vol
- 0.7%
- Max DD
- -1.2%
- Sharpe
- 2.76
- 3Y win
- +100%
- Shallower drawdown
- Higher trailing returns
Aditya Birla Sun Life Ultra Short Term Fund-Retail
Aditya Birla Sun Life Mutual Fund
- 1Y
- +6.2%
- 3Y
- +7.2%
- Vol
- n/a
- Max DD
- -1.2%
- Sharpe
- n/a
- 3Y win
- n/a
- Shallower drawdown
- Higher trailing returns
Axis Ultra Short Term Fund
Axis Mutual Fund
- 1Y
- +6.6%
- 3Y
- +7.4%
- Vol
- 0.5%
- Max DD
- -0.8%
- Sharpe
- 1.63
- 3Y win
- +100%
- Shallower drawdown
- Higher trailing returns
BANDHAN ULTRA SHORT TERM FUND
Bandhan Mutual Fund
- 1Y
- +6.3%
- 3Y
- +7.1%
- Vol
- 0.5%
- Max DD
- -0.9%
- Sharpe
- 0.98
- 3Y win
- +10%
- Shallower drawdown
- Higher trailing returns
BANK OF INDIA ULTRA SHORT TERM FUND
Bank of India Mutual Fund
- 1Y
- +6.3%
- 3Y
- +6.8%
- Vol
- 0.5%
- Max DD
- -0.8%
- Sharpe
- 2.59
- 3Y win
- +39%
- Shallower drawdown
- Higher trailing returns