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Aditya Birla Sun Life Liquid Fund · Regular · Growth

Aditya Birla Sun Life Mutual Fund

#7 of 47 (1Y)

NAV

₹449.7193

as of 02 Aug 2026

Expense Ratio

0.35%

AUM

₹60,607 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+6.34%
3Y
+6.89%
5Y
+6.20%
Since Inception
+7.12%

SIP returns (XIRR)

1Y
+6.59%
3Y
+6.72%
5Y
+6.68%
Since Inception
+6.80%

Returns calculated from 07 October 2011 onwards due to a structural change in the scheme on that date. Earlier NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.

What history actually did — last 10 years (Aug 2016 – Aug 2026)

A ₹5,000 monthly SIP for the last 10 years (Aug 2016 – Aug 2026)

Real NAV backtest

A ₹5,000 monthly SIP would be worth ₹8,08,317 today ₹5,95,000 invested, 6.0% XIRR.

₹5,95,000

Invested

₹8,08,317

Value today

6.0%

XIRR (p.a.)

Try the SIP calculator with this fund

A ₹1,00,000 lumpsum, the last 10 years (Aug 2016 – Aug 2026)

Real NAV backtest

₹1,00,000 invested 10 years ago would be ₹1,80,331 today (6.1% CAGR).

A regular withdrawal plan (SWP)

Real NAV backtest

A ₹10,00,000 corpus withdrawing ₹5,000/month since Aug 2016 would still hold ₹9,94,992.

Buying the worst day

Real NAV backtest

₹1,00,000 invested on the worst market day of the last 10 years (Aug 2016 – Aug 2026) (22 Mar 2020) would be ₹1,42,024 today (1.42×).

Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.

Risk Metrics

Trailing 1 year, annualised

-11.78

Sharpe Ratio

Alpha

Beta

-11.43

Sortino

0.16%

Std Dev

-0.01%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseAditya Birla Sun Life Mutual Fund
CategoryLiquid
Launch Date16 Jul 1997
AMFI Code100047
Transaction facts
Min. Lumpsum₹100
Min. SIP₹30
Exit LoadExit load W.E.F 20th October 2019 - Investor exit upon subscription -( Day 1-0.0070%) (Day 2-0.0065%) (Day 3-0.0060%) (Day 4-0.0055%) (Day 5-0.0050%) (Day 6-0.0045%) (Day 7 onwardsNil)

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 30 Jun 2026
Holding% NAV

Investment Objective

Aditya Birla Sun Life Liquid Fund · Regular · Growth invests in money market instruments and debt securities with maturity up to 91 days. Liquid funds offer high liquidity, capital safety, and are commonly used for parking surplus cash or as emergency fund vehicles.

About This Fund

Aditya Birla Sun Life Liquid Fund · Regular · Growth is a Liquid mutual fund offered by Aditya Birla Sun Life Mutual Fund. The fund has been operational for over 29 years. It manages assets worth ₹60,607 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 0.35%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • Investors looking to park surplus cash for very short periods
  • SIP investors who can benefit from rupee cost averaging during market fluctuations
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