Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan
(Erstwhile Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan)
Fund House: Aditya Birla Sun Life Mutual Fund| Category: Debt: Corporate Bond |
| Launch Date: 03-03-1997 |
| Asset Class: Fixed Income |
| Benchmark: Nifty Corporate Bond Index A-II |
| TER: 0.51% As on (30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 28,476.85 Cr As on 30-05-2025(Source:AMFI) |
| Turn over: - | Exit Load: Nil |
112.9852
-0.1 (-0.085%)
8.95%
Benchmark: 7.37%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY COMPOSITE G-SEC INDEX
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
5 Years 7 Months
15 Years 3 Months
17 Years 8 Months
26 Years 11 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The investment objective of the scheme is to generate optimal returns with high liquidity through active management of the portfolio by investing in High Quality Debt and Money Market Instruments
Current Asset Allocation (%)
Indicators
| Standard Deviation | 1.14 |
| Sharpe Ratio | 0.23 |
| Alpha | 0.28 |
| Beta | 0.55 |
| Yield to Maturity | 6.84 |
| Average Maturity | 6.14 |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan | 03-03-1997 | 9.44 | 8.43 | 8.11 | 6.88 | 7.86 |
| Franklin India Corporate Debt Fund - Growth | 23-06-1997 | 10.28 | 8.31 | 7.63 | 6.59 | 7.41 |
| BARODA BNP PARIBAS CORPORATE BOND FUND - Regular Plan - GROWTH OPTION | 08-11-2008 | 10.11 | 8.23 | 7.89 | 5.88 | 6.15 |
| Nippon India Corporate Bond Fund - Growth Plan - Growth Option | 14-09-2000 | 9.89 | 8.43 | 8.15 | 7.05 | 7.41 |
| Axis Corporate Bond Fund - Regular Plan Growth | 01-07-2017 | 9.68 | 8.22 | 7.77 | 6.72 | - |
| Union Corporate Bond Fund - Regular Plan - Growth Option | 07-05-2018 | 9.66 | 8.06 | 7.39 | 6.06 | - |
| Kotak Corporate Bond Fund- Regular Plan-Growth Option | 21-09-2007 | 9.62 | 8.31 | 7.82 | 6.55 | 7.48 |
| SBI Corporate Bond Fund - Regular Plan - Growth | 05-01-2019 | 9.49 | 8.02 | 7.52 | 6.09 | - |
| Invesco India Corporate Bond Fund - Growth | 02-08-2007 | 9.48 | 8.13 | 7.59 | 6.2 | 7.05 |
| HSBC Corporate Bond Fund - Regular Growth | 01-01-2013 | 9.47 | 7.8 | 8.06 | 6.02 | 7.37 |
Scheme Characteristics
Minimum investment in corporate bonds - 80% of total assets (only in highest rated instruments).
Riskometer
PORTFOLIO
Market Cap Distribution
Others
100.24%
