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Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan

(Erstwhile Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan)

Category: Debt: Corporate Bond
Launch Date: 03-03-1997
Asset Class: Fixed Interest
Benchmark: S&P BSE India Bond Index
Expense Ratio: 0.39% As on (31-07-2019)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 15,967.81 Cr As on (31-07-2019)
Turn over: -
NAV as on 18-09-2019

75.0772

0.09 (0.1264%)

CAGR Since Inception

9.35%

S&P BSE India Bond Index 9.53%

PERFORMANCE of Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan

Scheme Performance (%)

Data as on - 18-09-2019

Yearly Performance (%)

Fund Managers

Mr. Maneesh Dangi, Mr. Kaustubh Gupta

Mr. Dangi is an MBA and FRM. Prior to joining Birla Sun Life Asset Management Company he has worked with Pioneer Investcorp.

Investment Objective

The scheme aims to generate current income and capital appreciation from a portfolio that invests 100% in debt and money market securities.

RETURNS CALCULATOR for Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan 1.31 4.64 -0.72 1.18 7.09 2.48
Debt: Corporate Bond - - - - - -

PEER COMPARISION of Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan

Period
Data as on - 18-09-2019
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan 03-03-1997 10.88 7.69 7.91 8.75 8.45
L&T Triple Ace Bond Fund-Regular Plan-Growth 31-03-1997 15.04 8.07 6.83 8.04 7.36
Sundaram Corporate Bond Fund Regular - Growth 30-12-2004 12.82 6.63 7.18 9.14 7.32
DSP Corporate Bond Fund - Regular - Growth 05-09-2018 12.7 0.0 0.0 0.0 0.0
HDFC Corporate Bond Fund - Growth Option 29-06-2010 11.75 7.76 8.03 8.83 0.0
Invesco India Corporate Bond Fund - Growth 02-08-2007 11.75 5.13 5.85 7.57 7.43
UTI Corporate Bond Fund - Regular Plan - Growth Option 08-08-2018 11.29 0.0 0.0 0.0 0.0
Canara Robeco Corporate Bond Fund - Regular Plan - Growth 01-02-2014 10.53 6.57 6.85 7.84 0.0
Franklin India Corporate Debt Fund - Growth 23-06-1997 10.37 7.55 8.22 8.75 8.8
ICICI Prudential Corporate Bond Fund Retail Growth 12-06-2009 10.19 7.39 7.61 8.35 7.98

PORTFOLIO ANALYSIS of Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan

Asset Allocation (%)

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