Aditya Birla Sun Life Corporate Bond Fund - Growth - Direct Plan
(Erstwhile Aditya Birla Sun Life Short Term Fund - Growth - Direct Plan)
Fund House: Aditya Birla Sun Life Mutual Fund| Category: Debt: Corporate Bond |
| Launch Date: 01-01-2013 |
| Asset Class: Fixed Income |
| Benchmark: Nifty Corporate Bond Index A-II |
| TER: 0.33% As on (30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 24,570.26 Cr As on 31-03-2025(Source:AMFI) |
| Turn over: - | Exit Load: Nil |
114.0216
-0.03 (-0.0227%)
8.31%
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
0 Years 0 Months
0 Years 0 Months
1 Years 9 Months
10 Years 10 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme aims to generate current income and capital appreciation from a portfolio that invests 100% in debt and money market securities.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 1.14 |
| Sharpe Ratio | 0.37 |
| Alpha | 0.45 |
| Beta | 0.55 |
| Yield to Maturity | 7.03 |
| Average Maturity | 5.2 |
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 - Direct Plan | 01-01-2013 | 9.87 | 8.64 | 8.14 | 7.22 | 8.01 |
| Franklin India Corporate Debt Fund - Growth | 23-06-1997 | 9.81 | 8.06 | 7.33 | 6.61 | 7.34 |
| BARODA BNP PARIBAS CORPORATE BOND FUND - Regular Plan - GROWTH OPTION | 08-11-2008 | 9.78 | 8.05 | 7.6 | 6.01 | 6.09 |
| Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan | 03-03-1997 | 9.67 | 8.44 | 7.95 | 7.04 | 7.85 |
| Nippon India Corporate Bond Fund - Growth Plan - Growth Option | 14-09-2000 | 9.67 | 8.3 | 7.91 | 7.04 | 7.4 |
| Axis Corporate Bond Fund - Regular Plan Growth | 01-07-2017 | 9.41 | 7.98 | 7.47 | 6.85 | - |
| HDFC Corporate Bond Fund - Growth Option | 01-06-2010 | 9.4 | 8.28 | 7.83 | 6.83 | 7.76 |
| Invesco India Corporate Bond Fund - Growth | 02-08-2007 | 9.4 | 8.0 | 7.35 | 6.37 | 6.89 |
| Tata Corporate Bond Fund-Regular Plan-Growth | 29-11-2021 | 9.39 | 8.02 | 7.42 | - | - |
| Kotak Corporate Bond Fund- Regular Plan-Growth Option | 21-09-2007 | 9.39 | 8.12 | 7.56 | 6.62 | 7.43 |
Scheme Characteristics
Minimum investment in corporate bonds - 80% of total assets (only in highest rated instruments).
Riskometer
PORTFOLIO
Market Cap Distribution
Others
100.2%
