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 (31-01-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 25,495.12 Cr As on 31-01-2025(Source:AMFI) |
| Turn over: - | Exit Load: Nil |
109.1246
0.03 (0.0242%)
8.92%
Benchmark: 7.35%
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 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 | 0.23 |
| Alpha | 0.28 |
| Beta | 0.55 |
| Yield to Maturity | 7.48 |
| Average Maturity | 5.72 |
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 | 8.33 | 8.05 | 6.77 | 6.97 | 7.75 |
| HDFC Corporate Bond Fund - Growth Option | 01-06-2010 | 8.32 | 8.05 | 6.51 | 6.69 | 7.67 |
| Nippon India Corporate Bond Fund - Growth Plan - Growth Option | 14-09-2000 | 8.21 | 7.96 | 6.73 | 6.63 | 7.31 |
| Kotak Corporate Bond Fund- Regular Plan-Growth Option | 21-09-2007 | 8.14 | 7.79 | 6.41 | 6.31 | 7.31 |
| BARODA BNP PARIBAS CORPORATE BOND FUND - Regular Plan - GROWTH OPTION | 08-11-2008 | 8.01 | 7.81 | 5.77 | 5.55 | 5.89 |
| ICICI Prudential Corporate Bond Fund - Growth | 12-06-2009 | 8.01 | 7.89 | 6.91 | 6.76 | 7.55 |
| Tata Corporate Bond Fund-Regular Plan-Growth | 29-11-2021 | 7.99 | 7.64 | 5.94 | - | - |
| Invesco India Corporate Bond Fund - Growth | 02-08-2007 | 7.94 | 7.56 | 5.99 | 6.01 | 6.46 |
| Axis Corporate Bond Fund - Regular Plan Growth | 01-07-2017 | 7.92 | 7.59 | 6.31 | 6.49 | - |
| SBI Corporate Bond Fund - Regular Plan - Growth | 05-01-2019 | 7.91 | 7.48 | 6.07 | 6.0 | - |
Scheme Characteristics
Minimum investment in corporate bonds - 80% of total assets (only in highest rated instruments).
Riskometer
PORTFOLIO
Market Cap Distribution
Others
100.51%
