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 B-II
TER: 0.51% As on (30-04-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 21,330.37 Cr As on (30-04-2024)
Turn over: - | Exit Load: Nil

102.5621

8.93%

PERFORMANCE

Returns Type:
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Start :  
End : 
Period:  
This Scheme
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vs
S&P BSE India Corporate Bond Index
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Gold
-
PPF
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Returns Type:
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  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 1.1
Sharpe Ratio 0.2
Alpha 0.36
Beta 0.54
Yield to Maturity 7.75
Average Maturity 5.8

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 7.36 7.17 5.7 7.28 7.9
ICICI Prudential Corporate Bond Fund - Growth 12-06-2009 7.45 7.35 5.94 7.18 7.63
HDFC Corporate Bond Fund - Growth Option 01-06-2010 7.24 7.12 5.51 7.17 7.82
Nippon India Corporate Bond Fund - Growth Plan - Growth Option 14-09-2000 6.96 7.15 5.88 6.67 7.34
Kotak Corporate Bond Fund- Regular Plan-Growth Option 21-09-2007 6.89 6.69 5.42 6.59 -
UTI Corporate Bond Fund - Regular Plan - Growth Option 05-08-2018 6.72 6.54 5.19 7.08 -
BANDHAN Corporate Bond Fund - Regular Growth 04-01-2016 6.69 6.27 4.82 6.41 -
Invesco India Corporate Bond Fund - Growth 02-08-2007 6.67 6.41 4.92 6.56 6.9
Tata Corporate Bond Fund-Regular Plan-Growth 29-11-2021 6.65 6.57 - - -
Axis Corporate Debt Fund - Regular Plan Growth 01-07-2017 6.64 6.61 5.25 6.19 -

Scheme Characteristics

Minimum investment in corporate bonds - 80% of total assets (only in highest rated instruments).

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

77.25%

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