Aditya Birla Sun Life Credit Risk Fund - Direct Plan - Bonus
(Erstwhile Aditya Birla Sun Life Corporate Bond Fund - Direct Plan - Bonus)
Fund House: Aditya Birla Sun Life Mutual Fund| Category: Debt: Credit Risk |
| Launch Date: 13-04-2015 |
| Asset Class: Fixed Income |
| Benchmark: CRISIL Credit Risk Debt B-II Index |
| TER: 1.57% As on (30-06-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,532.33 Cr As on 31-07-2026(Source:AMFI) |
| Turn over: - | Exit Load: 1% on or before 1Y, Nil after 1Y |
28.0526
-0.01 (-0.0456%)
9.51%
Benchmark: 7.06%
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
8 Years 9 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
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 returns by predominantly investing in a portfolio of corporate debt securities with short to medium term maturities across the credit spectrum within the investment grade. The Scheme does not guarantee/indicate any returns. There can be no assurance that the Schemes' objectives will be achieved.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | 7.98 |
| Average Maturity | 2.76 |
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 Credit Risk Fund - Direct Plan - Bonus | 13-04-2015 | 12.94 | 15.15 | 13.2 | 10.92 | 9.38 |
| Bank Of India Credit Risk Fund - Regular Plan | 27-02-2015 | 17.11 | 11.39 | 9.63 | 27.3 | 2.23 |
| Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth | 05-04-2015 | 11.99 | 14.17 | 12.22 | 9.96 | 8.39 |
| DSP Credit Risk Fund - Regular Plan -Growth | 05-05-2003 | 10.32 | 16.01 | 15.91 | 12.39 | 7.97 |
| ICICI Prudential Credit Risk Fund - Growth | 05-12-2010 | 8.07 | 8.48 | 8.47 | 7.36 | 7.73 |
| SBI Credit Risk Fund - Regular Plan - Growth | 01-07-2004 | 7.88 | 8.05 | 7.98 | 7.09 | 7.15 |
| Axis Credit Risk Fund - Regular Plan - Growth | 15-07-2014 | 7.85 | 8.3 | 8.1 | 6.86 | 6.7 |
| Invesco India Credit Risk Fund - Regular Plan - Growth | 04-09-2014 | 7.18 | 8.3 | 8.46 | 7.19 | 5.55 |
| HDFC Credit Risk Debt Fund - Growth Option | 05-03-2014 | 7.08 | 7.61 | 7.68 | 6.57 | 7.3 |
| Nippon India Credit Risk Fund - Growth Plan | 01-06-2005 | 7.04 | 8.27 | 8.13 | 7.12 | 5.84 |
Scheme Characteristics
Minimum investment in corporate bonds - 65% of total assets (investment in below highest rated instruments).
Riskometer
PORTFOLIO
Market Cap Distribution
Others
100.0%
