Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth

(Erstwhile Aditya Birla Sun Life Corporate Bond Fund - Regular Plan - Growth)
Fund House: Aditya Birla Sun Life Mutual Fund
Category: Debt: Credit Risk
Launch Date: 05-04-2015
Asset Class: Fixed Income
Benchmark: NIFTY Credit Risk Bond Index C-III
TER: 1.58% As on (30-04-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 967.84 Cr As on (30-04-2024)
Turn over: - | Exit Load: For units in excess of 15% of the investment

18.8848

7.22%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
S&P BSE India Corporate Bond Index
-
Gold
-
PPF
-
Returns Type:
of  
  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
There is no value for 2x
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 scheme seeks 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.

Current Asset Allocation (%)

Indicators

Standard Deviation 1.81
Sharpe Ratio 0.69
Alpha 3.56
Beta 1.15
Yield to Maturity 8.37
Average Maturity 3.58

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 - Regular Plan - Growth 05-04-2015 6.8 8.07 6.76 6.66 -
DSP Credit Risk Fund - Regular Plan -Growth 05-05-2003 15.24 10.66 9.58 7.36 6.93
Invesco India Credit Risk Fund - Regular Plan - Growth 04-09-2014 8.0 8.56 6.12 5.42 -
ICICI Prudential Credit Risk Fund - Growth 05-12-2010 7.62 7.19 6.47 7.57 7.92
Nippon India Credit Risk Fund - Growth Plan 01-06-2005 7.52 7.36 8.42 4.65 6.16
Kotak Credit Risk Fund - Growth 01-05-2010 7.4 6.27 4.61 5.69 7.01
Baroda BNP Paribas Credit Risk Fund -Regular-Growth Option 23-01-2015 7.38 7.16 8.86 7.22 -
SBI Credit Risk Fund - Regular Plan - Growth 01-07-2004 7.2 7.63 6.37 7.02 7.68
Axis Credit Risk Fund - Regular Plan - Growth 15-07-2014 6.9 6.86 5.76 5.9 -
HDFC Credit Risk Debt Fund - Growth Option 05-03-2014 6.64 6.76 5.76 7.37 7.93

Scheme Characteristics

Minimum investment in corporate bonds - 65% of total assets (investment in below highest rated instruments).

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.03%

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