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: CRISIL Credit Risk Debt B-II Index
TER: 1.67% As on (31-12-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 1,091.72 Cr As on 31-12-2025(Source:AMFI)
Turn over: - | Exit Load: In respect of each purchase / switch-in of Units, upto 15% of the units may be redeemed / switched out without any exit load from the date of allotment. Any redemption in excess of the above limit shall be subject to the following exit load: For redemption / switch-out of units on or before 1 year from the date of allotment - 3.00% of applicable NAV. For redemption / switch-out of units after 1 year but on or before 2 years from the date of allotment - 2.00% of applicable NAV. For redemption / switch-out of units after 2 year but on or before 3 years from the date of allotment - 1.00% of applicable NAV. For redemption / switch-out of units after 3 years - Nil.

24.1251

8.49%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY COMPOSITE G-SEC 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
9 Years 6 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 7.96
Average Maturity 3.23

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 16.6 14.19 11.78 9.78 8.48
HSBC Credit Risk Fund - Regular Growth 01-01-2013 19.77 13.24 10.94 8.53 7.14
DSP Credit Risk Fund - Regular Plan -Growth 05-05-2003 19.7 13.51 14.26 10.95 7.72
BANK OF INDIA Credit Risk Fund - Regular Plan 27-02-2015 11.54 8.76 7.66 27.13 2.02
ICICI Prudential Credit Risk Fund - Growth 05-12-2010 9.1 8.46 8.43 7.33 7.84
Invesco India Credit Risk Fund - Regular Plan - Growth 04-09-2014 8.7 7.88 9.19 6.75 5.69
Kotak Credit Risk Fund - Growth 01-05-2010 8.52 7.58 7.65 5.84 6.71
Nippon India Credit Risk Fund - Growth Plan 01-06-2005 8.45 8.31 8.22 8.4 6.0
Axis Credit Risk Fund - Regular Plan - Growth 15-07-2014 8.21 8.05 7.75 6.74 6.79
Baroda BNP Paribas Credit Risk Fund -Regular-Growth Option 23-01-2015 7.51 7.78 7.73 9.28 7.61

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%

Scheme Documents

There are no scheme documents available

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