Aditya Birla Sun Life Credit Risk Fund Direct Bonus+0.08%

11.99%
1 Year Return
Debt
Corporate Bond
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Credit Risk Fund Direct Bonus

RiskModerately Low
Min SIP AmountNot Supported
Expense Ratio1.11%
NAV15.49 (23 Oct 2020)
Fund Started17 Apr 2015
Fund Size1,742 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Aditya Birla Sun Life Credit Risk Fund Direct Bonus
12.0%
9.3%
9.1%
9.3%
Category Average
10.1%
7.5%
7.7%
-
Rank within category
3
2
2
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 12.0% annual returns

    Comparison

    Data not available
    Pros
    1. Lower expense ratio - 0.3%
    2. Exit load is zero
    Cons
    1. Asset under management(AUM) is more than 20000 Crs. Returns tend to go low once AUM exceeds a certain amount

    Top Holdings

    NameSectorInstrument% Assets
    GOISovereignCGL2.7%
    Larsen & Toubro Ltd.ConstructionNCD2.6%
    Reliance Industries Ltd.EnergyNCD2.6%
    National Bank For Agriculture & Rural DevelopmentFinancialDebenture2.4%
    Power Finance Corpn. Ltd.FinancialDebenture2.0%
    REC Ltd.FinancialNCD2.0%
    Housing Development Finance Corpn. Ltd.FinancialNCD2.0%
    Reliance Industries Ltd.EnergyNCD2.0%
    GOISovereignCGL1.9%
    Reliance Industries Ltd.EnergyDebenture1.8%
    See All

    Fund Managers

    addManeesh Dangi
    Education
    Mr. Dangi is an MBA and FRM.
    Experience
    Prior to joining Birla Sun Life Asset Management Company he has worked with Pioneer Investcorp.
    Funds Managed
    addKaustubh Gupta
    Education
    Mr. Gupta is a B.Com and a Chartered Accountant.
    Experience
    Prior to joining Birla Sun Life AMC he has worked with ICICI Bank.
    Funds Managed

    Aditya Birla Sun Life Credit Risk Fund Direct Bonus Details

    Aditya Birla Sun Life Credit Risk Fund Direct Bonus is a Debt Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 17 Apr 2015. Maneesh Dangi, Sunaina da Cunha is the Current Fund Manager of Aditya Birla Sun Life Credit Risk Fund Direct Bonus fund.The fund currently has an Asset Under Management(AUM) of ₹1,742 Cr and the Latest NAV as of 23 Oct 2020 is ₹15.49.

    The Aditya Birla Sun Life Credit Risk Fund Direct Bonus is rated Moderately Low risk. Minimum SIP Investment is set to 1000. For units in excess of 15% of the investment, exit load of 3% if redeemed within 1 year, 2% if redeemed after 1 year but within 2 years, 1% if redeemed after 2 years but within 3 years.

    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.

    Tax Implications

    Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

    Scheme Information Document(SID)

    Not Supported
    Min for First Investment
    Not Supported
    Min for Second Investment
    For units in excess of 15% of the investment, exit load of 3% if redeemed within 1 year, 2% if redeemed after 1 year but within 2 years, 1% if redeemed after 2 years but within 3 years.
    Exit Load

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    About Aditya Birla Sun Life Mutual Fund

    Address
    One India Bulls Centre ,Tower 1, 17th Flr, Jupiter Mill Compound,841,S.B. Marg,Elphinstone Road Mumbai 400 013
    Phone
    022 43568000
    Launch Date
    23 Dec 1994
    Aditya Birla Sun Life Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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