Aditya Birla Sun Life Credit Risk Fund Direct Bonus+0.12%

4Groww
10.31%
1 Year Return
Debt
Corporate Bond
4.0 star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Credit Risk Fund Direct Bonus

RiskModerately Low
Min SIP Amount₹1000
Expense Ratio0.78%
NAV14.6 (16 Aug 2019)
Fund Started17 Apr 2015
Fund Size6,244 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Aditya Birla Sun Life Credit Risk Fund Direct Bonus
10.3%
8.0%
8.9%
8.9%
Category Average
5.2%
5.5%
7.2%
-
Rank within category
8
4
NA
-
*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
    30
    with 10.3% annual returns

    Comparison

    Data not available
    Pros
    1. Risk-adjusted returns are higher compared to the category
    2. Lower expense ratio
    3. 1Y Returns are higher than the benchmark
    4. 3Y Returns are higher than the benchmark
    5. 5Y Returns are higher than the benchmark
    6. Exit load is zero
    Cons
    1. Risk is higher compared to the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    ONGC Petro Additions Ltd.EnergySO4.6%
    GOISovereignGOI Sec3.3%
    Reliance Industries Ltd.EnergyDebenture3.0%
    Mahindra & Mahindra Financial Services Ltd.FinancialDebenture2.8%
    REC Ltd.FinancialDebenture2.5%
    Power Finance Corpn. Ltd.FinancialBonds/NCD2.5%
    Power Finance Corpn. Ltd.FinancialDebenture2.2%
    Mahindra & Mahindra Financial Services Ltd.FinancialBonds/Deb2.2%
    REC Ltd.FinancialBonds2.0%
    Tata Sons Ltd.FinancialDebenture1.9%
    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

    Other 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 introduced 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.The fund currently has an Asset Under Management(AUM) of ₹6,244 Cr and the Latest NAV as of 16 Aug 2019 is ₹14.6.

    The Aditya Birla Sun Life Credit Risk Fund Direct Bonus is rated Moderately Low risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 100. For units in excess of 15% of the investment, 1% will be charged for redemption within 365 days..

    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 schemesâ?? objectives will be achieved.

    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)

    ₹100
    Min for First Investment
    ₹100
    Min for Second Investment
    For units in excess of 15% of the investment, 1% will be charged for redemption within 365 days.
    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
    22 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,
    Invest Now
    Enter investment amount
    + ₹1,000
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    + ₹10,000
    ONE TIME
    MONTHLY SIP
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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