Aditya Birla Sun Life Credit Risk Fund Direct Growth+0.06%

3
2.45%
1 Year Return
Debt
Credit Risk
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Credit Risk Fund Direct Growth

RiskModerate
Min SIP AmountNot Supported
Expense Ratio0.84%
NAV14.62 (27 May 2020)
Fund Started17 Apr 2015
Fund Size2,576 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Aditya Birla Sun Life Credit Risk Fund Direct Growth
2.5%
5.5%
7.7%
7.7%
Category Average
-5.3%
0.6%
3.7%
-
Rank within category
10
7
6
-
*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 2.5% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    1. Risk is higher compared to the benchmark
    2. 1Y Returns are lower than the benchmark
    3. 3Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    L&T Vadodara Bharuch Tollway Ltd.ConstructionDebenture6.5%
    JSW Energy Ltd.EngineeringNCD5.8%
    Tata Housing Devp. Co. LtdConstructionZCB5.7%
    JM Financial Products Ltd.FinancialDebenture5.7%
    Tata Realty and Infrastructure Ltd.ConstructionDebenture5.6%
    Asirvad Microfinance Pvt. Ltd.FinancialDebenture4.1%
    Sterling and Wilson Solar Ltd.ConstructionDebenture3.7%
    Bhopal Dhule Transmission Co. Ltd.EngineeringDebenture3.3%
    L&T Infrastructure Finance Co. Ltd.FinancialDebenture3.3%
    REC Ltd.FinancialDebenture2.3%
    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
    addSunaina da Cunha
    Education
    Ms. Cunha is a B.Com (H) and MBA from FMS, Delhi.
    Experience
    Prior to joining Birla Sun Life Asset Management Company, she has worked with Aditya Birla Management Corporation Ltd.
    Funds Managed

    Aditya Birla Sun Life Credit Risk Fund Direct Growth Details

    Aditya Birla Sun Life Credit Risk Fund Direct Growth 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 Growth fund.The fund currently has an Asset Under Management(AUM) of ₹2,576 Cr and the Latest NAV as of 27 May 2020 is ₹14.62.

    The Aditya Birla Sun Life Credit Risk Fund Direct Growth is rated Moderate risk. Minimum SIP Investment is set to 100. 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 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)

    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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