Aditya Birla Sun Life Credit Risk Fund Regular Dividend+0.08%

4Groww
6.59%
1 Year Return
Debt
Credit Risk
4.0 star
6M
1Y
3Y
All

Fund Details

Aditya Birla Sun Life Credit Risk Fund Regular Dividend

RiskModerate
Min SIP Amount₹100
Expense Ratio1.59%
NAV10.73 (14 Oct 2019)
Fund Started17 Apr 2015
Fund Size6,052 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Aditya Birla Sun Life Credit Risk Fund Regular Dividend
6.6%
6.7%
NA
7.9%
Category Average
0.6%
4.1%
7.2%
-
Rank within category
5
2
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    30
    with 6.6% annual returns

    Comparison

    Data not available
    Pros
    1. 3Y Returns are higher than the benchmark
    Cons
    1. Risk is higher compared to the benchmark
    2. Higher expense ratio
    3. 1Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Debenture2.9%
    Adani Properties Ltd.ConstructionDebenture2.8%
    Asirvad Microfinance Pvt. Ltd.FinancialDebenture2.7%
    Reliance Industries Ltd.EnergyCP2.5%
    National Bank For Agriculture & Rural DevelopmentFinancialDebenture2.2%
    State Bank of IndiaFinancialNCD2.0%
    Power Finance Corpn. Ltd.FinancialNCD1.4%
    State Bank of IndiaFinancialDebenture1.4%
    Coastal Gujarat Power Ltd.EngineeringDebenture1.3%
    Indusind Bank Ltd.FinancialNCD1.1%
    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

    Other Details

    Aditya Birla Sun Life Credit Risk Fund Regular Dividend 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 Regular Dividend.The fund currently has an Asset Under Management(AUM) of ₹6,052 Cr and the Latest NAV as of 14 Oct 2019 is ₹10.73.

    The Aditya Birla Sun Life Credit Risk Fund Regular Dividend is rated Moderate risk. Minimum SIP Investment is 100. Minimum Lumpsum Investment is 1000. 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)

    ₹1000
    Min for First Investment
    ₹1000
    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,
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