Aditya Birla Sun Life Credit Risk Fund Regular Growth+0.01%

9.01%
1 Year Return
Debt
Credit Risk
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Credit Risk Fund Regular Growth

RiskModerate
Min SIP Amount₹100
Expense Ratio1.87%
NAV14.97 (27 Nov 2020)
Fund Started17 Apr 2015
Fund Size1,664 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
9.0%
5.8%
7.2%
7.4%
Category Average
0.3%
1.2%
3.8%
-
Rank Within Category
4
7
5
-
*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 9.0% annual returns

    Comparison

    Data not available
    Pros
    1. 1Y Returns are higher than the category average returns
    2. 3Y Returns are higher than the category average returns
    3. 5Y Returns are higher than the category average returns
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Risk is higher compared to the benchmark
    3. 1Y Returns are lower than the benchmark
    4. 3Y Returns are lower than the benchmark
    5. 5Y Returns are lower than the benchmark
    6. Risk-adjusted returns are lower compared to the category
    7. Higher expense ratio - 1.86%

    Top Holdings

    NameSectorInstrument% Assets
    L&T Vadodara Bharuch Tollway Ltd.ConstructionDebenture10.3%
    Shriram City Union Finance Ltd.FinancialDebenture8.4%
    L&T Infrastructure Finance Co. Ltd.FinancialNCD5.3%
    Indusind Bank Ltd.FinancialNCD3.9%
    Coastal Gujarat Power Ltd.EngineeringDebenture3.2%
    L&T Infrastructure Finance Co. Ltd.FinancialDebenture3.1%
    Tata Housing Devp. Co. LtdConstructionZCB2.3%
    Tata Realty and Infrastructure Ltd.ConstructionDebenture2.2%
    LIC Housing Finance Ltd.FinancialDebenture2.1%
    Canara BankFinancialBonds2.0%
    See All

    Fund Managers

    Maneesh Dangi
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    Sunaina da Cunha
    keyboard_arrow_down
    Mohit Sharma
    keyboard_arrow_down

    Aditya Birla Sun Life Credit Risk Fund Regular Growth Details

    Aditya Birla Sun Life Credit Risk Fund Regular 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 Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,664 Cr and the Latest NAV as of 27 Nov 2020 is ₹14.97.

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

    ₹100
    Min for First Investment
    ₹100
    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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