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

3
3.00%
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 Ratio1.84%
NAV14.57 (17 Sep 2020)
Fund Started17 Apr 2015
Fund Size1,838 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Aditya Birla Sun Life Credit Risk Fund Regular Growth
3.0%
5.1%
7.1%
7.2%
Category Average
-0.8%
0.9%
3.7%
-
Rank within category
12
8
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 3.0% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    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

    Top Holdings

    NameSectorInstrument% Assets
    L&T Vadodara Bharuch Tollway Ltd.ConstructionDebenture9.3%
    Shriram City Union Finance Ltd.FinancialDebenture7.4%
    L&T Infrastructure Finance Co. Ltd.FinancialNCD4.7%
    JSW Energy Ltd.EngineeringNCD3.8%
    L&T Infrastructure Finance Co. Ltd.FinancialDebenture3.6%
    Indusind Bank Ltd.FinancialNCD3.1%
    GOISovereignGOI Sec2.9%
    Manappuram Finance Ltd.FinancialDebenture2.9%
    Coastal Gujarat Power Ltd.EngineeringDebenture2.9%
    Tata Housing Devp. Co. LtdConstructionZCB2.9%
    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
    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
    addMohit Sharma
    Education
    Mr. Sharma is B Tech (IIT - Madras) and PGDCM (IIM Calcutta).
    Experience
    He has around 10 years of experience of which 7 years is in financial markets. He joined Birla Sun AMC in October 2015. Prior to joining Birla AMC, he ran his own healthcare-tech business (June 2012 - May 2015). he has also worked as an Interest Rates Trader in Standard Chartered Bank (May 2007 - June 2011) and ICICI Bank Ltd (June 2006 - April 2007). He started his career in the Equity Research in Irevna Ltd (June 2005 - June 2006).
    Funds Managed

    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 ₹1,838 Cr and the Latest NAV as of 17 Sep 2020 is ₹14.57.

    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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