Aditya Birla Sun Life Corporate Bond Fund Dividend+0.03%

5Groww
10.65%
1 Year Return
Debt
Corporate Bond
5.0 star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Corporate Bond Fund Dividend

RiskModerately Low
Min SIP AmountNot Supported
Expense Ratio0.37%
NAV12.26 (18 Oct 2019)
Fund Started11 Oct 2013
Fund Size16,605 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Aditya Birla Sun Life Corporate Bond Fund Dividend
10.7%
7.7%
8.6%
9.3%
Category Average
6.1%
5.3%
7.0%
-
Rank within category
7
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 10.7% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk-adjusted returns are higher compared to the category
    3. Lower expense ratio
    4. 1Y Returns are higher than the benchmark
    5. 3Y Returns are higher than the benchmark
    6. 5Y Returns are higher than the benchmark
    7. Exit load is zero
    Cons
    1. Risk is higher compared to the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Mahindra & Mahindra Financial Services Ltd.FinancialDebenture2.7%
    Power Finance Corpn. Ltd.FinancialBonds/NCD2.5%
    REC Ltd.FinancialDebenture1.8%
    Mahindra & Mahindra Financial Services Ltd.FinancialBonds/Deb1.5%
    IDFC First Bank Ltd.FinancialDebenture1.4%
    GOISovereignCGL1.4%
    National Bank For Agriculture & Rural DevelopmentFinancialNCD1.3%
    Fullerton India Credit Corporation Ltd.FinancialDebenture1.3%
    Cholamandalam Investment & Finance Co. Ltd.FinancialCP1.3%
    National Bank For Agriculture & Rural DevelopmentFinancialDebenture1.0%
    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 Corporate Bond Fund Dividend is a Debt Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was introduced to investors on 11 Oct 2013. Maneesh Dangi, Kaustubh Gupta is the Current Fund Manager of Aditya Birla Sun Life Corporate Bond Fund Dividend.The fund currently has an Asset Under Management(AUM) of ₹16,605 Cr and the Latest NAV as of 18 Oct 2019 is ₹12.26.

    The Aditya Birla Sun Life Corporate Bond Fund Dividend is rated Moderately Low risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 1000. Nil.

    Investment Objective

    Aims to provide regular income and capital appreciation.

    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
    Nil
    Exit Load

    Compare Funds

    Aditya Birla Sun Life Corporate Bond Fund Dividend
    VS
    search

    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
    + ₹5,000
    + ₹10,000
    ONE TIME
    MONTHLY SIP
    Similar Funds
    Data not available
    ⓒ 2019 Billionbrains Garage Ventures Pvt Ltd