Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan
(Erstwhile Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan)
Fund House: Aditya Birla Sun Life Mutual Fund| Category: Debt: Corporate Bond |
| Launch Date: 03-03-1997 |
| Asset Class: Fixed Income |
| Benchmark: Nifty Corporate Bond Index A-II |
| TER: 0.51% As on (30-12-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 24,978.52 Cr As on 31-12-2024(Source:AMFI) |
| Turn over: - | Exit Load: Nil |
108.2223
0.01 (0.0134%)
8.92%
Benchmark: 7.31%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY COMPOSITE G-SEC INDEX
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
5 Years 7 Months
15 Years 3 Months
17 Years 8 Months
26 Years 11 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme aims to generate current income and capital appreciation from a portfolio that invests 100% in debt and money market securities.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 1.14 |
| Sharpe Ratio | 0.23 |
| Alpha | 0.28 |
| Beta | 0.55 |
| Yield to Maturity | 7.51 |
| Average Maturity | 5.28 |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan | 03-03-1997 | 8.51 | 7.88 | 6.71 | 7.1 | 7.77 |
| HDFC Corporate Bond Fund - Growth Option | 01-06-2010 | 8.55 | 7.9 | 6.45 | 6.89 | 7.68 |
| BARODA BNP PARIBAS CORPORATE BOND FUND - Regular Plan - GROWTH OPTION | 01-01-2013 | 8.46 | 7.69 | 5.78 | 5.73 | 5.93 |
| Nippon India Corporate Bond Fund - Growth Plan - Growth Option | 14-09-2000 | 8.41 | 7.76 | 6.68 | 6.78 | 7.3 |
| Kotak Corporate Bond Fund- Regular Plan-Growth Option | 21-09-2007 | 8.24 | 7.59 | 6.33 | 6.39 | - |
| Tata Corporate Bond Fund-Regular Plan-Growth | 29-11-2021 | 8.22 | 7.51 | 5.89 | - | - |
| HSBC Corporate Bond Fund - Regular Growth | 01-01-2013 | 8.09 | 7.32 | 5.78 | 6.53 | 6.92 |
| Invesco India Corporate Bond Fund - Growth | 02-08-2007 | 8.08 | 7.36 | 5.94 | 6.15 | 6.69 |
| Axis Corporate Debt Fund - Regular Plan Growth | 01-07-2017 | 8.05 | 7.41 | 6.21 | 6.69 | - |
| Mirae Asset Corporate Bond Fund Regular Growth | 01-03-2021 | 8.0 | 7.12 | 5.73 | - | - |
Scheme Characteristics
Minimum investment in corporate bonds - 80% of total assets (only in highest rated instruments).
Riskometer
PORTFOLIO
Market Cap Distribution
Others
100.46%
Scheme Documents
There are no scheme documents available
