Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth

(Erstwhile Aditya Birla Sun Life Corporate Bond Fund - Regular Plan - Growth)
Fund House: Aditya Birla Sun Life Mutual Fund
Category: Debt: Credit Risk
Launch Date: 05-04-2015
Asset Class: Fixed Income
Benchmark: CRISIL Credit Risk Debt B-II Index
TER: 1.54% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 969.59 Cr As on 31-03-2025(Source:AMFI)
Turn over: - | Exit Load: Exit load for units in excess of 15% of the investment

21.9057

8.14%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY COMPOSITE G-SEC INDEX
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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
9 Years 6 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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.

Current Asset Allocation (%)

Indicators

Standard Deviation 1.82
Sharpe Ratio 0.65
Alpha 3.81
Beta 1.31
Yield to Maturity 8.29
Average Maturity 3.83

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 Credit Risk Fund - Regular Plan - Growth 05-04-2015 16.94 11.8 10.59 9.51 -
Invesco India Credit Risk Fund - Regular Plan - Growth 04-09-2014 10.71 9.25 8.77 7.05 5.98
HSBC Credit Risk Fund - Regular Growth 01-01-2013 9.51 7.92 4.93 6.23 6.28
ICICI Prudential Credit Risk Fund - Growth 05-12-2010 9.28 8.29 7.51 7.52 7.81
Nippon India Credit Risk Fund - Growth Plan 01-06-2005 9.23 8.43 7.5 8.43 6.07
SBI Credit Risk Fund - Regular Plan - Growth 01-07-2004 9.08 7.97 7.6 7.28 7.48
Baroda BNP Paribas Credit Risk Fund -Regular-Growth Option 23-01-2015 8.95 8.19 7.31 9.14 7.83
Axis Credit Risk Fund - Regular Plan - Growth 15-07-2014 8.87 7.88 7.06 6.83 6.86
HDFC Credit Risk Debt Fund - Growth Option 05-03-2014 8.75 7.85 6.97 7.52 7.68
UTI Credit Risk Fund - Regular Plan - Growth Option 10-11-2012 8.71 7.64 6.81 7.4 3.05

Scheme Characteristics

Minimum investment in corporate bonds - 65% of total assets (investment in below highest rated instruments).

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

99.99%

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