Aditya Birla Sun Life Credit Risk Fund Regular Plan Growth

18.75
NAV (Apr 26,2024)

Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth is a mutual fund scheme that aims to provide capital appreciation by investing predominantly in a portfolio of corporate bonds. The fund has an expense ratio of 1.58%, and its assets under management (AUM) amount to ₹986.16. The minimum investment required to participate in this scheme is ₹100, and there is no lock-in period. Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth was established on 22nd April 2015.

Aditya Birla Sun Life Credit Risk Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Aditya Birla Sun Life Credit Risk Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    0
  • P/B Ratio
    UM_URBAN_MONEY

    0
  • Alpha
    UM_URBAN_MONEY

    0
  • Beta
    UM_URBAN_MONEY

    0
  • Sharpe
    UM_URBAN_MONEY

    0.27
  • Sortino
    UM_URBAN_MONEY

    0.54

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.58%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

983.66 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹100.00

Scheme Riskometer

Investors understand that their principal will be at
Moderately High

Investment Return Calculator

as on Apr 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,176.54 (1.77%)10,354.38 (3.54%)10,670.48 (6.70%)12,146.78 (21.47%)13,722.09 (37.22%)
30,529.62 (1.77%)31,063.14 (3.54%)32,011.44 (6.70%)36,440.34 (21.47%)41,166.27 (37.22%)
50,882.7 (1.77%)51,771.9 (3.54%)53,352.4 (6.70%)60,733.9 (21.47%)68,610.45 (37.22%)
81,412.32 (1.77%)82,835.04 (3.54%)85,363.84 (6.70%)97,174.24 (21.47%)1,09,776.72 (37.22%)
1,01,765.4 (1.77%)1,03,543.8 (3.54%)1,06,704.8 (6.70%)1,21,467.8 (21.47%)1,37,220.9 (37.22%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Government of India20.52%
  • Century Textiles & Industries Limited5.08%
  • Tata Projects Limited5.03%
  • ONGC Petro Additions Limited4.58%
  • DME Development Limited FRN4.35%
  • JM Financial Credit Solutions Ltd FRN3.77%
  • Steel Authority of India Limited3.06%
  • GIC Housing Finance Limited3.05%
  • JSW Steel Limited3.04%
  • Hinduja Housing Finance Ltd2.94%
  • Power Finance Corporation Limited2.67%
  • Godrej Industries Limited2.54%
  • Avanse Financial Services Ltd2.54%
  • Arka Fincap Limited2.54%
  • DLF Home Developers Ltd2.54%
  • Tata Power Company Limited2.54%
  • Adani Energy Solutions Limited2.53%
  • Nexus Select Trust2.53%
  • Yes Bank Limited2.53%
  • GR Infraprojects Limited2.51%
  • CreditAccess Grameen Limited2.09%
  • Summit Digitel Infrastructure Private Limited2.05%
  • JM Financial Products Limited2.01%
  • Sk Finance Ltd1.77%
  • Net Receivables Payables1.68%
  • BHARAT HIGHWAYS INVIT1.66%
  • DLF Cyber City Developers Limited1.61%
  • Phillips Carbon Black Ltd1.51%
  • GOI JUN STRIPS0.87%
  • GOI DEC STRIPS0.84%
  • Belstar Microfinance Private Limited0.71%
  • IRB InvIT Fund0.64%
  • Tata Motors Limited0.51%
  • Clearing Corporation of India Limited0.44%
  • Sharekhan Ltd0.38%
  • SBI Corporate Debt Market Development Fund A Units0.31%
  • REC Limited0.05%
  • NTPC Limited0.00%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Kotak Credit Risk Fund - GrowthKotak Credit Risk Fund - Growth

DEBT

High

8.94%

ICICI Prudential Credit Risk Fund - GrowthICICI Prudential Credit Risk Fund - Growth

DEBT

High

8.15%

Nippon India Credit Risk Fund - GrowthNippon India Credit Risk Fund - Growth

DEBT

High

7.59%

Baroda BNP Paribas Credit Risk Fund - Regular Plan - GrowthBaroda BNP Paribas Credit Risk Fund - Regular Plan - Growth

DEBT

Moderately High

7.44%

SBI Credit Risk Fund - Regular Plan - GrowthSBI Credit Risk Fund - Regular Plan - Growth

DEBT

High

7.21%

UTI Credit Risk Fund - Regular Plan - GrowthUTI Credit Risk Fund - Regular Plan - Growth

DEBT

Moderately High

6.80%

HDFC Credit Risk Debt Fund - GrowthHDFC Credit Risk Debt Fund - Growth

DEBT

Moderately High

6.76%

HSBC Credit Risk Fund - Regular Plan - GrowthHSBC Credit Risk Fund - Regular Plan - Growth

DEBT

Moderately High

6.53%

IDBI Credit Risk Fund - GrowthIDBI Credit Risk Fund - Growth

DEBT

Low to Moderate

6.34%

Bandhan Credit Risk Fund - Regular Plan - GrowthBandhan Credit Risk Fund - Regular Plan - Growth

DEBT

Moderately High

5.92%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Nippon India Credit Risk Fund - GrowthNippon India Credit Risk Fund - Growth

DEBT

High

7.50%

Franklin India Credit Risk Fund - GrowthFranklin India Credit Risk Fund - Growth

DEBT

Moderate

7.43%

Kotak Credit Risk Fund - GrowthKotak Credit Risk Fund - Growth

DEBT

High

7.34%

ICICI Prudential Credit Risk Fund - GrowthICICI Prudential Credit Risk Fund - Growth

DEBT

High

7.26%

Baroda BNP Paribas Credit Risk Fund - Regular Plan - GrowthBaroda BNP Paribas Credit Risk Fund - Regular Plan - Growth

DEBT

Moderately High

7.20%

HDFC Credit Risk Debt Fund - GrowthHDFC Credit Risk Debt Fund - Growth

DEBT

Moderately High

7.06%

Axis Credit Risk Fund - Regular Plan - GrowthAxis Credit Risk Fund - Regular Plan - Growth

DEBT

Moderately High

6.81%

SBI Credit Risk Fund - Regular Plan - GrowthSBI Credit Risk Fund - Regular Plan - Growth

DEBT

High

6.76%

UTI Credit Risk Fund - Regular Plan - GrowthUTI Credit Risk Fund - Regular Plan - Growth

DEBT

Moderately High

6.38%

Bandhan Credit Risk Fund - Regular Plan - GrowthBandhan Credit Risk Fund - Regular Plan - Growth

DEBT

Moderately High

5.95%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Franklin India Credit Risk Fund - GrowthFranklin India Credit Risk Fund - Growth

DEBT

Moderate

11.01%

UTI Credit Risk Fund - Regular Plan - GrowthUTI Credit Risk Fund - Regular Plan - Growth

DEBT

Moderately High

10.69%

Baroda BNP Paribas Credit Risk Fund - Regular Plan - GrowthBaroda BNP Paribas Credit Risk Fund - Regular Plan - Growth

DEBT

Moderately High

8.71%

Nippon India Credit Risk Fund - GrowthNippon India Credit Risk Fund - Growth

DEBT

High

8.41%

ICICI Prudential Credit Risk Fund - GrowthICICI Prudential Credit Risk Fund - Growth

DEBT

High

6.50%

SBI Credit Risk Fund - Regular Plan - GrowthSBI Credit Risk Fund - Regular Plan - Growth

DEBT

High

6.23%

HDFC Credit Risk Debt Fund - GrowthHDFC Credit Risk Debt Fund - Growth

DEBT

Moderately High

6.01%

Axis Credit Risk Fund - Regular Plan - GrowthAxis Credit Risk Fund - Regular Plan - Growth

DEBT

Moderately High

5.77%

Kotak Credit Risk Fund - GrowthKotak Credit Risk Fund - Growth

DEBT

High

4.73%

Bandhan Credit Risk Fund - Regular Plan - GrowthBandhan Credit Risk Fund - Regular Plan - Growth

DEBT

Moderately High

4.56%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

DSP Credit Risk Fund - Regular Plan - GrowthDSP Credit Risk Fund - Regular Plan - Growth

DEBT

Moderately High

7.18%

Baroda BNP Paribas Credit Risk Fund - Regular Plan - GrowthBaroda BNP Paribas Credit Risk Fund - Regular Plan - Growth

DEBT

Moderately High

7.05%

Franklin India Credit Risk Fund - GrowthFranklin India Credit Risk Fund - Growth

DEBT

Moderate

6.98%

Axis Credit Risk Fund - Regular Plan - GrowthAxis Credit Risk Fund - Regular Plan - Growth

DEBT

Moderately High

5.87%

Kotak Credit Risk Fund - GrowthKotak Credit Risk Fund - Growth

DEBT

High

5.71%

Invesco India Credit Risk Fund - GrowthInvesco India Credit Risk Fund - Growth

DEBT

Moderate

5.35%

HSBC Credit Risk Fund - Regular Plan - GrowthHSBC Credit Risk Fund - Regular Plan - Growth

DEBT

Moderately High

4.52%

Nippon India Credit Risk Fund - GrowthNippon India Credit Risk Fund - Growth

DEBT

High

4.12%

IDBI Credit Risk Fund - GrowthIDBI Credit Risk Fund - Growth

DEBT

Low to Moderate

3.09%

Bank of India Credit Risk Fund - Regular Plan - GrowthBank of India Credit Risk Fund - Regular Plan - Growth

DEBT

Moderately High

-2.73%

Fund Managers

SC

Ms. Sunaina da CunhaFund Manager

Ms. Sunaina da Cunha She has over 7 years of experience. Prior to joining BSLAMC, she worked with Aditya Birla Management Corporation Ltd.

MS

Mr. Mohit SharmaFund Manager

He has around 10 years of experience of which 7 years are in financial markets. He joined Birla Sun Life Asset Management Co. Ltd in October 2015. Prior to joining Birla Sun Life Asset Management Co. Ltd, 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 theEquity Research in Irevna Ltd (June 2005 - June 2006).

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