• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life Corporate Bond Fund (PIDCW-M)

Formerly Aditya BSL Short Term Reg Mn DP

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Corporate Bond Fund (PIDCW-M)

DebtCorporate Bond

12.4123

NAV (Jun 14)

5.3%
3 Year CAGR
Scripbox Opinion
Not Reviewed yet
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Fund Size

Rolling Returns

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

12.4123

NAV (Jun 14)

Fund Returns

Last 1Y
7.5%
Last 3Y
5.7%
Last 5Y
7.1%
Last 10Y
7.9%
Since Inception
8.9%
6 Month CAGR
4.2%

Scheme Information

Investment Objective

The investment objective of the scheme is to generate optimal returns with high liquidity through active management of the portfolio by investing in High Quality Debt and Money Market Instruments.

Expense Ratio
0.51
Launched (22y ago)
Feb 18, 2002
AUM in Crores
22042.257
ISIN
INF209K01983
Lock-in
No Lock-in
Benchmark
NIFTY Corporate Bond TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
1.2
Standard Deviation (5yr)
1.7
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
-0.223
Sharpe Ratio (5yr)
0.803
YTM
7.75
Fund Managers

Kaustubh Gupta

Fund Manager

Dhaval Joshi

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Aditya Birla Sun Life Corporate Bond Fund (PIDCW-M)70%8,59,104 1,26,4926.6%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-06-14

Top Debt Holdings

7.18% govt stock 2033

10.2%
10.2%

7.18% govt stock 2037

8.4%
8.4%

7.32% govt stock 2030

3.3%
3.3%

7.26% govt stock 2033

3.2%
3.2%

8% govt stock 2034

3%
3%
See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)

₹ 5,001 cr

₹ 10,797 cr

₹ 46,422 cr

₹ 14,535 cr

₹ 15,157 cr

amc-img

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 371,290 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 90 equity,370 debt and 20 hybrid funds.amc-img
phone-img022-43568000
Fund NameScripbox Opinion
Till Date CAGR

-

4.8%

5.9%

7.4%

6%

6.8%

5.9%

7.3%

6%

7.1%

Aditya Birla Sun Life Corporate Bond Fund (PIDCW-M) Review

Aditya Birla Sun Life Corporate Bond Fund (PIDCW-M) is a Corporate Bond Debt fund and has delivered an annualised return of 6.8% over a period of 22 years. The fund was previously known as Aditya BSL Short Term Reg Mn DP. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Dhaval Joshi, Kaustubh Gupta.

Nav of Aditya Birla Sun Life Corporate Bond Fund (PIDCW-M) as of 6/14/2024 is ₹12.41 with the total AUM as of 6/16/2024 is ₹22042.257. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Corporate Bond Fund (PIDCW-M) was launched on Feb 18, 2002. The category risk of the fund is Moderate Risk.

The minimum SIP amount for Aditya Birla Sun Life Corporate Bond Fund (PIDCW-M) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Aditya Birla Sun Life Corporate Bond Fund (PIDCW-M) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to NIFTY Corporate Bond TR INR.

Aditya Birla Sun Life Corporate Bond Fund (PIDCW-M) is rated as a 0 fund in Debt and delivered 6.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Aditya Birla Sun Life Corporate Bond Fund (PIDCW-M).

Frequently Asked Questions

What is Aditya Birla Sun Life Corporate Bond Fund (PIDCW-M)?

Aditya Birla Sun Life Corporate Bond Fund (PIDCW-M) is a Corporate Bond Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

How to invest in Aditya Birla Sun Life Corporate Bond Fund (PIDCW-M)?

You can invest in Aditya Birla Sun Life Corporate Bond Fund (PIDCW-M) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Aditya Birla Sun Life Corporate Bond Fund (PIDCW-M)?

The minimum sip amount for Aditya Birla Sun Life Corporate Bond Fund (PIDCW-M) is ₹1000. You can invest in multiples of ₹5000.

Is Aditya Birla Sun Life Corporate Bond Fund (PIDCW-M) good to invest in?

As per Scripbox experts, Aditya Birla Sun Life Corporate Bond Fund (PIDCW-M) is a Not Reviewed Yet fund. You can investAditya Birla Sun Life Corporate Bond Fund (PIDCW-M) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Aditya Birla Sun Life Corporate Bond Fund (PIDCW-M)?

The expense ratio of the Aditya Birla Sun Life Corporate Bond Fund (PIDCW-M) is 0.51% for regular plan.