Formerly Aditya BSL Corporate Bond Reg Gr
₹ 18.6511
NAV (Mar 18)
Credit risk funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.
Credit Risk Funds are mandated to invest more than 65% of the portfolio in Corporate Bonds rated AA or below.
These instruments carry a high default risk.
The events of the recent past have shown the impact of poor credit quality on such funds.
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 18.6511
NAV (Mar 18)
Last 1Y | 7.3% |
Last 3Y | 7% |
Last 5Y | 6.5% |
Last 10Y | NA |
Since Inception | 7.2% |
6 Month CAGR | 3.4% |
The investment objective of the Scheme is 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. The Scheme does not guarantee/indicate any returns. There can be no assurance that the Schemes' objectives will be achieved.
Expense Ratio | 1.58 |
Launched (9y ago) | Apr 17, 2015 |
AUM in Crores | 986.166 |
ISIN | INF209KA1K47 |
Lock-in | No Lock-in |
Benchmark | NIFTY Credit Risk Bond TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 1.8 |
Standard Deviation (5yr) | 2.7 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.828 |
Sharpe Ratio (5yr) | 0.49 |
YTM | 8.64 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Aditya Birla Sun Life Credit Risk Fund (Growth) | 8,56,981 | 1,24,369 | 6.5% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
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0.6%Fund Name | Fund Size | Rolling Returns |
---|---|---|
₹ 52,980 cr | ||
₹ 14,765 cr | ||
₹ 13,853 cr | ||
₹ 12,705 cr | ||
₹ 9,602 cr |
Aditya Birla Sun Life AMC Ltd
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
- | 4.6% | ||
5.6% | 7.4% | ||
5.7% | 6.8% | ||
5.6% | 7.3% | ||
5.7% | 7.1% |
Aditya Birla Sun Life Credit Risk Fund (G) is a Credit Risk Debt fund and has delivered an annualised return of 7.2% over a period of 8 years. The fund was previously known as Aditya BSL Corporate Bond Reg Gr. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Dhaval Joshi, Mohit Sharma, Sunaina Cunha.
Nav of Aditya Birla Sun Life Credit Risk Fund (G) as of 3/18/2024 is ₹18.65 with the total AUM as of 3/19/2024 is ₹986.166. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Credit Risk Fund (G) was launched on Apr 17, 2015. The category risk of the fund is Moderately High risk.
The minimum SIP amount for Aditya Birla Sun Life Credit Risk Fund (G) 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 Credit Risk Fund (G) 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 Credit Risk Bond TR INR.
Aditya Birla Sun Life Credit Risk Fund (G) is rated as a 3 fund in Debt and delivered 7.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Aditya Birla Sun Life Credit Risk Fund (G).
What is Aditya Birla Sun Life Credit Risk Fund (G)?
How to invest in Aditya Birla Sun Life Credit Risk Fund (G)?
You can invest in Aditya Birla Sun Life Credit Risk Fund (G) 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 Credit Risk Fund (G)?
The minimum sip amount for Aditya Birla Sun Life Credit Risk Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Aditya Birla Sun Life Credit Risk Fund (G) good to invest in?
As per Scripbox experts, Aditya Birla Sun Life Credit Risk Fund (G) is a Neutral fund. You can investAditya Birla Sun Life Credit Risk Fund (G) 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 Credit Risk Fund (G)?
The expense ratio of the Aditya Birla Sun Life Credit Risk Fund (G) is 1.58% for regular plan.