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  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life Credit Risk Fund Segregated Portfolio 1 (Growth)
Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Credit Risk Fund Segregated Portfolio 1 (Growth)

DebtOther

0.1631

NAV (Sep 30)

NA
Scripbox Opinion
Not Reviewed yet
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Fund Size

Rolling Returns

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Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

0.1631

NAV (Sep 30)

Fund Returns

Last 1Y
-59%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
-33.6%
6 Month CAGR
0.2%

Scheme Information

Investment Objective

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
0
Launched (5y ago)
Nov 25, 2019
AUM in Crores
66.423
ISIN
INF209KB1P65
Lock-in
No Lock-in
Benchmark
NIFTY Credit Risk Bond TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Mohit Sharma

Fund Manager

Sunaina Cunha

Fund Manager

Dhaval Joshi

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Aditya Birla Sun Life Credit Risk Fund Segregated Portfolio 1 (Growth)70%2,47,534 -4,85,078-59%
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 2022-09-30

Top Debt Holdings

clearing corporation of india limited

97.9%
97.9%

net receivables

2.1%
2.1%
See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 45,939 cr

₹ 16,101 cr

₹ 13,073 cr

₹ 12,851 cr

₹ 10,720 cr

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 345,949 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
022-43568000
care.mutualfunds@adityabirlacapital.com
Fund NameScripbox Opinion
Till Date CAGR

-

4.5%

5.5%

7.4%

5.6%

6.8%

5.5%

7.3%

5.6%

7.1%

Aditya Birla Sun Life Credit Risk Fund Segregated Portfolio 1 (G) Review

Aditya Birla Sun Life Credit Risk Fund Segregated Portfolio 1 (G) is a Other Debt fund and has delivered an annualised return of -33.6% over a period of 4 years. 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 Segregated Portfolio 1 (G) as of 9/30/2022 is ₹0.16 with the total AUM as of 2/25/2024 is ₹66.423. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Credit Risk Fund Segregated Portfolio 1 (G) was launched on Nov 25, 2019. The category risk of the fund is Moderately High risk.

The minimum SIP amount for Aditya Birla Sun Life Credit Risk Fund Segregated Portfolio 1 (G) is ₹0 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 Segregated Portfolio 1 (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 Segregated Portfolio 1 (G) is rated as a 0 fund in Debt and delivered -59% 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 Segregated Portfolio 1 (G).

Frequently Asked Questions

What is Aditya Birla Sun Life Credit Risk Fund Segregated Portfolio 1 (G)?

Aditya Birla Sun Life Credit Risk Fund Segregated Portfolio 1 (G) is a Other 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 Credit Risk Fund Segregated Portfolio 1 (G)?

You can invest in Aditya Birla Sun Life Credit Risk Fund Segregated Portfolio 1 (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 Segregated Portfolio 1 (G)?

The minimum sip amount for Aditya Birla Sun Life Credit Risk Fund Segregated Portfolio 1 (G) is ₹0. You can invest in multiples of ₹5000.

Is Aditya Birla Sun Life Credit Risk Fund Segregated Portfolio 1 (G) good to invest in?

As per Scripbox experts, Aditya Birla Sun Life Credit Risk Fund Segregated Portfolio 1 (G) is a Not Reviewed Yet fund. You can investAditya Birla Sun Life Credit Risk Fund Segregated Portfolio 1 (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 Segregated Portfolio 1 (G)?

The expense ratio of the Aditya Birla Sun Life Credit Risk Fund Segregated Portfolio 1 (G) is % for regular plan.