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

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

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Category: Debt: Credit Risk
Launch Date: 05-04-2015
Asset Class: Fixed Income
Benchmark: NIFTY Credit Risk Bond Index C-III
Expense Ratio: 1.54% As on (30-09-2024)
Status: Open Ended Schemes for subscription
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 91.7 Cr As on (30-09-2024)
Turn over:
NAV as on 31-10-2024

20.3448

0.01 (0.0452%)

CAGR Since Inception

7.71%

NIFTY Credit Risk Bond Index C-III 8.76%

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

Scheme Performance (%) Data as on - 31-10-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth 12.23 8.52 7.65 - 7.71
Benchmark - - - - -
Debt: Credit Risk 8.26 8.84 6.53 6.51 6.54

Yearly Performance (%)

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Fund Managers

Sunaina da Cunha, Mohit Sharma, Dhaval Joshi

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.

RETURNS CALCULATOR for Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth 1.82 0.65 3.81 1.31 8.16 3.38
Debt: Credit Risk - - - - - -

PEER COMPARISION of Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth

Period
Data as on - 31-10-2024
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth 05-04-2015 12.23 9.53 8.52 7.65 0.0
ICICI Prudential Credit Risk Fund - Growth 05-12-2010 9.24 8.08 6.93 7.55 7.9
HDFC Credit Risk Debt Fund - Growth Option 05-03-2014 8.67 7.61 6.15 7.34 7.81
Baroda BNP Paribas Credit Risk Fund -Regular-Growth Option 23-01-2015 8.42 7.83 6.54 8.03 0.0
Nippon India Credit Risk Fund - Growth Plan 01-06-2005 8.24 8.03 6.6 5.07 6.07
Axis Credit Risk Fund - Regular Plan - Growth 15-07-2014 8.23 7.58 6.2 6.66 6.92
SBI Credit Risk Fund - Regular Plan - Growth 01-07-2004 8.13 8.14 6.65 6.93 7.57
Kotak Credit Risk Fund - Growth 01-05-2010 8.08 6.98 4.8 5.39 6.86
UTI Credit Risk Fund - Regular Plan - Growth Option 10-11-2012 8.03 7.4 5.94 0.93 3.13
DSP Credit Risk Fund - Regular Plan -Growth 05-05-2003 7.89 11.65 10.51 7.93 6.82

PORTFOLIO ANALYSIS of Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth

Asset Allocation (%)

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

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BSE
Member Code: 32262
AMFI
ARN: 160300