Scheme Overview
Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth
(Erstwhile Aditya Birla Sun Life Corporate Bond Fund - Regular Plan - Growth)
Category: Debt: Credit Risk |
Launch Date: 05-04-2015 |
Asset Class: Fixed Income |
Benchmark: CRISIL Credit Risk Debt B-II Index |
Expense Ratio: 1.54% As on ( 30-11-2024) |
Status: Open Ended for subscription |
Minimum Investment: 100.0 |
Minimum Topup: 100.0 |
Total Assets: 936 Cr As on ( 31-10-2024) |
Turn over: |
20.489
0.02 ( 0.0791% )
7.72%
CRISIL Credit Risk Debt B-II Index7.31%
PERFORMANCE of Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth
Scheme Performance (%) Data as on - 04-12-2024
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 | 12.3 | 8.6 | 8.29 | - | 7.72 |
Benchmark | - | - | - | - | - |
Debt: Credit Risk | 8.31 | 8.92 | 6.56 | 6.45 | 6.54 |
Yearly Performance (%)
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)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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 | 8.28 | 3.03 |
Debt: Credit Risk | - | - | - | - | - | - |
PEER COMPARISION of Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth
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 | 12.3 | 9.42 | 8.6 | 8.29 | 0.0 |
ICICI Prudential Credit Risk Fund - Growth | 05-12-2010 | 8.86 | 7.85 | 6.78 | 7.31 | 7.81 |
HDFC Credit Risk Debt Fund - Growth Option | 05-03-2014 | 8.55 | 7.45 | 6.12 | 7.16 | 7.7 |
Nippon India Credit Risk Fund - Growth Plan | 01-06-2005 | 8.47 | 8.04 | 6.64 | 5.33 | 6.03 |
Baroda BNP Paribas Credit Risk Fund -Regular-Growth Option | 23-01-2015 | 8.46 | 7.75 | 6.66 | 8.12 | 0.0 |
Axis Credit Risk Fund - Regular Plan - Growth | 15-07-2014 | 8.38 | 7.55 | 6.31 | 6.63 | 6.85 |
SBI Credit Risk Fund - Regular Plan - Growth | 01-07-2004 | 8.27 | 8.18 | 6.78 | 7.02 | 7.5 |
UTI Credit Risk Fund - Regular Plan - Growth Option | 10-11-2012 | 8.18 | 7.26 | 6.09 | 0.95 | 3.07 |
DSP Credit Risk Fund - Regular Plan -Growth | 05-05-2003 | 8.1 | 11.62 | 10.72 | 7.94 | 6.79 |
Invesco India Credit Risk Fund - Regular Plan - Growth | 04-09-2014 | 7.72 | 9.42 | 6.92 | 6.31 | 5.78 |