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Aditya Birla Sun Life Credit Risk Fund Regular Plan Growth

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  • Debt
  • Credit Risk
  • Rating 4
  • Plan
17.24 +0.00 (0.02%) NAV as on 25 Jan, 2023
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)1200.54
  • CAGR 7.29%
  • Exit Load3.00%
  • Expense ratio1.55%
  • CategoryDebt
  • Min Investment100
  • Min SIP100
  • Launch Date2015-04-17

Morning Star Rating 4

Low
Risk
Moderate
Return

Asset Allocation

Holdings As On - 27 January 2023

  • Name
  • Value (Cr)
  • Holding %
  • Shriram City Union Finance Limited
  • 101.20
  • 8.42%
  • The Tata Power Company Limited
  • 75.15
  • 6.25%
  • Indusind Bank Limited
  • 58.98
  • 4.91%
  • Clearing Corporation Of India Limited
  • 54.48
  • 4.53%
  • 7.26 8/22/2032 12:00:00 Am
  • 49.77
  • 4.14%
  • Tata Housing Development Company Limited
  • 43.50
  • 3.62%
  • Bharti Hexacom Limited
  • 42.01
  • 3.50%
  • Telesonic Networks Limited
  • 41.67
  • 3.47%
  • Tata Realty And Infrastructure Limited
  • 40.98
  • 3.41%
  • JM Financial Credit Solutions Limited
  • 37.48
  • 3.12%
View More

Risk & Volitility

  • Alpha -1.96%
  • Beta 0.85
  • Sharpe Ratio1.10
  • Std Deviation 2.91%
  • Tracking Error 2.97%

About Fund

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.

 

The Aditya Birla Sun Life Credit Risk Fund Regular Plan Growth has an AUM of 1200.54 crores & has delivered CAGR of 6.25% in the last 5 years. The fund has an exit load of 3.00% and an expense ratio of 1.55%. The minimum investment in Aditya Birla Sun Life Credit Risk Fund Regular Plan Growth is Rs 100 and the minimum SIP is Rs 100.

 

As per morningstar the risk & return rating of the fund are Low & Moderate respectively.

 

The top holdings of the fund include Shriram City Union Finance Limited, The Tata Power Company Limited, Indusind Bank Limited & Clearing Corporation Of India Limited.

 

The major sectors where the fund is invested are Construction Services.

 

Some of the similar funds are Aditya Birla Sun Life Credit Risk Fund Regular Plan Growth, SBI Credit Risk Fund Regular Plan Growth, Kotak Credit Risk Fund Growth, Nippon India Credit Risk Fund Institutional Growth, Nippon India Credit Risk Fund Growth. Aditya Birla Sun Life Credit Risk Fund Regular Plan Growth has a sharpe ratio of 1.10 & a standard deviation of 2.91%.

FAQs about Aditya Birla Sun Life Credit Risk Fund Regular Plan Growth

According to the morning star rating Aditya Birla Sun Life Credit Risk Fund Regular Plan Growth has a Low risk & Moderate return.
Aditya Birla Sun Life Credit Risk Fund Regular Plan Growth is managed by Sunaina Cunha,Mohit Sharma.
The expense ratio of Aditya Birla Sun Life Credit Risk Fund Regular Plan Growth is 1.55%.
The 5 year annualized return on Aditya Birla Sun Life Credit Risk Fund Regular Plan Growth is 6.25% & it has generated 7.29% in the last 1 year.
The minimum investment in Aditya Birla Sun Life Credit Risk Fund Regular Plan Growth is 100 Rs.
Aditya Birla Sun Life Credit Risk Fund Regular Plan Growth has an AUM of 1200.54 crores.

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