Aditya Birla Sun Life Credit Risk Fund Direct Plan Growth
- 8.29%
- (+0.01)16.0321
- Fund Summary
- More about Fund
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Fund Summary
| Period | Returns(per year) |
|---|---|
| 10 Years | -- |
| 5 Years | 8.29% |
| 3 Years | 6.95% |
| 1 Year | 9.31% |
| 6 Months | 5.65% |
| Fund Details | |
|---|---|
| ISIN | INF209KA1K88 |
| Risk | Moderate Risk |
| Fund Type | Credit Risk |
| NAV | 16.0321 |
| Exit Load | 3% for 365 Days |
More about this fund
| Top Holdings | Weightage |
|---|---|
| L&T Vadodara Bharuch Tollway Limited | 10.57% |
| Shriram - City Union Finance Limited | 8.71% |
| L&T Infrastructure Finance Company Limited | 5.5% |
| 8.35% Govt Stock 2022 | 4.89% |
| Indusind Bank Limited | 4.33% |
| L&T Infrastructure Finance Company Limited | 3.23% |
| Coastal Gujarat Power Limited | 3.22% |
| Tata Housing Development Company Limited | 2.38% |
| Tata Realty and Infrastructure Limited | 2.21% |
| LIC Housing Finance Limited | 2.2% |
About Aditya Birla Sun Life Credit Risk Fund - Direct Plan - Growth
This is an open-ended debt scheme primarily invests in corporate bonds rated AA and below. The fund aims to generate capital appreciation by investing in corporate debt securities with short-to-medium term maturities across the credit spectrum within the investment grade.
Pros and Cons of Aditya Birla Sun Life Credit Risk Fund - Direct Plan - Growth
The one-year, three-year, and five-year returns have been higher than the category average returns in the past.
Fund Information and Statistics
i) Inception/Launch Date
The fund scheme was incepted on 18 April 2015.
ii) Risk Level
Investors who are ready to take moderate risk can invest in the fund scheme.
iii) Redemption
Since there is no lock-in period, you can redeem units at any time at the cost of exit load if applicable.
iv) Fund Manager
Ms Sunaina da Cunha and Mr Mohit Sharma are the current Fund Managers for the fund.
v) Entry/Exit Load
No entry load is charged when you purchase fund units, but an exit load may be applicable when you exit from the fund, i.e.
- An exit load of 3% of initial investment amount is charged if you redeem/switch out fund units in excess of 15% within 1 year from the date of allotment.
- The exit load charged is 2% if fund units are redeemed/switched out in excess of 15% after 1 year and before 2 years from the date of allotment.
- The exit load charged is 1% if fund units are redeemed/switched out in excess of 15% after 2 year and before 3 years from the date of allotment.
- No exit load charged if redeemed/switched out after completing 3 years from the date of allotment.
About Aditya Birla Sun Life Mutual Fund
Aditya Birla Sun Life Mutual Fund was set up on 23 December 1994. Aditya Birla Nuvo Limited and Sun Life (India) AMC Investments Inc. are the sponsors of the fund house, while Aditya Birla Sun Life Trustee Company Private Limited is the trustee company. The fund house offers 154 different folios to customers.
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All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,
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