Mutual Funds

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

Aditya Birla Sun Life Mutual FundCredit RiskLow Risk
₹17.7-0.01 (-0.03%)

NAV as on 2023-05-23 · Debt · Credit Risk

AUM

₹1,175 Cr

1Y Return

+9.4%

3Y CAGR

+8.3%

5Y CAGR

+6.5%

Expense

1.66%

Risk

Low

Aditya Birla Sun Life Credit Risk Fund
₹17.7-0.03%

1Y Return

+9.4%

3Y CAGR

+8.3%

5Y CAGR

+6.5%

Since Inception

+5.2%

AI Fund Analysis

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NAV History

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52-Week NAV Range

₹16.18
₹17.71

100% from 52W low

Fund Information

Credit RiskDebtSince 22-04-2015

Fund House

Aditya Birla Sun Life Mutual Fund

Category

Debt - Credit Risk

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Equity7.7%
Cash9.6%
Other0.7%

Market Cap Split

Top Holdings

43 stocks
Weight1M Change
1

National Bank For Agriculture And Rural Development

7.18%+13.3%
2

GMR Airports Limited

5.72%0.0%
3

JSW Energy Limited

4.22%0.0%
4

6.48% Gs 2035

3.87%+100.0%
5

Avanse Financial Services Limited

3.82%0.0%
6

Aditya Birla Real Estate Limited

3.82%0.0%
7

Jubilant Bevco Limited

3.69%0.0%
8

Net Receivables

3.14%0.0%
9

7.10% Gs 2034

3.05%0.0%
10

IKF Finance Limited

2.96%0.0%

Sector Allocation

Weight1M Change
Real Estate
3.0%0%
Utilities
2.4%0%
Financial Services
1.9%0%
Industrials
0.5%0%

Risk Metrics (3Y)

Sharpe Ratio

1.83

Cat avg: 0.94

Sortino Ratio

8.80

Cat avg: 3.51

Beta

0.94

Cat avg: 1.02

Std Deviation

2.20%

Cat avg: 2.70%

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
Aditya BSL Credit Risk Reg Bns1,1751.66+9.4%+8.3%+6.5%
HDFC Credit Risk Debt Qt IDCW-P6,8911.62+6.9%+7.5%+6.7%
ICICI Pru Credit Risk Bns5,9461.37+9.1%+7.6%+8.1%
SBI Credit Risk Fund Reg Dl IDCW2,1391.56+6.9%+7.5%+6.9%
Aditya BSL Credit Risk Reg IDCW-P1,1751.66+12.6%+10.4%+8.6%
Nippon India Credit Risk IDCW-P1,0591.48+7.8%+8.2%+8.4%
Kotak Credit Risk Reg Ann IDCW-P6911.71+7.8%+7.5%+5.8%
HSBC Credit Risk Reg Ann IDCW-P4811.64+16.6%+10.1%+8.0%
Axis Credit Risk Reg Mn IDCW-P3511.57+7.6%+7.7%+6.7%
UTI Credit Risk Reg Ann IDCW-P2521.64+6.1%+7.0%+9.3%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹1,175 Cr
Expense Ratio1.66%
Volatility (3Y)2.2%
Sharpe Ratio1.83
Sortino Ratio8.80
Beta0.94
Min SIP₹500
Min Lumpsum₹5,000
Holdings48

Risk-o-Meter

Low

Moderate

High

Very High

Rated as Low risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.