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  • Aditya Birla Sun Life Corporate Bond Fund

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NAV as of(Aug 30, 2021)

89.22 0.08 % 1-D Change

Returns since inception

Returns

8.93% p.a.

ETMONEYs Fund Report Card - Aditya Birla Sun Life Corporate Bond Fund

ETMONEY Rank

4

Out of 15

ranking

Performance Quality info

Excellentdrop-arrow

Generated returns consistently

5/5

Increased returns for each unit of additional risk info

5/5

Downside Protection info

Very Gooddrop-arrow

Controlled losses during market corrections

4/5

Delivered returns without frequent ups and downs

4/5

Minimum SIP amount is ₹

of every month

Please select SIP day

Minimum Lumpsum amount is ₹

This fund is non-buyable

This fund is no longer available to invest

This fund vs

  • Category Avg
  • Gold

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Scheme Details

About this Fund

Aditya Birla Sun Life Corporate Bond Fund Direct-Growth is a Corporate Bond mutual fund scheme from Aditya Birla Sun Life Mutual Fund. This fund has been in existence for 8 yrs 7 m, having been launched on 01/01/2013. Aditya Birla Sun Life Corporate Bond Fund Direct-Growth has ₹23,757 Crores worth of assets under management (AUM) as on 30/06/2021 and is medium-sized fund of its category. The fund has an expense ratio of 0.3%, which is close to what most other Corporate Bond funds charge..

  • Aditya Birla Sun Life Corporate Bond Fund Direct-Growth returns of last 1-year are 6.87%. Since launch, it has delivered 8.93% average annual returns. The fund has doubled the money invested in it every 8 yrs.
  • Aditya Birla Sun Life Corporate Bond Fund Direct-Growth schemes ability to deliver returns consistently is higher than most funds of its category. Its ability to control losses in a falling market is above average.
  • The funds credit profile is very high indicating it has lent to borrowers whose quality is excellent. Most funds in this category lend to better borrowers and hence the risk of default in this fund is higher than the category.
  • The funds top holdings are in Reliance Industries Ltd., GOI, Rural Electrification Corpn. Ltd., Housing Development Finance Corpn. Ltd., Larsen & Toubro Ltd..

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Investment Returns Calculator

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Total investment Invested

Profit

Current value of investment Current value

You would have earned ₹ 1,001 more by investing in ETMONEY Direct Plan

Total valueProfit
  • Absolute
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This fund

Category Average

Bank FD

Gold

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Latest Asset & Portfolio Allocation

as on Jul 31, 2021

  • Equity0%
  • Debt96.59%
  • Other3.41%

Top Stock Holdings

Bifurcation by Holding is not available for this fund

Allocation by Sector

Bifurcation by Sector is not available for this fund

Top Debt Holdings

Reliance Industries Ltd. 3.98%

Rural Electrification Corpn. Ltd. 2.96%

Housing Development Finance Corpn. Ltd. 2.94%

Allocation by Credit Quality

Allocation by Instruments

Non Convertible Debenture 22.19%

State Development Loan 10.88%

Comparison with corporate bond Funds

as on Aug 31, 2021

Lowest
0.36%

Highest
0.85%

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Trailing Returns and Ranks

as on Aug 31, 2021

PeriodTrailing returnsCategory averageRank within category
1 month0.57%0.6%13 / 19
3 months1.49%1.41%5 / 19
6 months3.75%3.52%6 / 18
1 year6.57%6.02%4 / 18
3 years9.42%8.83%5 / 15
5 years8.37%7.83%2 / 13

Riskometer

Level of Risk in the Scheme

Moderate

Investors understand that their principal will be at Moderate risk

Aditya Birla Sun Life Corporate Bond Fund

DEBT CORPORATE BOND

Investment objective

The scheme seeks to generate optimal returns with high liquidity through active management of the portfolio by investing in High Quality Debt and Money Market Instruments.

Performance Ratios

  • Std. Dev : 1.84
  • Alpha : 3.36
  • Beta : 0.63
  • Sharpe : 2.64
  • Sortino : 4.29

Fund Manager

  • Profile

    Kaustubh Gupta

    Mr. Gupta is a B.Com and a Chartered Accountant.

    Prior to joining Aditya Birla Sun Life AMC he has worked with ICICI Bank.

Aditya

Aditya Birla Sun Life Mutual Fund

TOTAL AUM:

₹ 2,75,904 Crs

As on Jun 30, 2021

  • Phone: 022-43568000 / 1800-270-7000 / 1800-22-7000
  • Address: One India Bulls Center - Tower 1,
    17th Floor - Jupiter Mills Compound,
    841 Senapati Bhawan, Elphinstone Road,
    Mumbai, 400013

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