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Aditya Birla SL Credit Risk Fund

Growth
22.210.03% (+0.01)

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Aditya Birla SL Credit Risk Fund

Growth
DebtCredit Risk Fund
Mid-size FundAssets Under Mgmt: ₹ 935 Cr
Moderately High RiskPrinciple investment will be at moderately high risk
22.210.03% (+0.01)

Price Chart

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Returns
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DebtCredit Risk Fund
Mid-size FundAssets Under Mgmt: ₹ 935 Cr
Moderately High RiskPrinciple investment will be at moderately high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.678.012.94
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.138.165.87

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs2.00%
Nil upto 15% of units For remaining units 3% on or before 1Y 2% after 1Y but on or before 2Y 1% after 2Y but on or before 3Y Nil after 3Y
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 100
Initial: ₹ 100 Incremental: ₹ 100
BenchmarkBenchmark
CRISIL Credit Risk Debt Index

About Credit Risk Fund

Credit risk funds are the debt funds which majorly lend money to low rated companies. The companies have to pay higher interest for their low rating which makes the fund more riskier as compared to other debt funds.

Peers & Comparison

Comparing 3 mutual funds from 
DebtCredit Risk Fund

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Aditya Birla SL Credit Risk Fund12.87%9.46%8.66%
HDFC Credit Risk Debt Fund9.04%6.78%8.83%
ICICI Pru Credit Risk Fund9.43%7.54%8.91%
SBI Credit Risk Fund8.67%7.36%8.62%

Price Comparison

Compare Aditya Birla SL Credit Risk Fund with any MF, ETF, stock or index
Compare Aditya Birla SL Credit Risk Fund with any MF, ETF, stock or index
Aditya Birla SL Credit Risk Fund
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Oct 2024

ACTUAL
+1 moreFloating-rate DebtCash & EquivalentsREITs & InvITGovernment SecuritiesCorporate Debt0.33%7.41%7.69%8.17%19.60%56.80%

Mar 2024

Jun 2024

Sep 2024

Oct 2024

Tickertape Separator

Sector Distribution

+8 moreConstruction & EngineeringSpecialized FinanceInvestment Banking & BrokerageDiversified ChemicalsG-Sec31.39 %9.88 %10.63 %13.52 %14.98 %19.60 %

Mar 2024

Jun 2024

Sep 2024

Oct 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Oct 2421.61%21.98%22.23%22.16%19.56%19.60%
G-Sec as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Debt

Others

  • Constituent
    Holding Weight
    3M Change
  • Government of India (24/07/2037)
    Sovereign
    3M change : -0.14 %|Sovereign

    Holdings

    9.85 %

    -0.14 %
  • Government of India (14/08/2033)
    Sov
    3M change : -2.66 %|Sov

    Holdings

    6.76 %

    -2.66 %
  • 8.10% Century Textiles & Industries Limited (25/04/2026) **
    CRISIL AA
    3M change : -0.13 %|CRISIL AA

    Holdings

    5.33 %

    -0.13 %

AMC Profile

Aditya Birla Sun Life AMC Limited, is a joint venture between the Aditya Birla Group and the Sun Life Financial Inc. of Canada. The joint venture brings together Aditya Birla Group's experience in the Indian market and Sun Life's global experience.

  • No.of Schemes

    92

  • Total AUM

    ₹ 3,72,266.71 Cr.

Fund Manager Profile

Sunaina da Cunha

AUM:  ₹66,379.35 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 7yrs

Mohit Sharma

AUM:  ₹73,453.89 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 10yrs

Manager Performance (0)

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Tax Implications

Invested period < 2 years

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments from 1st April 2023)

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments before 1st April 2023)

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

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One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
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Opinions and Fund Reviews

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