Aditya Birla Sun Life Credit Risk Fund
Credit
Debt
India High Yield Credit
Others
Aggressive growth
Investor Profile1–3 yearsInvestment Horizon
HNI, UHNI, Retail Investor, Mass AffluentTarget Segments
SEBI registered equity mutual fund suitable for all investor categoriesRegulatory Fit
Aditya Birla Sun Life Credit Risk Fund Growth invests in high-yield bonds for better returns with higher credit risk.
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Fund Performance
9.8% AnnuallyAlpha
+8.4% vs +9.9% benchmarkSince Inception
+12.2% vs +6.0% benchmark3Y Annualized
+10.0% vs +6.3% benchmark5Y Annualized
Aditya Birla Sun Life Credit Risk Fund
Benchmark Index
Benchmark Performance Comparison
Aditya Birla Sun Life Credit Risk Fund
FD Returns
Risk Profile
Standard Deviation3.7%
Sharpe Ratio2.40
Beta-0.39
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
6.79% Govt Stock 2034Utilities5.68%
JSW Steel LimitedUtilities5.55%
Aditya Birla Real Estate LimitedUtilities4.55%
7.18% Govt Stock 2037Utilities3.66%
Narayana Hrudayalaya LimitedUtilities3.06%
Jubilant Bevco LimitedUtilities3.05%
Sis LimitedUtilities3.03%
Vedanta LimitedUtilities3.02%
JSW Energy LimitedUtilities3.02%
360 One Prime LimitedUtilities3.02%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.54%
Exit Load3
Regulatory & Tax Information
INF209KA1K47
ISINDailyDealing Frequency
CRISIL Short Term Bond TR INRBenchmark
Capital Gain Tax | Taxed as per Income Tax Slab
Tax Implications (India)