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Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Credit Risk Fund - Direct Plan - Growth

★★★★★ 3rd-party

External rating

  • Source: Third-party data provider (Groww/CRISIL)
  • Original rating: 4/5, displayed as-is — TopFund does not modify third-party ratings
  • Refresh frequency: Whenever TopFund re-syncs this fund's data
  • Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria

Full rating methodology →

TopFund Score: 80/100 · Excellent

How this score is calculated

  • Star rating (35%)4/5
  • 3Y CAGR (30%)13.06%
  • Expense ratio (20%)0.8%
  • AUM (15%)₹1,600 Cr

Not investment advice — an analytical read of public fund data. Methodology →

Aditya Birla Sun Life Mutual Fund · Debt · Credit Risk

₹28.17

+0.0 (+0.0%)

AUM: ₹1,599 Cr

NAV updated 2 days ago

Plan

Direct

Option

Growth

Risk

Moderate to High

Expense Ratio

0.8%

Exit Load

Exit load of 1%, if redeemed within 1 Year.

Fund Manager

Maneesh Dangi, Sunaina da Cunha

Inception

Apr 2015

Benchmark

CRISIL Credit Risk Debt B-II Index

Sharpe Ratio

1.76

Std Dev (1Y)

3.61%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

+0.31%

3m

+1.81%

6m

+5.04%

1y

+12.49%

3y

+13.06%

5y

+10.87%

10y

+9.31%

since inception

+9.47%

TopFund's Take on Aditya Birla Sun Life Credit Risk Fund - Direct Plan - Growth

Aditya Birla Sun Life Credit Risk Fund - Direct Plan - Growth ranks among the stronger performers in the Credit Risk category, backed by a 4-star rating. Consistent 3-year performance combined with a strong rating makes this one of the more credible options in its space. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 80/100.

Cost: At 0.8%, the expense ratio runs 18% above the Credit Risk category average of 0.68%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a strong Sharpe ratio of 1.76 — the fund has generated solid returns relative to the volatility it exposed investors to. Separately, annualised volatility of 3.61% is on the lower side for a Credit Risk fund, suggesting a comparatively smoother ride.

Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Debt fund.

This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.

Sector Allocation

Asset Allocation

Debenture 51.05%
Non Convertible Debenture 15.99%
Bonds 7.81%
Infrastructure Investment Trust 5.76%
Bonds/Debentures 3.71%
Repo 3.66%
State Development Loan 3.40%
GOI Securities 3.13%
Net Receivables 2.92%
Real Estate Investment Trusts 2.32%
Alternative Investment Fund 0.27%

Frequently Asked Questions about Aditya Birla Sun Life Credit Risk Fund - Direct Plan - Growth

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

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