info

Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.

Aditya Birla Sun Life Mutual Fund

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

★★★★★ monitor_heart Health Score: 73/100 · Good

Aditya Birla Sun Life Mutual Fund · Debt · Credit Risk Fund

₹27.85

+0.0 (+0.01%) trending_up

AUM: ₹1,390 Cr

NAV updated about 1 month ago

Plan

Direct

Option

Growth

Risk

Moderate to High

Expense Ratio

0.79%

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

1.86

Std Dev (1Y)

3.8%

Historical Returns (CAGR)

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

1m

+1.29%

3m

+2.6%

6m

+7.63%

1y

+12.78%

3y

+12.88%

5y

+10.77%

10y

+9.46%

since inception

+9.49%

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

Aditya Birla Sun Life Credit Risk Fund - Direct Plan - Growth holds up reasonably well within the Credit Risk Fund category, currently carrying a 3-star rating. It has delivered steady, if unspectacular, returns over a full market cycle. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 73/100.

Cost: At 0.79%, the expense ratio runs 13% above the Credit Risk Fund category average of 0.7%. 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 1.86 — the fund has generated solid returns relative to the volatility it exposed investors to. Separately, annualised volatility of 3.8% is on the lower side, 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.

donut_small Sector Allocation

pie_chart Asset Allocation

Debenture 46.34%
Bonds 12.86%
Non Convertible Debenture 11.61%
Reverse Repo 9.14%
GOI Securities 5.97%
Infrastructure Investment Trust 4.56%
State Development Loan 3.88%
Net Receivables 2.86%
Real Estate Investment Trusts 2.53%
Alternative Investment Fund 0.25%

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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