Aditya Birla Sun Life Credit Risk Fund - Direct Plan has delivered 43.53% absolute return over the last 5 years.
The average return for Credit Risk funds is 30.43% .
This fund ranks #3 in its category based on 5-year returns.
The largest portfolio holding is GOVERNMENT OF INDIA 11 05 2036 with a portfolio weight of 6.07% .
The fund currently owns more than 59 stocks.
The top 10 holdings account for 37.79% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 19.43% | 0.03% |
| 2 Year Return | 44.80% | 6.87% |
| 3 Year Return | 63.95% | 14.06% |
| 4 Year Return | 83.39% | 22.10% |
| 5 Year Return | 100.38% | 30.43% |
| 6 Year Return | 119.92% | 39.86% |
| 7 Year Return | 160.78% | 50.35% |
| Expense Ratio | 0.67% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
6.07%
|
||
| 2 |
4.69%
|
||
| 3 |
4.60%
|
||
| 4 |
3.67%
|
||
| 5 |
3.47%
|
||
| 6 |
3.17%
|
||
| 7 |
3.17%
|
||
| 8 |
3.12%
|
||
| 9 |
3.02%
|
||
| 10 |
2.82%
|
||
| 11 |
2.20%
|
||
| 12 |
2.18%
|
AMC: BirlaSunLife
Category: Debt • Credit Risk
Launch Date: 30 Mar 2015
Fund Manager: Ms. Sunaina Da Cunha
Minimum Purchase: ₹100
Exit Load: For redemption / switch-out of units on or before 1 year from the date of allotment: 1.00% of applicable NAV. For redemption / switch-out of units after 1 year: NIL.
Lock-in: 1
Risk: Low Risk
Aditya Birla Sun Life Credit Risk Fund - Direct Plan is managed by BirlaSunLife and belongs to the Debt category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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