Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Bonus

Open Ended Schemes(Debt Scheme - Credit Risk Fund)Moderately High Risk★★★★★ISIN INF209KA1K70

NAV · 23-May-2023

₹17.7004

+0.73%

+3.65%

1Y (CAGR)

+9.39%

3Y (CAGR)

+8.28%

5Y (CAGR)

+6.48%

Since inception (CAGR)

+7.30%

NAV history

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Risk & SIP analytics

Q2 · 3Y in category

Volatility (3y)

1.79%

Downside dev (3y)

1.14%

Max drawdown (3y)

-0.8%

Sharpe (3y)

0.99

SIP XIRR (3y)

+7.37%

SIP XIRR (5y)

+6.92%

Calendar-year returns

2017 +8.1%2018 +6.6%2019 +2.1%2020 +9.4%2021 +6.4%2022 +7.1%

Fund facts

Fund managerSunaina Cunha · Mohit Sharma

AUM₹13,909 Cr

TER · AMFI officialDirect 0.79% · Regular 1.59% (2026-06-30)

Launch date30-Mar-2015

Plan typeOpen Ended · Debt

Min lumpsumRs. 5000 and in multiples of re. 1/-

Lock-inNone

Volatility4.71

AMCAditya Birla Sun Life AMC Limited

Objective · The investment objective of the Scheme is to generate returns by predominantly investing in a portfolio of corporate debt securities with short to medium term maturities across the credit spectrum within the investment grade. The Scheme does not guarantee/indicate any returns. There can be no assurance that the Schemes' objectives will be achieved.

scheme documents ↗