Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Corporate Bond Fund

Aditya Birla Sun Life Credit Risk Fund

(An open ended debt scheme predominantly investing in AA and below rated corporate bonds.)

This fund invests in Corporate Bonds & other structured credit exclusively to generate higher returns from interest accrual
Aditya Birla Sun Life Corporate Bond Fund

Investment Objective

Objective of the scheme is to generate income by investing in corporate debt securities of short to medium term maturities, by taking the benefit of mispriced credit opportunities

This product is suitable for investors who are seeking

  • Income with capital growth over medium term
  • Investments in portfolio of corporate debt securities with short to medium term maturities, across the credit spectrum, and within the investment grade

Fund Details

  • Fund Type - Open-Ended
  • Class - Debt
  • Category - Credit Risk
  • Min Investment - Rs. 1000/-
  • Fund Manager - Mr. Maneesh Dangi & Ms. Sunaina da Cunha
  • Latest NAV - 13.207 (as on 13-Aug-2018)
  • Inception Date - Apr 16, 2015
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Fund Performance

Trailing Return

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Funds are bucketed on various parameters with respect to other funds in their category.
*Annualized returns are displayed for 1 year and above.

Annualized Returns

Fund Management

  • Mr. Maneesh Dangi

    Total Experience : 15 years

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    Maneesh has over 10 years of experience in Finance & Research. Prior to joining ABSLAMC he worked with Pioneer Investcorp as a head of fixed-income investment consultancy and merchant banking division.
  • Sunaina DaCunha
    Ms. Sunaina da Cunha

    Total Experience : 11 years

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    Sunaina has over 7 years of experience. Prior to joining BSLAMC, she worked with Aditya Birla Management Corporation Ltd.
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Different plans shall have a different expense structure. The performance details provided herein are of (regular / direct) plan.

Portfolio and Sector Holdings

Top 10 Holdings (As on 30.06.2018)

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Issuer % to Net Assets
Top 10 Sector Holdings Chart

Fund Summary

Entry Load
Exit Load
Load Comments
NIL
In respect of each purchase / switch-in of Units, upto 15% of the units may be redeemed / switched-out without any exit load from the date of allotment. Any redemption in excess of the above limit shall be subject to the following exit load:
1% : For redemption / switch-out of units within 365 days from the date of allotment ;
NIL: For redemption / switch-out of units after 365 days from the date of allotment (% of applicable NAV)
**Exit Load is NIL for units issued in Dividend Reinvestment.

Highlights

  • Income with capital growth over short to medium term
  • Investments in corporate debt securities with short to medium term maturities
  • Strong credit evaluation and monitoring

Take advantage of both high returns and high liquidity

In the background of falling interest rates, traditional fixed income investments like bank fixed deposit are no longer attractive. In such a scenario, it is prudent to change your strategy and rebalance your portfolio of debt investments. You can do this by increasing allocation to accrual funds that predominantly invests in corporate bonds and debentures. This would help you benefit from relatively high returns with low short term risk. You get this benefit in the Aditya Birla Sun Life Corporate Bond Fund which can help you manage your short and medium term financial goals.

Discipline

The fund predominantly invests in corporate debt securities with mixed credit ratings. But in order to maintain liquidity and avoid any default risk, it allocates some of its corpus in highly rated papers. The fund also carefully manages the interest rate risk by altering the portfolio according to the interest rate scenario.

Aditya Birla Sun Life Credit Risk Fund

(An Open ended Income Scheme)

This product is suitable for investors who are seeking*

  • Income with capital growth over short term
  • Investments in portfolio of corporate debt securities with short to medium term maturities, across the credit spectrum, and within the investment grade

 

 * We recommend Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Moderate
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  • Product Brochure

Disclaimer

For further details on the Scheme, refer Scheme Information Document and Key Information Memorandum.

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