Fund Overview
Aditya Birla Sun Life Credit Risk Fund is an is an open-ended debt scheme predominantly investing in AA and below rated corporate bonds. A relatively high interest rate risk and relatively high credit risk
Investment 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.
Why one can invest:
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If you are looking for a debt investment that can offer better yields than conventional debt investments, albeit at slightly higher risk levels
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If you are looking to invest in a portfolio of well evaluated, high yield corporate bonds
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If you are looking for suitable investment option for short to medium term (3 years or more)
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If you are also looking to build a diversified portfolio of corporate bonds across the credit spectrum, even with low minimum investments as little as Rs.100
Fund Details
CAGR
Latest NAV
(as on )
AUM
()
Inception Date
()
Risk
Investment Horizon
3 years or more
Annualized Benchmark Returns
Min Investment
Entry load
NIL
Exit load
15%
Total Expense Ratio (TER)
Sharp Ratio
Beta Ratio
Other Parameters
Standard Deviation
Modified Duration
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Yield to Maturity
-
Portfolio Turnover:
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Average Maturity
-
Macaulay Duration
-
Net Equity Exposure
-
Fund Managers
Mr. Mohit Sharma
Ms. Sunaina da Cunha
Mr. Dhaval Joshi
Riskometer
(An open ended debt scheme predominantly investing in AA and below rated corporate bonds)
This product is suitable for investors who are seeking
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Income with capital growth over short to medium term
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Investments in portfolio of corporate debt securities with short to medium term maturities, across the credit spectrum, and within the investment grade
*Investors should consult their financial advisers if in doubt whether the product is suitable for them