Aditya Birla Sun Life Credit Risk Fund Regular Plan Growth
Medium
Risk
Debt
Other
+
6.90
%
6.90
%
3Y annualised
+
0.06
%
0.06
%
1D
1M
6M
1Y
3Y
All
Fund size
986
NAV:
Mar 7, 2024
18.6212
Sector
Tech
Type
Debt
Launched
Apr 2015
Min Investment
100
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
7.18% Govt Stock 2033
12.25
%
7.26% Govt Stock 2033
6.66
%
The Tata Power Company Limited
5.06
%
Century Textiles And Industried Limited
5.03
%
TATA Projects Limited
5.00
%
JM Financial Credit Solutions Limited
3.76
%
Steel Authority Of India Limited
3.05
%
Gic Housing Finance Limited
3.04
%
JSW Steel Limited
3.01
%
Hinduja Housing Finance Limited 8.85%
2.95
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 3.0% if redeemed within 1.0 Years, 0.0 % if redeemed after 3.0 Years.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Aditya Birla Sun Life Credit Risk Fund Regular Plan Growth
More details
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.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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One-time
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* Returns are calculated as per lifetime average per annum returns of the fund.
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Monthly SIP
One-time
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