Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan
(Erstwhile Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan )
Category: Debt: Corporate Bond
Launch Date: 03-03-1997
Asset Class: Fixed Income
Benchmark: Nifty Corporate Bond Index A-II
Expense Ratio: 0.51% As on ( 31-03-2025)
Status: Open Ended Schemes
Minimum Topup: 100.0
Total Assets: 24,570.26 Cr As on ( 31-03-2025)
Turn over:
NAV as on 30-04-2025
112.2689
-0.02 ( -0.0181% )
CAGR Since Inception
8.96%
Nifty Corporate Bond Index A-II 7.37%
Performance of Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan
Fund Managers

Kaustubh Gupta, Dhaval Joshi

Investment Objective

The scheme aims to generate current income and capital appreciation from a portfolio that invests 100% in debt and money market securities.

Returns Calculator for Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan 1.14 0.23 0.28 0.55 7.31 4.79
Debt: Corporate Bond - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
ABSL Corp Bond Gr Reg 03-03-1997 10.1 8.6 7.62 7.27 7.87
Franklin India Corp Debt Gr 23-06-1997 10.13 8.18 7.04 6.75 7.32
BARODA BNP PARIBAS Corporate Bond Fund Gr 08-11-2008 10.09 8.26 7.09 6.2 6.09
Nippon India Corp Bond Gr Gr 14-09-2000 10.08 8.45 7.62 7.2 7.43
Tata Corporate Bond Fund Reg Gr 29-11-2021 9.83 8.21 6.98 0.0 0.0
Axis Corporate Bond Fund Reg Growth 01-07-2017 9.81 8.13 7.24 7.1 0.0
HDFC Corp Bond Gr 01-06-2010 9.81 8.49 7.48 7.07 7.78
Invesco India Corp Bond Gr 02-08-2007 9.81 8.12 6.98 6.54 6.8
Kotak Corp Bond Reg Gr 21-09-2007 9.78 8.26 7.25 6.76 7.46
SBI Corp Bond Reg Gr 05-01-2019 9.73 8.01 7.0 6.42 0.0

Asset Allocation (%)

PORTFOLIO ANALYSIS of Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)

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