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Aditya BSL Credit Risk Fund - Direct Plan

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.

Suitability

This product is suitable for investors who are seeking

• Income with capital growth over short to medium term

• Investment in portfolio of corporate debt securities with short to medium term maturities across the credit spectrum within the investment grade

Fund Info

Scheme Class	Debt
Scheme Category	Credit Risk
Expense Ratio	0.67%
Min subscription	₹ 100

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 917
AMC AUM (in Crs.)	₹ 2,49,270
Min Addition Subscription	₹ 100

Benchmark Type

CRISIL Short Term Bond TR INR

Exit Load

Exit load of 3.0%, if redeemed between (0-1) years. Exit load of 2.0%, if redeemed between (1-2) years. Exit load of 1.0%, if redeemed between (2-3) years. No Exit load, if redeemed after 3 years.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Baroda BNP Paribas Credit Risk Fund - Direct Plan	1000	5000	8.75%
PGIM India Credit Risk Fund - Direct Plan	1000	1000	0.01%
Kotak Credit Risk Fund - Direct Plan	1000	1000	8.15%
UTI Credit Risk Fund - Direct Plan	1000	1000	8.09%

Top 10 Holdings

Company	Holding Type	Asset(%)
7.18% Govt Stock 2037	Bond - Gov't Treasury	10
7.18% Govt Stock 2033	Bond - Gov't Treasury	9
Century Textiles And Industried Limited	Bond - Corporate Bond	5
JSW Steel Limited	Bond - Corporate Bond	3
Hinduja Housing Finance Limited 8.85%	Bond - Corporate Bond	3
Piramal Capital & Housing Finance Limited	Bond - Corporate Bond	3
Ongc Petro Additions Limited 8.29%	Bond - Convertible	3
Nexus Select Trust Reits	Equity - REIT	3
Avanse Financial Services Limited 9.5221%	Bond - Corporate Bond	3
Godrej Industries Limited	Bond - Corporate Bond	3

Asset Allocation(%)

Asset	Percent
Bond - Corporate Bond	63
Bond - Gov't Treasury	23
Equity - REIT	3
Bond - Convertible	3
Cash - Collateral	2

Sector Allocation(%)

Sector	Percent
Bond - Corporate Bond	63
Bond - Gov't Treasury	23
Real Estate	3
Bond - Convertible	3
Cash - Collateral	2

Fund Manager

Sunaina Cunha

9+ years of experience

Mohit Sharma

4+ years of experience

Dhaval Joshi

1+ years of experience

Birla Sun Life Mutual Fund

AUM₹2,49,270 Cr

About

Aditya Birla Sun Life Mutual Funds is one of the best and biggest asset management companies in India. It has a strong presence across the financial industry and has more than 16,000 employees working under it.##They have four main visions that they aspire to achieve. The first being a leader in the mutual fund industry, rather than just being another competitor. The second is to be a role model by being the best in whatever they do. The third is to be a broad-based player to meet all the needs of their customers and the last is to become an integrated player to garner a competitive edge in the market.##Aditya Birla Sun Life Mutual Fund offers various mutual fund schemes across various categories and sub- categories. An investor can choose the particular fund he/she wants to invest in based on their financial goals.

care.mutualfunds@adityabirlacapital.com

Phone

1800 22 7000

Address

Aditya Birla Sun Life AMC Ltd,One World Centre, Tower 1, 17th Floor,Jupiter Mill Compound, 841, Senapati Bapat Marg,Elphinstone Road, Mumbai - 400 013

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m