Aditya Birla Sun Life Credit Risk Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Credit Opportunities
Benchmark Type
Crisil AA Short-Term Bond Inde
Scheme AUM (in Crs.)
₹ 7409.21
Expense Ratio
0.69%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 249270
Min Subscription
₹ 5000
Min Addition Subscription
₹ 0
Performance
Comparison
Portfolio
Details
Analysis
13.7729
(0.02 %)
NAV as on 2018-11-16
Returns
Fund
Aditya Birla Sun Life Credit Risk Fund - Direct Plan
1 Year
6.39%
3 Year
9.13%
AMC Details
amc launch date
Launch Date
23 Dec 1994
amc sponsor
Sponsor
NA
amc email
Email
connect@birlasunlife.com
amc phone
Phone
022 - 43568000
amc address
Address
One India Bulls Centre ,Tower 1, 17th Flr, Jupiter Mill Compound, 841, S.B. Marg, Elphinstone Road Mumbai 400013
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
For units in excess of 15% of the investment, 1% will be charged for redemption within 365 days.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The scheme seeks 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.
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
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,113
Portfolio Value
113
Total Returns