Aditya Birla Sun Life Corporate Bond Fund Overview

Mutual Fund

Aditya Birla Sun Life Corporate Bond Fund is an open ended debt mutual fund under corporate bond category. Previously, this fund was named Aditya Birla Sun Life Short Term Fund. The investment objective of Aditya Birla Sun Life Corporate Bond Fund is to yield optimal return by investing in a portfolio of money market and debt securities which are of high quality.

Aditya Birla Sun Life Corporate Bond Fund was launched on May 3, 1997. The minimum investment in this fund is Rs. 1000. You can invest in Aditya Birla Sun Life Corporate Bond Fund sip plan or lump-sum plan.

Aditya Birla Sun Life Corporate Bond Fund Facts

  • Aditya Birla Sun Life Corporate Bond Fund portfolio allocation includes AA+ and above rated corporate bonds and other government securities.
  • Aditya Birla Sun Life Corporate Bond Fund growth regular scheme has been successful in generating return of 7.82% and 8.68% for the last 3 year and 5 year respectively.
  • You can invest online in mutual fund scheme of Aditya Birla Sun Life Corporate Bond Fund which is very easy and simple.
  • Investors can easily invest in Aditya Birla Sun Life Corporate Bond Fund growth regular scheme in order to earn optimal returns with medium to short term investment period.  

Top 10 Sectors of Aditya Birla Sun Life Corporate Bond Fund

S.No.

Holding Name

Net Assets (in %)

1

Financials

63.6

2

Miscellaneous

10.4

3

Oil & Gas 

7.2

4

Power Utilities

6.7

5

Consumer Services

6.3

6

Automobiles

2.5

7

Infra & Cpns

2.5

8

Unknown

0.5

9

Metals & Mining

0.3

10

SOV

0.1

(as on 18/04/2019)

Top 10 Holdings of Aditya Birla Sun Life Corporate Bond Fund

S.No.

Holding Name

Net Assets (in %)

1

7.68% ONGC Petro Additions Limited (18/05/2020) 

4.91

2

Net Receivables / (Payables)

2.89

3

Rent-A-Device Trust (28/12/2020) 

2.69

4

8.20% Power Finance Corporation Limited (14/09/2020) 

2.68

5

6.98% National Bank For Agriculture and Rural Development (30/09/2020) 

2.52

6

8.30% Reliance Industries Limited (08/03/2022)

2.48

7

9.30% Fullerton India Credit Company Limited (15/03/2021) 

2.44

8

9.57% NRSS XXIX TRANSMISSION Limited (28/11/2028) 

2.35

9

9.34% Mahindra & Mahindra Financial Services Limited (17/03/2020) 

2.33

10

7.90% Tata Sons Private Limited (01/03/2020) 

2.29

(as on 18/04/2019)

Aditya Birla Sun Life Corporate Bond Fund Details

Launch Date- March 03, 1997

Fund Manager- Mr. Maneesh Dangi, Mr. Kaustubh Gupta

Risk- Moderately Low

Benchmark- CRISILShort TermBond Index

Return Since Launch- 9.31%

AUM- Rs. 14963.02 crore (as on 31st Mar, 2019)

Following is the performance of Aditya Birla Sun Life Corporate Bond Fund-

 

1-Year

3-Year

5-Year

10-Year

Fund

7.83

7.82

8.68

8.03

VR Bond

6.62

6.54

7.74

6.76

Category

6.47

6.94

7.89

7.23

Rank within Category

3

3

Number of funds in category

17

16

As on Apr 18, 2019

 

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