Table of Contents
- Aditya Birla Sun Life Credit Risk Fund Performance Analysis +
- Fund Performance Snapshot (Regular Plan)
- Fund Performance Analysis
- Fund Performance vs Category Average
- Fund Expected Return
- Top Performing Peers of Aditya Birla Sun Life Credit Risk Fund
- Fund Performance Snapshot (Direct Plan)
- Fund Performance Regular vs Direct Plan
- Credit Risk Fund Category Performance Analysis +
- Aditya Birla Sun Life Credit Risk Fund Fund Advanced Return Analysis +
- Aditya Birla Sun Life Credit Risk Fund Information
Aditya Birla Sun Life Credit Risk Fund
Previously Known As : Aditya Birla Sun Life Corporate Bond Fund
| Fund Name | NAV Date | NAV | Rupee Change | Percent Change |
|---|---|---|---|---|
| Aditya Birla Sun Life Credit Risk Fund - Regular - IDCW | 07/Dec/2022 | 11.2532 |
-0.0021
|
-0.0187%
|
| Aditya Birla Sun Life Credit Risk Fund - Direct - IDCW | 07/Dec/2022 | 12.0697 |
-0.0019
|
-0.0157%
|
| Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth | 07/Dec/2022 | 17.1036 |
-0.0032
|
-0.0187%
|
| Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Bonus | 07/Dec/2022 | 17.1248 |
-0.0032
|
-0.0187%
|
| Aditya Birla Sun Life Credit Risk Fund - Direct Plan - Bonus | 07/Dec/2022 | 18.3251 |
-0.0030
|
-0.0164%
|
| Aditya Birla Sun Life Credit Risk Fund - Direct Plan - Growth | 07/Dec/2022 | 18.3259 |
-0.0030
|
-0.0164%
|
Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.
Fund Performance Analysis
Aditya Birla Sun Life Credit Risk Fund Performance Snapshot (Regular Plan)
| KPIs* | Fund | Cat. Avg | Better Than Cat. Avg | In 1st Quartile | In 4th Quartile | Rank (In Cat.) | Min / Max |
|---|---|---|---|---|---|---|---|
| 1M Return % |
0.73
|
0.76
|
No
|
No
|
No
|
9/15 | 0.47 / 1.04 |
| 1M Rolling Return % |
0.39
|
0.32
|
Yes
|
Yes
|
No
|
3/16 | 0.16 / 0.44 |
| 3M Return % |
1.33
|
1.21
|
Yes
|
No
|
No
|
6/15 | 0.71 / 1.75 |
| 3M Rolling Return % |
1.08
|
0.96
|
Yes
|
No
|
No
|
6/16 | 0.50 / 1.40 |
| 6M Return % |
5.85
|
3.20
|
Yes
|
Yes
|
No
|
1/15 | 2.44 / 5.85 |
| 6M Rolling Return % |
2.50
|
2.21
|
Yes
|
Yes
|
No
|
4/16 | 0.22 / 7.15 |
| 1Y Return % |
6.95
|
13.49
|
No
|
Yes
|
No
|
3/15 | 0.69 / 142.76 |
| 1Y Rolling Return % |
6.94
|
8.49
|
No
|
No
|
No
|
8/16 | 3.41 / 14.93 |
| 3Y Return % |
7.61
|
5.85
|
Yes
|
Yes
|
No
|
3/15 | -3.04 / 13.74 |
| 3Y Rolling Return % |
6.04
|
2.54
|
Yes
|
No
|
No
|
8/16 | -30.48 / 8.46 |
| 5Y Return % |
6.17
|
4.18
|
Yes
|
No
|
No
|
6/15 | -4.22 / 7.35 |
| Standard Deviation |
3.15
|
8.93
|
Yes
|
No
|
No
|
7/16 | 1.62 / 72.72 |
| Semi Deviation |
2.37
|
5.54
|
Yes
|
No
|
No
|
8/16 | 1.16 / 36.00 |
| Max Drawdown |
-3.52
|
-11.76
|
Yes
|
No
|
No
|
7/16 | -72.42 / -0.65 |
| VaR 1 Y |
-2.26
|
-5.86
|
Yes
|
No
|
No
|
8/16 | -29.27 / -0.20 |
| Average Drawdown |
-1.36
|
-8.58
|
Yes
|
No
|
No
|
6/16 | -72.42 / -0.33 |
| Sharpe Ratio |
0.46
|
0.25
|
Yes
|
No
|
No
|
5/16 | -0.64 / 1.77 |
| Sterling Ratio |
0.44
|
0.32
|
Yes
|
No
|
No
|
5/16 | -0.09 / 0.70 |
| Sortino Ratio |
0.19
|
0.16
|
Yes
|
No
|
No
|
6/16 | -0.22 / 1.08 |
| Jensen Alpha |
-4.14
|
3.16
|
No
|
No
|
Yes
|
9/9 | -4.14 / 16.57 |
| Treynor Ratio |
0.01
|
-0.02
|
Yes
|
No
|
No
|
6/9 | -0.26 / 0.03 |
| Modigliani Square measure |
2.66
|
3.32
|
No
|
No
|
No
|
5/9 | -0.12 / 7.31 |
| Active Return |
-0.02
|
-0.00
|
No
|
No
|
Yes
|
7/9 | -0.09 / 0.11 |
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators
Aditya Birla Sun Life Credit Risk Fund Performance Analysis
Aditya Birla Sun Life Credit Risk Fund Performance vs Category Average
All parametrs are in percentage
Top Performing Peers of Aditya Birla Sun Life Credit Risk Fund
Top Performing Funds in Credit Risk Fund Category
| Fund Name | Category Rank | Analysis | 1Y Return | 3Y Return | Max Drawdown | VaR 1Y 95% | Sharpe Ratio | Sortino Ratio | Hurst Index |
|---|---|---|---|---|---|---|---|---|---|
|
Aditya Birla Sun Life Credit Risk Fund |
4 | The Aditya Birla Sun Life Credit Risk Fund is a Credit Risk Fund. In the Credit Risk Fund category there are 15 funds. The fund has five KPIs that are in top quartile. The fund has 22% of the KPIs that are in top quartile. The fund has two KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Aditya Birla Sun Life Credit Risk Fund performance snapshot section. | 6.95% | 7.61% | -3.52% | -2.26% | 0.46 | 0.19 | 0.49 |
|
Hdfc Credit Risk Debt Fund |
2 | The Hdfc Credit Risk Debt Fund is a Credit Risk Fund. In the Credit Risk Fund category there are 15 funds. The fund has 11 KPIs that are in top quartile. The fund has 48% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Hdfc Credit Risk Debt Fund performance snapshot section. | 3.49% | 7.07% | -2.14% | -0.64% | 1.13 | 0.54 | 0.47 |
|
Icici Prudential Credit Risk Fund |
1 | The Icici Prudential Credit Risk Fund is a Credit Risk Fund. In the Credit Risk Fund category there are 15 funds. The fund has 18 KPIs that are in top quartile. The fund has 78% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Icici Prudential Credit Risk Fund performance snapshot section. | 4.88% | 7.07% | -0.65% | -0.20% | 1.77 | 1.08 | 0.39 |
|
Sbi Credit Risk Fund |
3 | The Sbi Credit Risk Fund is a Credit Risk Fund. In the Credit Risk Fund category there are 15 funds. The fund has ten KPIs that are in top quartile. The fund has 43% of the KPIs that are in top quartile. The fund has two KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Sbi Credit Risk Fund performance snapshot section. | 3.98% | 6.33% | -1.15% | -1.14% | 0.80 | 0.37 | 0.41 |
Aditya Birla Sun Life Credit Risk Fund Performance Snapshot (Direct Plan)
| KPIs | Fund | Cat. Avg | Better Than Cat. Avg | In 1st Quartile | In 4th Quartile | Rank (In Cat.) | Min / Max |
|---|---|---|---|---|---|---|---|
| 1M Return % |
0.80
|
0.82
|
No
|
No
|
No
|
8/15 | 0.49 / 1.04 |
| 1M Rolling Return % |
0.46
|
0.38
|
Yes
|
Yes
|
No
|
2/16 | 0.14 / 0.47 |
| 3M Return % |
1.55
|
1.39
|
Yes
|
Yes
|
No
|
4/15 | 0.96 / 1.75 |
| 3M Rolling Return % |
1.30
|
1.07
|
Yes
|
No
|
No
|
5/16 | -0.04 / 1.48 |
| 6M Return % |
6.30
|
3.58
|
Yes
|
Yes
|
No
|
1/15 | 2.50 / 6.30 |
| 6M Rolling Return % |
2.89
|
2.26
|
Yes
|
Yes
|
No
|
3/16 | 0.37 / 7.30 |
| 1Y Return % |
7.91
|
13.90
|
No
|
Yes
|
No
|
3/15 | 1.11 / 143.44 |
| 1Y Rolling Return % |
7.90
|
9.16
|
No
|
No
|
No
|
8/16 | 4.64 / 15.84 |
| 3Y Return % |
8.52
|
6.50
|
Yes
|
Yes
|
No
|
3/15 | -2.29 / 14.06 |
| 3Y Rolling Return % |
6.97
|
3.26
|
Yes
|
No
|
No
|
8/16 | -30.29 / 9.19 |
| 5Y Return % |
7.13
|
4.91
|
Yes
|
Yes
|
No
|
4/15 | -3.98 / 8.12 |
| Standard Deviation |
3.15
|
8.93
|
Yes
|
No
|
No
|
7/16 | 1.62 / 72.72 |
| Semi Deviation |
2.37
|
5.54
|
Yes
|
No
|
No
|
8/16 | 1.16 / 36.00 |
| Max Drawdown |
-3.52
|
-11.76
|
Yes
|
No
|
No
|
7/16 | -72.42 / -0.65 |
| VaR 1 Y |
-2.26
|
-5.86
|
Yes
|
No
|
No
|
8/16 | -29.27 / -0.20 |
| Average Drawdown |
-1.36
|
-8.58
|
Yes
|
No
|
No
|
6/16 | -72.42 / -0.33 |
| Sharpe Ratio |
0.46
|
0.25
|
Yes
|
No
|
No
|
5/16 | -0.64 / 1.77 |
| Sterling Ratio |
0.44
|
0.32
|
Yes
|
No
|
No
|
5/16 | -0.09 / 0.70 |
| Sortino Ratio |
0.19
|
0.16
|
Yes
|
No
|
No
|
6/16 | -0.22 / 1.08 |
| Jensen Alpha |
-4.14
|
3.16
|
No
|
No
|
Yes
|
9/9 | -4.14 / 16.57 |
| Treynor Ratio |
0.01
|
-0.02
|
Yes
|
No
|
No
|
6/9 | -0.26 / 0.03 |
| Modigliani Square measure |
2.66
|
3.32
|
No
|
No
|
No
|
5/9 | -0.12 / 7.31 |
| Active Return |
-0.02
|
-0.00
|
No
|
No
|
Yes
|
7/9 | -0.09 / 0.11 |
Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators
Aditya Birla Sun Life Credit Risk Fund Regular vs Direct Plan Performance
| Parameters | Regular Plan | Direct Plan |
|---|---|---|
| 1M Return % | 0.73% | 0.80% |
| 1M Rolling Return % | 0.39% | 0.46% |
| 3M Return % | 1.33% | 1.55% |
| 3M Rolling Return % | 1.08% | 1.30% |
| 6M Return % | 5.85% | 6.30% |
| 6M Rolling Return % | 2.50% | 2.89% |
| 1Y Return % | 6.95% | 7.91% |
| 1Y Rolling Return % | 6.94% | 7.90% |
| 3Y Return % | 7.61% | 8.52% |
| 3Y Rolling Return % | 6.04% | 6.97% |
| 5Y Return % | 6.17% | 7.13% |
| Standard Deviation | 3.15% | 3.15% |
| Semi Deviation | 2.37% | 2.37% |
| Max Drawdown | -3.52% | -3.52% |
| VaR 1 Y | -2.26% | -2.26% |
| Average Drawdown | -1.36% | -1.36% |
| Sharpe Ratio | 0.46% | 0.46% |
| Sterling Ratio | 0.44% | 0.44% |
| Sortino Ratio | 0.19% | 0.19% |
| Jensen Alpha | -4.14% | -4.14% |
| Treynor Ratio | 0.01% | 0.01% |
| Modigliani Square measure | 2.66% | 2.66% |
| Active Return | -0.02% | -0.02% |
Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.
Annulized ReturnsAditya Birla Sun Life Credit Risk Fund Expected Return
| Investment Period | Mini. Possible Return in Investment Period |
Max. Possible Return in Investment Period |
Expected Return in Investment Period |
Loss Probability in Investment Period |
|---|---|---|---|---|
| 10 Year | 8.16% | 10.32% | 9.32% | 0.00% |
| One Year | 2.96% | 19.59% | 9.25% | 0.00% |
| Three Year | 4.60% | 12.75% | 9.06% | 0.00% |
| Five Year | 6.15% | 10.70% | 9.33% | 0.00% |
| Seven Year | 7.97% | 10.62% | 9.43% | 0.00% |
Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.
Annulized ReturnsCredit Risk Fund Category Performance Analysis
Return Chart (Regular Plan)
| Fund Name | 1D Return | 1W Return | 1M Return | 3M Return | 6M Return | 1Y Return | 3Y Return | 5Y Return | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Kotak Credit Risk Fund |
0.03
|
1 |
0.12
|
4 |
0.74
|
7 |
0.71
|
15 |
2.44
|
15 |
0.69
|
15 |
4.33
|
12 |
5.51
|
9 |
| Icici Prudential Credit Risk Fund |
0.00
|
2 |
0.22
|
1 |
0.88
|
3 |
1.34
|
4 |
3.63
|
2 |
4.88
|
5 |
7.07
|
4 |
7.35
|
1 |
| Hdfc Credit Risk Debt Fund |
-0.00
|
3 |
0.12
|
6 |
0.73
|
8 |
1.06
|
11 |
3.37
|
5 |
3.49
|
11 |
7.07
|
5 |
6.94
|
2 |
| Baroda Bnp Paribas Credit Risk Fund |
-0.00
|
4 |
0.06
|
15 |
0.71
|
11 |
1.50
|
2 |
3.51
|
3 |
4.50
|
6 |
8.42
|
2 |
6.60
|
3 |
| Bank Of India Credit Risk Fund |
-0.00
|
5 |
0.06
|
14 |
0.47
|
15 |
0.93
|
14 |
2.53
|
12 |
142.76
|
1 |
13.74
|
1 |
-4.22
|
15 |
| Sbi Credit Risk Fund |
-0.01
|
6 |
0.12
|
5 |
0.66
|
14 |
1.31
|
7 |
3.18
|
8 |
3.98
|
7 |
6.33
|
7 |
6.20
|
5 |
| Franklin India Credit Risk Fund |
-0.01
|
7 |
0.15
|
2 |
1.04
|
1 |
1.75
|
1 |
2.50
|
13 |
6.73
|
4 |
6.76
|
6 |
6.41
|
4 |
| Nippon India Credit Risk Fund |
-0.01
|
8 |
0.09
|
11 |
0.70
|
13 |
1.33
|
5 |
3.35
|
6 |
3.84
|
9 |
3.61
|
14 |
3.62
|
10 |
| Uti Credit Risk Fund |
-0.02
|
9 |
0.09
|
13 |
0.86
|
4 |
1.39
|
3 |
2.98
|
10 |
3.77
|
10 |
-3.04
|
15 |
-1.83
|
14 |
| Aditya Birla Sun Life Credit Risk Fund |
-0.02
|
10 |
0.11
|
7 |
0.73
|
9 |
1.33
|
6 |
5.85
|
1 |
6.95
|
3 |
7.61
|
3 |
6.17
|
6 |
| Axis Credit Risk Fund |
-0.02
|
11 |
0.13
|
3 |
0.71
|
12 |
1.13
|
10 |
3.20
|
7 |
3.85
|
8 |
6.08
|
8 |
5.58
|
7 |
| Dsp Credit Risk Fund |
-0.03
|
12 |
0.11
|
8 |
0.72
|
10 |
0.95
|
12 |
2.55
|
11 |
8.92
|
2 |
5.62
|
9 |
3.56
|
11 |
| Invesco India Credit Risk Fund |
-0.03
|
13 |
0.09
|
10 |
0.74
|
6 |
0.93
|
13 |
2.47
|
14 |
1.98
|
14 |
4.29
|
13 |
2.36
|
13 |
| Idfc Credit Risk Fund |
-0.04
|
14 |
0.10
|
9 |
0.83
|
5 |
1.18
|
9 |
3.12
|
9 |
2.83
|
13 |
4.88
|
11 |
5.57
|
8 |
| Idbi Credit Risk Fund |
-0.04
|
15 |
0.09
|
12 |
0.92
|
2 |
1.27
|
8 |
3.40
|
4 |
3.24
|
12 |
5.03
|
10 |
2.89
|
12 |
| L&T Credit Risk Fund |
|
|
|
|
|
|
|
|
||||||||
| Fund Name | 1D Return | 1W Return | 1M Return | 3M Return | 6M Return | 1Y Return | 3Y Return | 5Y Return | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
|
Kotak Credit Risk Fund |
0.04
|
1 |
0.14
|
4 |
0.82
|
7 |
0.96
|
15 |
2.94
|
13 |
1.68
|
14 |
5.38
|
12 |
6.52
|
8 |
|
Icici Prudential Credit Risk Fund |
0.00
|
2 |
0.23
|
1 |
0.93
|
3 |
1.51
|
5 |
3.98
|
2 |
5.57
|
4 |
7.78
|
4 |
8.12
|
1 |
|
Hdfc Credit Risk Debt Fund |
-0.00
|
3 |
0.13
|
6 |
0.78
|
10 |
1.22
|
12 |
3.69
|
5 |
4.16
|
10 |
7.66
|
5 |
7.56
|
2 |
|
Baroda Bnp Paribas Credit Risk Fund |
-0.00
|
4 |
0.07
|
14 |
0.78
|
9 |
1.73
|
2 |
3.95
|
3 |
5.36
|
5 |
9.23
|
2 |
7.48
|
3 |
|
Bank Of India Credit Risk Fund |
-0.00
|
5 |
0.07
|
15 |
0.49
|
15 |
1.00
|
14 |
2.68
|
14 |
143.44
|
1 |
14.06
|
1 |
-3.98
|
15 |
|
Sbi Credit Risk Fund |
-0.01
|
6 |
0.13
|
5 |
0.71
|
14 |
1.47
|
7 |
3.50
|
9 |
4.63
|
7 |
7.00
|
7 |
6.92
|
5 |
|
Franklin India Credit Risk Fund |
-0.01
|
7 |
0.15
|
2 |
1.04
|
1 |
1.75
|
1 |
2.50
|
15 |
1.11
|
15 |
5.12
|
13 |
5.73
|
9 |
|
Nippon India Credit Risk Fund |
-0.01
|
8 |
0.10
|
11 |
0.76
|
13 |
1.50
|
6 |
3.68
|
6 |
4.50
|
9 |
4.26
|
14 |
4.33
|
11 |
|
Uti Credit Risk Fund |
-0.01
|
9 |
0.10
|
12 |
0.92
|
4 |
1.60
|
3 |
3.38
|
10 |
4.58
|
8 |
-2.29
|
15 |
-0.97
|
14 |
|
Aditya Birla Sun Life Credit Risk Fund |
-0.02
|
10 |
0.13
|
7 |
0.80
|
8 |
1.55
|
4 |
6.30
|
1 |
7.91
|
3 |
8.52
|
3 |
7.13
|
4 |
|
Axis Credit Risk Fund |
-0.02
|
11 |
0.14
|
3 |
0.78
|
11 |
1.35
|
10 |
3.64
|
7 |
4.74
|
6 |
7.12
|
6 |
6.72
|
6 |
|
Dsp Credit Risk Fund |
-0.02
|
12 |
0.12
|
8 |
0.78
|
12 |
1.14
|
13 |
2.95
|
12 |
9.79
|
2 |
6.45
|
8 |
4.37
|
10 |
|
Invesco India Credit Risk Fund |
-0.03
|
13 |
0.12
|
9 |
0.84
|
6 |
1.24
|
11 |
3.10
|
11 |
3.23
|
13 |
5.55
|
11 |
3.45
|
13 |
|
Idfc Credit Risk Fund |
-0.03
|
14 |
0.11
|
10 |
0.91
|
5 |
1.42
|
9 |
3.61
|
8 |
3.81
|
12 |
5.87
|
9 |
6.61
|
7 |
|
Idbi Credit Risk Fund |
-0.04
|
15 |
0.10
|
13 |
0.98
|
2 |
1.46
|
8 |
3.78
|
4 |
4.00
|
11 |
5.76
|
10 |
3.68
|
12 |
|
L&T Credit Risk Fund |
|
|
|
|
|
|
|
|
||||||||
| Fund Name | 1 Month Median Return | 3 Month Median Return | 6 Month Median Return | 1 Year Median Return | 3 Year Median Return | |||||
|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Aditya Birla Sun Life Credit Risk Fund |
0.39
|
3 |
1.08
|
6 |
2.50
|
4 |
6.94
|
8 |
6.04
|
8 |
| Axis Credit Risk Fund |
0.36
|
7 |
0.95
|
10 |
1.78
|
8 |
6.26
|
10 |
6.27
|
7 |
| Franklin India Credit Risk Fund |
0.30
|
10 |
1.09
|
5 |
5.33
|
2 |
12.53
|
5 |
5.65
|
9 |
| Boi Axa Credit Risk Fund |
0.44
|
1 |
1.40
|
1 |
7.15
|
1 |
14.31
|
2 |
-30.48
|
16 |
| Dsp Credit Risk Fund |
0.24
|
14 |
0.69
|
14 |
2.53
|
3 |
5.47
|
13 |
2.91
|
11 |
| Hdfc Credit Risk Debt Fund |
0.35
|
8 |
1.01
|
9 |
1.63
|
10 |
7.43
|
7 |
8.38
|
2 |
| Icici Prudential Credit Risk Fund |
0.40
|
2 |
1.20
|
4 |
2.32
|
5 |
6.91
|
9 |
8.46
|
1 |
| Idbi Credit Risk Fund |
0.37
|
6 |
1.01
|
8 |
1.40
|
12 |
12.84
|
4 |
1.73
|
14 |
| Idfc Credit Risk Fund |
0.24
|
15 |
0.58
|
15 |
1.15
|
14 |
4.72
|
15 |
6.78
|
6 |
| Invesco India Credit Risk Fund |
0.16
|
16 |
0.50
|
16 |
0.78
|
15 |
3.41
|
16 |
2.44
|
13 |
| Kotak Credit Risk Fund |
0.26
|
12 |
0.71
|
12 |
0.22
|
16 |
5.94
|
11 |
6.91
|
5 |
| Nippon India Credit Risk Fund |
0.37
|
5 |
1.21
|
3 |
1.97
|
6 |
10.13
|
6 |
2.84
|
12 |
| Sbi Credit Risk Fund |
0.34
|
9 |
0.90
|
11 |
1.77
|
9 |
5.75
|
12 |
7.05
|
4 |
| Uti Credit Risk Fund |
0.29
|
11 |
1.02
|
7 |
1.57
|
11 |
14.93
|
1 |
-6.06
|
15 |
| L&T Credit Risk Fund |
0.26
|
13 |
0.70
|
13 |
1.30
|
13 |
5.39
|
14 |
4.14
|
10 |
| Baroda Bnp Paribas Credit Risk Fund |
0.37
|
4 |
1.28
|
2 |
1.92
|
7 |
12.92
|
3 |
7.55
|
3 |
| Fund Name | 1 Month Median Return | 3 Month Median Return | 6 Month Median Return | 1 Year Median Return | 3 Year Median Return | |||||
|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Idfc Credit Risk Fund |
0.32
|
13 |
0.82
|
14 |
1.62
|
13 |
5.74
|
15 |
7.80
|
5 |
| Aditya Birla Sun Life Credit Risk Fund |
0.46
|
2 |
1.30
|
5 |
2.89
|
3 |
7.90
|
8 |
6.97
|
8 |
| Axis Credit Risk Fund |
0.43
|
6 |
1.17
|
9 |
2.22
|
7 |
7.32
|
10 |
7.42
|
7 |
| Franklin India Credit Risk Fund |
0.14
|
16 |
-0.04
|
16 |
0.37
|
16 |
10.46
|
6 |
5.16
|
9 |
| Boi Axa Credit Risk Fund |
0.47
|
1 |
1.47
|
2 |
7.30
|
1 |
14.63
|
2 |
-30.29
|
16 |
| Dsp Credit Risk Fund |
0.32
|
14 |
0.89
|
13 |
2.93
|
2 |
6.32
|
13 |
3.76
|
11 |
| Hdfc Credit Risk Debt Fund |
0.40
|
8 |
1.18
|
8 |
1.96
|
9 |
8.01
|
7 |
8.96
|
2 |
| Icici Prudential Credit Risk Fund |
0.46
|
3 |
1.37
|
4 |
2.65
|
4 |
7.63
|
9 |
9.19
|
1 |
| Idbi Credit Risk Fund |
0.44
|
5 |
1.19
|
7 |
1.77
|
11 |
13.64
|
4 |
2.42
|
14 |
| Invesco India Credit Risk Fund |
0.26
|
15 |
0.80
|
15 |
1.39
|
14 |
4.64
|
16 |
3.57
|
12 |
| Kotak Credit Risk Fund |
0.35
|
11 |
0.96
|
11 |
0.71
|
15 |
7.02
|
11 |
7.97
|
4 |
| Nippon India Credit Risk Fund |
0.43
|
7 |
1.37
|
3 |
2.29
|
6 |
10.83
|
5 |
3.50
|
13 |
| Sbi Credit Risk Fund |
0.40
|
9 |
1.06
|
10 |
2.09
|
8 |
6.42
|
12 |
7.74
|
6 |
| Uti Credit Risk Fund |
0.36
|
10 |
1.21
|
6 |
1.95
|
10 |
15.84
|
1 |
-5.29
|
15 |
| L&T Credit Risk Fund |
0.33
|
12 |
0.90
|
12 |
1.71
|
12 |
6.29
|
14 |
4.96
|
10 |
| Baroda Bnp Paribas Credit Risk Fund |
0.45
|
4 |
1.48
|
1 |
2.33
|
5 |
13.80
|
3 |
8.38
|
3 |
| Fund Name | VaR 1 Y 95% | Max Drawdown | Average Drawdown | Standard Deviation | Semi Deviation | |||||
|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Aditya Birla Sun Life Credit Risk Fund |
-2.26
|
8 |
-3.52
|
7 |
-1.36
|
6 |
3.15
|
7 |
2.37
|
8 |
| Axis Credit Risk Fund |
-1.47
|
4 |
-3.27
|
6 |
-1.69
|
9 |
2.53
|
5 |
2.20
|
6 |
| Franklin India Credit Risk Fund |
-9.69
|
14 |
-9.23
|
12 |
-1.62
|
7 |
5.97
|
12 |
4.07
|
12 |
| None |
-6.13
|
12 |
-8.02
|
11 |
-3.39
|
12 |
5.63
|
11 |
3.35
|
10 |
| Bank Of India Credit Risk Fund |
-17.98
|
15 |
-72.42
|
16 |
-72.42
|
16 |
72.72
|
16 |
36.00
|
16 |
| Dsp Credit Risk Fund |
-1.83
|
6 |
-2.55
|
5 |
-1.03
|
4 |
3.96
|
9 |
1.97
|
5 |
| Hdfc Credit Risk Debt Fund |
-0.64
|
2 |
-2.14
|
4 |
-1.03
|
5 |
2.48
|
4 |
1.84
|
4 |
| Icici Prudential Credit Risk Fund |
-0.20
|
1 |
-0.65
|
1 |
-0.33
|
1 |
1.62
|
1 |
1.16
|
1 |
| Idbi Credit Risk Fund |
-9.00
|
13 |
-19.67
|
14 |
-6.95
|
14 |
9.60
|
14 |
7.65
|
14 |
| Idfc Credit Risk Fund |
-1.54
|
5 |
-1.89
|
3 |
-0.70
|
3 |
2.12
|
3 |
1.63
|
3 |
| Invesco India Credit Risk Fund |
-1.96
|
7 |
-7.99
|
10 |
-2.44
|
11 |
4.40
|
10 |
4.04
|
11 |
| Kotak Credit Risk Fund |
-2.92
|
10 |
-3.57
|
8 |
-2.23
|
10 |
2.83
|
6 |
2.34
|
7 |
| Nippon India Credit Risk Fund |
-2.59
|
9 |
-12.04
|
13 |
-5.01
|
13 |
7.20
|
13 |
6.16
|
13 |
| Sbi Credit Risk Fund |
-1.14
|
3 |
-1.15
|
2 |
-0.60
|
2 |
2.03
|
2 |
1.49
|
2 |
| Uti Credit Risk Fund |
-29.27
|
16 |
-34.87
|
15 |
-34.87
|
15 |
12.87
|
15 |
9.46
|
15 |
| L&T Credit Risk Fund |
-5.07
|
11 |
-5.15
|
9 |
-1.65
|
8 |
3.74
|
8 |
3.01
|
9 |
| Fund Name | Sharpe Ratio | Sortino Ratio | Sterling ratio | Hurst Index | Jensen’s Alpha | Beta | R2 | Treynor Ratio | Modigliani2 Measure | Active Return | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | Value | Rank | Value | Rank | % | Rank | % | Rank | % | Rank | ||
| Aditya Birla Sun Life Credit Risk Fund |
0.46
|
5 |
0.19
|
6 |
0.44
|
5 |
0.49
|
-4.14
|
9 | 1.29 | 2 |
0.39
|
5 |
0.01
|
6 |
2.66
|
5 |
-0.02
|
7 |
| Axis Credit Risk Fund |
0.36
|
7 |
0.13
|
7 |
0.41
|
6 |
0.49
|
|
|
|
|
|
|||||||
| Franklin India Credit Risk Fund |
0.18
|
9 |
0.09
|
10 |
0.29
|
10 |
0.45
|
8.13
|
3 | -0.42 | 8 |
0.01
|
8 |
-0.04
|
8 |
1.93
|
7 |
-0.01
|
5 |
| None |
0.38
|
6 |
0.21
|
5 |
0.37
|
9 |
0.51
|
-2.35
|
7 | 1.35 | 1 |
0.07
|
7 |
0.03
|
1 |
2.19
|
6 |
0.04
|
2 |
| Bank Of India Credit Risk Fund |
-0.14
|
11 |
0.08
|
11 |
-0.07
|
15 |
0.55
|
16.57
|
1 | -0.37 | 7 |
0.00
|
9 |
-0.26
|
9 |
0.71
|
8 |
0.11
|
1 |
| Dsp Credit Risk Fund |
0.15
|
10 |
0.10
|
8 |
0.41
|
7 |
0.55
|
|
|
|
|
|
|||||||
| Hdfc Credit Risk Debt Fund |
1.13
|
2 |
0.54
|
2 |
0.61
|
2 |
0.47
|
0.61
|
4 | 1.11 | 3 |
0.40
|
4 |
0.03
|
4 |
5.16
|
3 |
0.00
|
3 |
| Icici Prudential Credit Risk Fund |
1.77
|
1 |
1.08
|
1 |
0.70
|
1 |
0.39
|
-0.88
|
6 | 1.04 | 4 |
0.70
|
3 |
0.03
|
2 |
6.23
|
2 |
-0.01
|
4 |
| Idbi Credit Risk Fund |
-0.25
|
14 |
-0.07
|
14 |
0.07
|
14 |
0.55
|
|
|
|
|
|
|||||||
| Idfc Credit Risk Fund |
0.55
|
4 |
0.23
|
4 |
0.48
|
4 |
0.46
|
|
|
|
|
|
|||||||
| Invesco India Credit Risk Fund |
-0.60
|
15 |
-0.18
|
15 |
0.10
|
13 |
0.49
|
-2.65
|
8 | 0.88 | 5 |
0.76
|
1 |
-0.00
|
7 |
3.77
|
4 |
-0.03
|
8 |
| Kotak Credit Risk Fund |
0.27
|
8 |
0.10
|
9 |
0.39
|
8 |
0.45
|
|
|
|
|
|
|||||||
| Nippon India Credit Risk Fund |
-0.22
|
13 |
-0.06
|
13 |
0.13
|
12 |
0.56
|
|
|
|
|
|
|||||||
| Sbi Credit Risk Fund |
0.80
|
3 |
0.37
|
3 |
0.56
|
3 |
0.41
|
-0.00
|
5 | 0.72 | 6 |
0.71
|
2 |
0.02
|
5 |
7.31
|
1 |
-0.02
|
6 |
| Uti Credit Risk Fund |
-0.64
|
16 |
-0.22
|
16 |
-0.09
|
16 |
0.51
|
13.12
|
2 | -2.92 | 9 |
0.08
|
6 |
0.03
|
3 |
-0.12
|
9 |
-0.09
|
9 |
| L&T Credit Risk Fund |
-0.18
|
12 |
-0.06
|
12 |
0.25
|
11 |
0.52
|
|
|
|
|
|
|||||||
Aditya Birla Sun Life Credit Risk Fund Additional Return Analysis
Aditya Birla Sun Life Credit Risk Fund Value of Investment
| Plan Type | 1 Day | 1 Week | 1 Month | 3 Month | 6 Month | 1 Year | 3 Year | 5 Year |
|---|---|---|---|---|---|---|---|---|
| Regular Plan Value of 1000 Rupee | 999.81 | 1001.10 | 1007.30 | 1013.29 | 1058.49 | 1069.46 | 1246.07 | 1349.00 |
| Direct Plan Value of 1000 Rupee | 999.84 | 1001.27 | 1008.00 | 1015.48 | 1063.04 | 1079.10 | 1277.83 | 1411.20 |
Fund Information
| Fund Launch Date: 30/Mar/2015 |
| Fund Category: Credit Risk Fund |
| 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. |
| Fund Description: The fund, positioned in credit risk category, intends to invest in a portfolio of corporate bonds with 65% of investments in AA & below rated instruments. |
| Fund Benchmark: CRISIL Composite AA Short Term Bond Index |
Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.
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