Birla Sun Life Corporate Bond Fund (Debt, Credit Opportunities)

12.68
9.30%
3
Income Generation
Mid Term & Long Horizon
Moderate
1.94%
2 yrs 9 months13 Apr 2015
₹ 4291.37 Cr11 Dec 2017

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Minimum Investment

  • ₹ 1000.00 for Lumpsum

Exit Load

Investment 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.

Scheme Documents

TenureReturns (CAGR)
YTD
8.22
1 Month
0.18
3 Month
0.93
1 YR
8.29
2 YR
9.52
TenureReturns (CAGR)
1 YR
7.49
2 YR
8.86

Portfolio

Company Name% Assets
Sprit Textiles Pvt. Ltd. 24/11/20206.6
SP Imperial Star Pvt. Ltd. 23/03/20224.44
Indiabulls Infraestates Ltd. 25/09/2020 9.04%3.82
IL&FS Tamil Nadu Power Company Ltd. 14/03/2021 9.80%3.8
Shriram Properties Pvt Ltd. 29/10/2021 13.20%3.48
Wadhawan Global Capital Pvt Ltd. 31/07/20203.41
JM Financial Products Ltd. 13/11/2020 8.81%3.27
Bhopal Dhule Transmission Co. Ltd. 04/04/2022 7.85%2.72
Housing Development Finance Corpn. Ltd. 27/02/2019 8.60%2.43
RKN Retail Pvt. Ltd. 30/04/2020 2.00%2.33

Top Sectoral Holdings

Sector Name% Assets
Construction0.18

Indicators

Maneesh Dangi,Sunaina da Cunha

Mr. Dangi is an MBA and FRM.Ms. Cunha is a B.Com (H) and MBA from FMS, Delhi.
Prior to joining Birla Sun Life Asset Management Company he has worked with Pioneer Investcorp. Prior to joining Birla Sun Life Asset Management Company, she has worked with Aditya Birla Management Corporation Ltd.

Other Funds Managed by Maneesh Dangi,Sunaina da Cunha

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