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

Moderate
2 yrs 11 monthsStarted on:13 Apr 2015
₹ 5276.84 Cras on: 16 Feb 2018
Mid Term & Long Horizon
1.84%
Income Generation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

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.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD0.79
1 Month0.51
3 Month0.96
1 YR7.94
2 YR9.17

SIP Returns

TenureReturns (CAGR)
1 YR6.08
2 YR7.86

Portfolio

Company Name% Assets
Sprit Textiles Pvt. Ltd. 30/04/20215.3
SP Imperial Star Pvt. Ltd. 23/03/20224.1
Indiabulls Infraestates Ltd. 25/09/2020 9.04%3.3
IL&FS Tamil Nadu Power Company Ltd. 14/03/2021 9.80%3.28
Wadhawan Global Capital Pvt Ltd. 31/07/20202.97
Shriram Properties Pvt Ltd. 29/10/2021 13.20%2.92
Prestige Estates Projects Ltd. 08/06/20222.83
JM Financial Products Ltd. 13/11/2020 8.81%2.81
Bhopal Dhule Transmission Co. Ltd. 04/04/2022 7.85%2.34
RKN Retail Pvt. Ltd. 30/04/2020 2.00%2.04

Top Sectoral Holdings

Sector Name% Assets
Construction0.16

Indicators

LabelValue

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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