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Aditya Birla Sun Life Corporate Bond Fund -REGULAR - MONTHLY IDCW

Aditya Birla Sun Life · Corporate Bond
Moderate
₹12.63
Current NAV
25 Jun 2026
19.9%
1Y Return
15.9%
3Y CAGR
20.9%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Generates significant excess returns relative to benchmark index (Alpha: 6.19).
  • Well-diversified portfolio aligned with the Corporate Bond mandate.
Cons / Risks
  • Higher expense ratio (1.99%) which can affect compounding over long horizons.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.19
Sharpe Ratio
0.79
Beta
6.19
Alpha
1.42
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Fund Details
Fund House Aditya Birla Sun Life
Category Corporate Bond
AUM ₹4240 Cr
Expense Ratio 1.99%
Min SIP ₹500
Min Lumpsum ₹1000
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