Can I invest in SIP and Lumpsum in Aditya Birla SL Corporate Bond Fund (G) Direct Growth?

Yes, you can invest both lumpsum and SIP in Aditya Birla SL Corporate Bond Fund (G). Minimum lumpsum investment Aditya Birla SL Corporate Bond Fund (G) is ₹100 and minimum SIP amount is ₹100 . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of Aditya Birla SL Corporate Bond Fund (G) Direct Growth?

The latest NAV (Net Asset Value) of Aditya Birla SL Corporate Bond Fund (G) is Aditya Birla SL Corporate Bond Fund (G) is ₹108.89 as on 2025-02-03.

Which are the biggest stock holdings of Aditya Birla SL Corporate Bond Fund (G)?

The 5 biggest stock holdings of Aditya Birla SL Corporate Bond Fund (G) are: S I D B I (3.05%), S I D B I (2.38%), Bajaj Housing (2.21%), Bajaj Finance (1.79%), N A B A R D (1.73%)

What are the top sectors Aditya Birla SL Corporate Bond Fund (G) invests in?

A majority of Aditya Birla SL Corporate Bond Fund (G) 's AUM worth ₹25,189.57 (Cr) is invested in these 3 top sectors: There is no data for Top 3 sector holdings in the portfolio!

Mutual Funds
Aditya Birla SL Corporate Bond Fund (G)

Aditya Birla SL Corporate Bond Fund (G)

Corporate Bond Fund

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NAV
108.89(0.10%)
Fund Size (CR)
₹24,978.52
Expense Ratio
0.51
Scheme Type
Active Fund
Value Research

Min. investment
₹100
Minimum Additional Investment
₹100
Minimum SIP Investment
₹100
Minimum Withdrawal
₹1
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
0%
Return Since Launch
8.92%

Absolute Return: 1.83%

Annualized Return: 0%

Basic Details

Scheme Manager

Kaustubh Gupta

Bench Mark

NIFTY Corporate Bond Index A-II

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	27 January 2025	10014.41	0.14%	-	0.18%	131/171
1 Month	3 January 2025	10076.40	0.76%	-	0.72%	53/171
3 Month	31 October 2024	10190.32	1.90%	-	1.84%	53/171
6 Month	2 August 2024	10408.22	4.08%	-	3.95%	47/171
1 Year	2 February 2024	10830.51	8.31%	8.31%	8.04%	43/171
3 Year	3 February 2022	12223.37	22.23%	6.92%	6.40%	24/167
5 Year	3 February 2020	14087.94	40.88%	7.10%	6.47%	19/147
Since Inception	3 March 1997	108889.80	988.90%	8.92%	7.15%	5/171

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 March 2024	1,20,000	124578.80	3.82%	3.82%
3 Year	2 March 2022	3,60,000	402845.61	11.90%	3.82%
5 Year	3 February 2020	6,10,000	724554.78	18.78%	3.50%
10 Year	2 March 2015	12,00,000	1746729.93	45.56%	3.83%

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

0.33%

Standard Deviation

0.05%

Beta

-0.40%

Sharpe Ratio

0.94%

Treynor's Ratio

-0.65%

Jension's Alpha

Asset Allocation

Sector Allocation

There is no Sector Allocation data

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
S I D B I	3.05%	77050	768.93	Corporate Debts	Debt Others
S I D B I	2.38%	6000	598.46	Corporate Debts	Debt Others
Bajaj Housing	2.21%	55000	557.55	Corporate Debts	Debt Others
Bajaj Finance	1.79%	45000	451.55	Corporate Debts	Debt Others
N A B A R D	1.73%	43500	436.72	Corporate Debts	Debt Others
S I D B I	1.59%	40000	400.32	Corporate Debts	Debt Others
N A B A R D	1.58%	4000	398.38	Corporate Debts	Debt Others
Tata Capital	1.48%	3650	372.91	Corporate Debts	Debt Others
REC Ltd	1.46%	37000	368.87	Corporate Debts	Debt Others
Power Fin.Corpn.	1.40%	35000	351.72	Corporate Debts	Debt Others

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
AXIS Corporate Bond Fund - Direct (IDCW-W)	6047.62	0.63%	1.89%	4.02%	9.05%	7.12%
HDFC Corporate Bond Fund - Direct (IDCW)	32373.58	0.75%	1.85%	4.17%	8.72%	6.98%
HDFC Corporate Bond Fund - Direct (G)	32373.58	0.75%	1.85%	4.17%	8.72%	6.98%
HDFC Corporate Bond Fund - Direct (IDCW-Q)	32373.58	0.75%	1.85%	4.17%	8.71%	7.09%
Baroda BNP Paribas Corporate Bond Fund-Dir (IDCW-M)	213.70	0.88%	2.02%	4.35%	8.61%	6.56%

News

Aditya Birla Sun Life MF announces change in benchmark index under its scheme

Aditya Birla Sun Life Mutual Fund has announced change in the benchmark of Aditya Birla Sun Life Multi-Index Fund of Funds with effect from January 31, 2025

Change in name of Benchmark of Aditya Birla Sun Life Multi-Index Fund of Funds

Scheme Name	Existing Benchmark	Revised Benchmark
Aditya Birla Sun Life Multi-Index Fund of Funds	50% Nifty 500 TRI + 30% CRISIL Low Duration Debt Index + 10% MSCI AC World Index + 5% Domestic Price of Physical Gold + 5% Price of silver (based on Silver daily spot fixing price)	50% Nifty 500 TRI + 30% NIFTY Low Duration Debt Index A-I+ 10% MSCI AC World Index + 5% Domestic Price of Physical Gold + 5% Price of silver (based on Silver daily spot fixing price)

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Aditya Birla Sun Life Mutual Fund announces change in scheme name
Aditya Birla Sun Life Mutual Fund has announced change in scheme name under the following scheme, With effect from 03 March 2025.
Change in the name of the Scheme:

Existing Scheme Name Revised Scheme Name

Aditya Birla Sun Life Active Debt Multi Manager FOF Aditya Birla Sun Life Debt Plus Arbitrage FOF

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Existing Scheme Name	Revised Scheme Name
Aditya Birla Sun Life Active Debt Multi Manager FOF	Aditya Birla Sun Life Debt Plus Arbitrage FOF

Aditya Birla Sun Life MF announces Income Distribution cum Capital Withdrawal (IDCW) under its schemes
Aditya Birla Sun Life Mutual Fund has announced 24 January 2025 as the record date for declaration of Income Distribution cum Capital Withdrawal (IDCW) under the following schemes. The quantum of IDCW (Rs per unit) on the face value of Rs 10 per unit will be:
Aditya Birla Sun Life Balanced Advantage Fund:
Regular Plan ' IDCW Option: 0.151
Direct Plan ' IDCW Option: 0.171
Aditya Birla Sun Life Arbitrage Fund:
Regular Plan ' IDCW Option: 0.065
Direct Plan ' IDCW Option: 0.067
Aditya Birla Sun Life PSU Equity Fund:
Regular Plan ' IDCW Option: 1.804
Direct Plan ' IDCW Option: 2.075
Aditya Birla Sun Life Banking and Financial Services Fund:
Regular Plan ' IDCW Option: 1.566
Direct Plan ' IDCW Option: 2.108
Aditya Birla Sun Life ESG Integration Strategy Fund:
Regular Plan ' IDCW Option: 1.201
Direct Plan ' IDCW Option: 1.277
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Fund House Details & Investment Objective

Date of Incorporation

11 February 1997

Total AUM (Cr)

₹25189.57

Aditya Birla SL Corporate Bond Fund (G) is an Corporate Bond Fund-oriented fund from the renowned AMC, Aditya Birla Sun Life Mutual Fund. Launched in 11 February 1997, this fund is managed by Kaustubh Gupta. With assets under management (AUM) worth ₹25,189.57 (Cr), as of 3 February 2025, Aditya Birla SL Corporate Bond Fund (G) is categorized as a Corporate Bond Fund within its segment. The fund has generated a return of 8.92% since its launch.
The current NAV of Aditya Birla SL Corporate Bond Fund (G) is ₹108.89, as on 3 February 2025. The fund's benchmark index is NIFTY Corporate Bond Index A-II. You can invest in Aditya Birla SL Corporate Bond Fund (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹100.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
Nil The fund has generated 6.92% and 7.10% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 96.53% in Debt and 3.47% in cash and cash equivalents.

FAQs

How to Invest in Aditya Birla SL Corporate Bond Fund (G) Direct Growth?

Aditya Birla SL Corporate Bond Fund (G) is a popular fund in the Corporate Bond Fund segment. The fund has generated a return of 8.92% since inception. Looking to invest in Aditya Birla SL Corporate Bond Fund (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in Aditya Birla SL Corporate Bond Fund (G) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, Aditya Birla SL Corporate Bond Fund (G)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in Aditya Birla SL Corporate Bond Fund (G) today and reap the benefits of this Corporate Bond Fund fund!

How much returns has Aditya Birla SL Corporate Bond Fund (G) Direct Growth generated?

In the short term, i.e., 1 year, Aditya Birla SL Corporate Bond Fund (G) has generated annualised return of 8.31%. In the long-term, the fund has generated 6.92% and 7.10% in 3 and 5 years respectively. Since its inception, the fund has generated 8.92% returns.

What is the expense ratio of Aditya Birla SL Corporate Bond Fund (G) Direct Growth?

The expense ratio of Aditya Birla SL Corporate Bond Fund (G) Direct Growth is 0.51%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Aditya Birla SL Corporate Bond Fund (G) Fund Direct Growth?

The Assets Under Management (AUM) of Aditya Birla SL Corporate Bond Fund (G) is ₹25,189.57 (Cr) as of 2025-02-03 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from Aditya Birla SL Corporate Bond Fund (G) Direct Growth?

Redeeming or selling units of Aditya Birla SL Corporate Bond Fund (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from Aditya Birla SL Corporate Bond Fund (G):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case Aditya Birla SL Corporate Bond Fund (G)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).