Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan is a debt scheme managed by Aditya Birla Sun Life Mutual Fund. Three-year compounded annual return is 6.76%, placing it in the 49th percentile of Debt peers. It has ranked in the top half of its category for 9 of the last 12 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 0.54% on assets of ₹25,168Cr. The fund is currently managed by Mr. Kaustubh Gupta, appointed within the last year.
Lower is better.
| Holding | Sector | Weight |
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Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
| Scheme | AMC | AUM | TER | 3Y |
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Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Power Finance Corporation Ltd. | Financial Services | 1.19% |
| LIC Housing Finance Ltd. | Financial Services | 1.10% |
| TATA CAPITAL LTD. | Financial Services | 0.70% |
| Reliance Industries Ltd. | Energy | 0.60% |
| Larsen & Toubro Ltd. | Industrials | 0.58% |
| Punjab National Bank | Financial Services | 0.39% |
| Ultratech Cement Limited | Basic Materials | 0.29% |
| Power Grid Corporation of India Limited | Utilities | 0.29% |
| Bajaj Finance Limited | Financial Services | 0.27% |
| REC Limited. | Financial Services | 0.25% |
| HOUSING AND URBAN DEVELOPMENT CORPORATION LIMITED | Financial Services | 0.24% |
| INDIAN RAILWAY FINANCE CORPORATION LIMITED | Financial Services | 0.10% |
| BAJAJ HOUSING FINANCE LIMITED | Financial Services | 0.04% |
| HDFC BANK LIMITED | Financial Services | 0.02% |
| HDB Financial Services Ltd. | Financial Services | 0.01% |
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 5.7% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Debt.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
| 5Y |
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| Star |
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| BARODA BNP PARIBAS CORPORATE BOND FUND - Regular Plan - GROWTH OPTION | Baroda BNP Paribas Mutual Fund | ₹242 Cr | 0.59% | +6.92% | — | 3★ |
| Kotak Corporate Bond Fund- Regular Plan-Growth Option | Kotak Mahindra Mutual Fund | ₹16,877 Cr | 0.70% | +6.79% | +5.98% | 3★ |
| Axis Corporate Bond Fund - Regular Plan Growth | Axis Mutual Fund | ₹8,894 Cr | 0.97% | +6.79% | +5.92% | 3★ |
| DSP Corporate Bond Fund - Regular - Growth | DSP Mutual Fund | ₹2,895 Cr | 0.56% | +6.75% | +5.53% | 3★ |
| BANDHAN Corporate Bond Fund - Regular Growth | Bandhan Mutual Fund | ₹13,499 Cr | 0.66% | +6.74% | +5.61% | 3★ |
| UTI Corporate Bond Fund - Regular Plan - Growth Option | UTI Mutual Fund | ₹5,543 Cr | 0.62% | +6.73% | +5.84% | 3★ |
| Invesco India Corporate Bond Fund - Regular Plan - Growth | Invesco Mutual Fund | ₹5,494 Cr | 0.66% | +6.56% | +5.58% | 2★ |
| Sundaram Corporate Bond Fund Regular Plan- Growth | Sundaram Mutual Fund | ₹616 Cr | 0.55% | +6.54% | +5.66% | 2★ |
| SBI Corporate Bond Fund - Regular Plan - Growth | SBI Mutual Fund | ₹21,911 Cr | 0.79% | +6.53% | +5.64% | 2★ |
| HSBC Corporate Bond Fund - Regular Growth | HSBC Mutual Fund | ₹5,992 Cr | 0.60% | +6.50% | — | 2★ |