NRI from all over the world (including U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹20.50
-0.03%
NAV as on 17 Dec 24, 12:00 AM
moderately high risk
credit risk
debt
NAV as on 17 Dec 24, 12:00 AM
moderately high risk
credit risk
debt
11.97%p.a.
Last 1Y
8.58%p.a.
Last 3Y
8.34%p.a.
Last 5Y
7.72%p.a.
Since Inception
About Aditya Birla Sun Life Credit Risk Fund Plan Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Aditya Birla Sun Life Credit Risk Fund Plan Growth scheme from Aditya Birla Sun Life AMC Ltd. It is a Credit Risk mutual fund scheme that predominantly invests in Credit Risk stocks of companies. Launched on Apr 2015, Aditya Birla Sun Life Credit Risk Fund Plan Growth is Credit Risk fund of its category with 935.68 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Credit Risk funds.
- Aditya Birla Sun Life Credit Risk Fund Plan Growth delivered 12.0% annual returns during the last year. It has delivered 7.7% average annual returns since the fund was launched.
- Aditya Birla Sun Life Credit Risk Fund Plan Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in debt
Fund Objective
The investment objective of the Scheme is 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. The Scheme does not guarantee/indicate any returns. There can be no assurance that the Schemes' objectives will be achieved.
Top 10 Holdings
7.18% Govt Stock 2037
9.82%
7.18% Govt Stock 2033
6.75%
Century Textiles And Industried Limited
5.34%
JSW Steel Limited
3.21%
Hinduja Housing Finance Limited 8.85%
3.10%
Piramal Capital & Housing Finance Ltd
2.88%
Adani Airport Holdings Ltd
2.78%
Nexus Select Trust Reits
2.76%
Ongc Petro Additions Ltd.
2.69%
Godrej Industries Limited
2.69%
Fund Managers
- Sunaina Cunha (Apr 2015 - Present)
- Mohit Sharma (Aug 2020 - Present)
Key Information
View Scheme Document
Aditya Birla Sun Life Credit Risk Fund Plan Growth SIP Calculator
If invested
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For a period of
Investment of ₹0 could have been
₹0(+0.0%)
₹0 (+0.0%)
This Fund
₹0 (+0.0%)
Fixed Deposit
NRI Mutual Fund Tax on Aditya Birla Sun Life Credit Risk Fund Plan Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Aditya Birla Sun Life Credit Risk Fund Plan Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Aditya Birla Sun Life Credit Risk Fund Plan Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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6.1%
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4.8%
HSBC Credit Risk Fund Plan Growth
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5.5%
Frequently Asked Questions
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