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
₹12.27
0.66%
NAV as on 16 Jan 25, 12:00 AM
moderately high risk
credit risk
debt
NAV as on 16 Jan 25, 12:00 AM
moderately high risk
credit risk
debt
11.75%p.a.
Last 1Y
6.78%p.a.
Last 3Y
7.07%p.a.
Last 5Y
6.24%p.a.
Since Inception
About Aditya Birla Sun Life Credit Risk Fund Plan Payout Inc Dist cum Cap Wdrl for NRIs
NRIs can achieve long-term capital appreciation by investing in the Aditya Birla Sun Life Credit Risk Fund Plan Payout Inc Dist cum Cap Wdrl 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 Payout Inc Dist cum Cap Wdrl is Credit Risk fund of its category with 920.6 Cr fund under management as on Jan 2025. 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 Payout Inc Dist cum Cap Wdrl delivered 11.8% annual returns during the last year. It has delivered 6.2% average annual returns since the fund was launched.
- Aditya Birla Sun Life Credit Risk Fund Plan Payout Inc Dist cum Cap Wdrl 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
7.23% Govt Stock 2039
6.18%
JSW Steel Limited
5.98%
7.18% Govt Stock 2033
5.79%
7.18% Govt Stock 2037
5.58%
Century Textiles And Industried Limited
5.42%
Hinduja Housing Finance Limited 8.85%
3.15%
Piramal Capital & Housing Finance Ltd
2.93%
Adani Airport Holdings Ltd
2.79%
Nexus Select Trust Reits
2.75%
Ongc Petro Additions Ltd.
2.73%
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 Payout Inc Dist cum Cap Wdrl SIP Calculator
If invested
per month
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 Payout Inc Dist cum Cap Wdrl
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 Payout Inc Dist cum Cap Wdrl?
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 Payout Inc Dist cum Cap Wdrl
- 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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moderately high risk | debt
8.6%
Aditya Birla Sun Life Credit Risk Fund Plan Bonus
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8.3%
HSBC Credit Risk Fund Plan Growth
moderately high risk | debt
5.5%
Frequently Asked Questions
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3Y Return
Aditya Birla Sun Life Liquid Payout Inc Dist cum Cap Wdrl
moderate risk | liquid
6.4%
Aditya Birla Sun Life Liquid Plan Weekly Reinvestment Inc Dist cum Cap Wdrl
moderate risk | liquid
5.6%
Aditya Birla Sun Life Liquid Plan Daily Reinvestment Inc Dist cum Cap Wdrl
moderate risk | liquid
4.6%
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