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Top 4 Best Debt Funds by Aditya Birla Sun Life Mutual Fund 2020

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4 Best Debt Funds by Aditya Birla Sun Life Mutual Fund 2020

Updated on July 9, 2020 , 6093 views

Investors who want to preserve their money, Debt Funds by Birla Sun Life Mutual Fund is the best for you. These funds also provide high liquidity along with tax-efficient returns. Debt funds invest in a mix of debt investments such as government securities (G-Secs), treasury bills, money market instruments, etc. These funds invest in debt securities of different maturities with each security having a fixed maturity date and interest rate. Thus, debt funds a lower risk investment compared to Equity Funds.

Birla Sun Life Mutual Fund generally invests in instruments like Bonds of reputed Indian companies and securities issued by the Government of India, which is considered relatively safe.

Thus investors who want to earn a regular income can ideally invest in these listed top 4 Best Debt Funds by Birla Sun Life Mutual Fund. These funds have been shortlisted by undertaking certain parameters like AUM, NAV, past returns, the credit quality of the portfolio, average maturity, etc.

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Birla

Why Invest in ABSL Debt Funds?

  • Investors who are planning to achieve short-term Financial goals, then debt funds can be a good option. Recommended Debt fund instruments for this plan are short-term, ultra-short term debt funds or Liquid Funds. In a short term investment, you need to ensure safety and liquidity which are well offered by debt funds.

  • Since, debt funds largely invest in government securities, corporate debt and other securities like treasury bills, etc., they are not affected by equity market volatility.

  • Investors can earn better returns than bank Savings Account in Liquid Funds. These funds are highly recommendable if you want to earn decent returns in a short term.

  • Debt funds are considered to be an ideal investment for generating regular income. For example, choosing dividend payout can be an option for regular income.

Best Aditya Birla Sun Life Debt Mutual Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2019 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Aditya Birla Sun Life Corporate Bond Fund Growth ₹82.9363
↑ 0.14
₹17,6486.7812.49.29.60%
Aditya Birla Sun Life Savings Fund Growth ₹409.051
↑ 0.18
₹12,26834.28.37.98.50%
Aditya Birla Sun Life Money Manager Fund Growth ₹276.746
↑ 0.13
₹8,2222.74.38.17.980%
Aditya Birla Sun Life Government Securities Fund Growth ₹62.4049
↑ 0.14
₹3517.89.711.88.7110%
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 20

1. Aditya Birla Sun Life Corporate Bond Fund

(Erstwhile Aditya Birla Sun Life Short Term Fund)

An Open-ended income scheme with the objective to generate income and capital appreciation by investing 100% of the corpus in a diversified portfolio of debt and money market securities.

Aditya Birla Sun Life Corporate Bond Fund is a Debt - Corporate Bond fund was launched on 3 Mar 97. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 9.5% since its launch.  Ranked 1 in Corporate Bond category.  Return for 2019 was 9.6% , 2018 was 7% and 2017 was 6.5% .

Below is the key information for Aditya Birla Sun Life Corporate Bond Fund

Aditya Birla Sun Life Corporate Bond Fund
Growth
Launch Date 3 Mar 97
NAV (10 Jul 20) ₹82.9363 ↑ 0.14   (0.17 %)
Net Assets (Cr) ₹17,648 on 30 Apr 20
Category Debt - Corporate Bond
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately Low
Expense Ratio 0.39
Sharpe Ratio 5.52
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
Min SIP Investment 100
Exit Load NIL
Yield to Maturity 0%
Effective Maturity
Modified Duration
Sub Cat. Corporate Bond

Growth of 10,000 investment over the years.

DateValue
30 Jun 15₹10,000
30 Jun 16₹10,932
30 Jun 17₹11,951
30 Jun 18₹12,555
30 Jun 19₹13,769
30 Jun 20₹15,436

Aditya Birla Sun Life Corporate Bond Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹209,201.
Net Profit of ₹29,201
Invest Now

Returns for Aditya Birla Sun Life Corporate Bond Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jul 20

DurationReturns
1 Month 2.6%
3 Month 6.7%
6 Month 8%
1 Year 12.4%
3 Year 9.2%
5 Year 9.2%
10 Year
15 Year
Since launch 9.5%
Historical performance (Yearly) on absolute basis
YearReturns
2019 9.6%
2018 7%
2017 6.5%
2016 10.2%
2015 8.9%
2014 10.9%
2013 8.4%
2012 10.6%
2011 9.5%
2010 3.8%
Fund Manager information for Aditya Birla Sun Life Corporate Bond Fund
NameSinceTenure
Maneesh Dangi1 Apr 173.25 Yr.
Kaustubh Gupta1 Apr 173.25 Yr.

Data below for Aditya Birla Sun Life Corporate Bond Fund as on 30 Apr 20

Asset Allocation
Asset ClassValue
Cash2.69%
Debt97.31%
Debt Sector Allocation
SectorValue
Corporate51.44%
Government45.5%
Cash Equivalent2.69%
Securitized0.37%
Credit Quality
RatingValue
AA1.61%
AAA98.39%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
GOVT STOCK
Sovereign Bonds | -
5%₹920 Cr82,747,600
↓ -8,500,000
GOVT STOCK
Sovereign Bonds | -
5%₹897 Cr87,000,000
↑ 10,500,000
Reliance Industries Limited
Debentures | -
3%₹499 Cr4,900
↑ 1,050
National Bank For Agriculture And Rural Development
Debentures | -
3%₹485 Cr4,700
MAHINDRA & MAHINDRA FINANCIAL SERVICES LIMITED
Debentures | -
3%₹454 Cr4,450
Reliance Industries Limited
Debentures | -
2%₹422 Cr4,081
↑ 1,250
Larsen And Toubro Limited
Debentures | -
2%₹416 Cr4,050
↑ 2,050
Power Finance Corporation Ltd.
Debentures | -
2%₹413 Cr4,050
Rural Electrification Corporation Limited
Debentures | -
2%₹406 Cr4,000
Housing Development Finance Corporation Limited
Debentures | -
2%₹403 Cr4,000
↑ 4,000

2. Aditya Birla Sun Life Savings Fund

The primary objective of the schemes is to generate regular income through investments in debt and money market instruments. Income maybe generated through the receipt of coupon payments or the purchase and sale of securities in the underlying portfolio. The schemes will under normal market conditions, invest its net assets in fixed income securities, money market instruments, cash and cash equivalents.

Aditya Birla Sun Life Savings Fund is a Debt - Ultrashort Bond fund was launched on 16 Apr 03. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 7.8% since its launch.  Ranked 6 in Ultrashort Bond category.  Return for 2019 was 8.5% , 2018 was 7.6% and 2017 was 7.2% .

Below is the key information for Aditya Birla Sun Life Savings Fund

Aditya Birla Sun Life Savings Fund
Growth
Launch Date 16 Apr 03
NAV (10 Jul 20) ₹409.051 ↑ 0.18   (0.04 %)
Net Assets (Cr) ₹12,268 on 30 Apr 20
Category Debt - Ultrashort Bond
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately Low
Expense Ratio 0.35
Sharpe Ratio 7.52
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
Min SIP Investment 1,000
Exit Load NIL
Yield to Maturity 0%
Effective Maturity
Modified Duration
Sub Cat. Ultrashort Bond

Growth of 10,000 investment over the years.

DateValue
30 Jun 15₹10,000
30 Jun 16₹10,891
30 Jun 17₹11,820
30 Jun 18₹12,608
30 Jun 19₹13,686
30 Jun 20₹14,820

Aditya Birla Sun Life Savings Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹206,148.
Net Profit of ₹26,148
Invest Now

Returns for Aditya Birla Sun Life Savings Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jul 20

DurationReturns
1 Month 1.2%
3 Month 3%
6 Month 4.2%
1 Year 8.3%
3 Year 7.9%
5 Year 8.2%
10 Year
15 Year
Since launch 7.8%
Historical performance (Yearly) on absolute basis
YearReturns
2019 8.5%
2018 7.6%
2017 7.2%
2016 9.2%
2015 8.9%
2014 9.7%
2013 9.5%
2012 9.7%
2011 9.2%
2010 5.8%
Fund Manager information for Aditya Birla Sun Life Savings Fund
NameSinceTenure
Sunaina Cunha11 Oct 145.73 Yr.
Kaustubh Gupta15 Jul 118.97 Yr.

Data below for Aditya Birla Sun Life Savings Fund as on 30 Apr 20

Asset Allocation
Asset ClassValue
Cash27.35%
Debt72.65%
Debt Sector Allocation
SectorValue
Corporate66.41%
Government21.41%
Cash Equivalent11.35%
Securitized0.83%
Credit Quality
RatingValue
AA11.39%
AAA88.61%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Limited
CBLO | -
6%₹827 Cr
Reliance Industries Limited
Debentures | -
6%₹744 Cr7,400
↑ 1,000
POWER FINANCE CORPORATION LIMITED
Debentures | -
5%₹607 Cr6,000
↑ 1,550
Housing Development Finance Corporation Limited
Commercial Paper | -
3%₹398 Cr8,262
↑ 2,262
Shriram Transport Finance Company Limited
Debentures | -
3%₹364 Cr3,750
↑ 250
IndusInd Bank Limited
Certificate of Deposit | -
3%₹332 Cr35,000
Rec Limited
Debentures | -
3%₹327 Cr3,250
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT
Debentures | -
2%₹318 Cr3,150
↑ 2,000
Rural Electrification Corporation Limited
Debentures | -
2%₹290 Cr2,900
↓ -2,600
Housing Development Finance Corporation Limited
Debentures | -
2%₹273 Cr2,675
↑ 1,675

3. Aditya Birla Sun Life Money Manager Fund

(Erstwhile Aditya Birla Sun Life Floating Rate Fund - Short Term)

The primary objective of the schemes is to generate regular income through investment in a portfolio comprising substantially of floating rate debt / money market instruments. The schemes may invest a portion of its net assets in fixed rate debt securities and money market instruments.

Aditya Birla Sun Life Money Manager Fund is a Debt - Money Market fund was launched on 13 Oct 05. It is a fund with Low risk and has given a CAGR/Annualized return of 7.1% since its launch.  Ranked 7 in Money Market category.  Return for 2019 was 8% , 2018 was 7.9% and 2017 was 6.8% .

Below is the key information for Aditya Birla Sun Life Money Manager Fund

Aditya Birla Sun Life Money Manager Fund
Growth
Launch Date 13 Oct 05
NAV (10 Jul 20) ₹276.746 ↑ 0.13   (0.05 %)
Net Assets (Cr) ₹8,222 on 30 Apr 20
Category Debt - Money Market
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Low
Expense Ratio 0.27
Sharpe Ratio 10.23
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
Min SIP Investment 1,000
Exit Load NIL
Yield to Maturity 0%
Effective Maturity
Modified Duration
Sub Cat. Money Market

Growth of 10,000 investment over the years.

DateValue
30 Jun 15₹10,000
30 Jun 16₹10,814
30 Jun 17₹11,568
30 Jun 18₹12,380
30 Jun 19₹13,420
30 Jun 20₹14,514

Aditya Birla Sun Life Money Manager Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹203,125.
Net Profit of ₹23,125
Invest Now

Returns for Aditya Birla Sun Life Money Manager Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jul 20

DurationReturns
1 Month 0.9%
3 Month 2.7%
6 Month 4.3%
1 Year 8.1%
3 Year 7.9%
5 Year 7.8%
10 Year
15 Year
Since launch 7.1%
Historical performance (Yearly) on absolute basis
YearReturns
2019 8%
2018 7.9%
2017 6.8%
2016 7.7%
2015 8.4%
2014 9.2%
2013 9.4%
2012 9.8%
2011 9%
2010 5.7%
Fund Manager information for Aditya Birla Sun Life Money Manager Fund
NameSinceTenure
Kaustubh Gupta15 Jul 118.97 Yr.
Mohit Sharma1 Apr 173.25 Yr.

Data below for Aditya Birla Sun Life Money Manager Fund as on 30 Apr 20

Asset Allocation
Asset ClassValue
Cash93.14%
Debt6.86%
Debt Sector Allocation
SectorValue
Corporate82.06%
Cash Equivalent11.02%
Government6.92%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Net Receivables / (Payables)
Net Current Assets | -
22%-₹1,811 Cr
Clearing Corporation Of India Limited
CBLO | -
10%₹873 Cr
LIC Housing Finance Limited
Commercial Paper | -
7%₹580 Cr12,000
Reliance Industries Limited
Commercial Paper | -
5%₹388 Cr8,000
Housing Development Finance Corporation Limited
Commercial Paper | -
4%₹339 Cr7,000
Export-Import Bank Of India
Commercial Paper | -
4%₹320 Cr6,500
↓ -500
Reliance Jio Infocomm Limited
Commercial Paper | -
4%₹315 Cr6,500
↓ -500
ICICI Bank Limited
Certificate of Deposit | -
3%₹269 Cr27,500
Larsen And Toubro Limited
Commercial Paper | -
3%₹254 Cr5,200
↑ 700
Axis Bank Limited
Certificate of Deposit | -
3%₹245 Cr25,000
↓ -5,000

4. Aditya Birla Sun Life Government Securities Fund

(Erstwhile Aditya Birla Sun Life Gilt Plus Fund - PF Plan)

An Open - ended government securities scheme with the objective to generate income and capital appreciation through investments exclusively in Government Securities.

Aditya Birla Sun Life Government Securities Fund is a Debt - Government Bond fund was launched on 12 Oct 99. It is a fund with Moderate risk and has given a CAGR/Annualized return of 9.2% since its launch.  Ranked 4 in Government Bond category.  Return for 2019 was 11% , 2018 was 6.9% and 2017 was 4.4% .

Below is the key information for Aditya Birla Sun Life Government Securities Fund

Aditya Birla Sun Life Government Securities Fund
Growth
Launch Date 12 Oct 99
NAV (10 Jul 20) ₹62.4049 ↑ 0.14   (0.22 %)
Net Assets (Cr) ₹351 on 30 Apr 20
Category Debt - Government Bond
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderate
Expense Ratio 1.17
Sharpe Ratio 2.74
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-90 Days (0.5%),90 Days and above(NIL)
Yield to Maturity 0%
Effective Maturity
Modified Duration
Sub Cat. Government Bond

Growth of 10,000 investment over the years.

DateValue
30 Jun 15₹10,000
30 Jun 16₹11,112
30 Jun 17₹12,890
30 Jun 18₹12,778
30 Jun 19₹14,502
30 Jun 20₹16,419

Aditya Birla Sun Life Government Securities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹212,284.
Net Profit of ₹32,284
Invest Now

Returns for Aditya Birla Sun Life Government Securities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jul 20

DurationReturns
1 Month 1.3%
3 Month 7.8%
6 Month 9.7%
1 Year 11.8%
3 Year 8.7%
5 Year 10.4%
10 Year
15 Year
Since launch 9.2%
Historical performance (Yearly) on absolute basis
YearReturns
2019 11%
2018 6.9%
2017 4.4%
2016 16.7%
2015 5.7%
2014 19.9%
2013 3.5%
2012 11.4%
2011 9.8%
2010 2.5%
Fund Manager information for Aditya Birla Sun Life Government Securities Fund
NameSinceTenure
Pranay Sinha1 Apr 173.25 Yr.

Data below for Aditya Birla Sun Life Government Securities Fund as on 30 Apr 20

Asset Allocation
Asset ClassValue
Cash3.54%
Debt96.46%
Debt Sector Allocation
SectorValue
Government96.46%
Cash Equivalent3.54%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
GOVT STOCK
Sovereign Bonds | -
39%₹191 Cr17,168,600
↑ 6,500,000
GOVT STOCK
Sovereign Bonds | -
15%₹72 Cr7,000,000
↑ 4,000,000
7.88% GS 2030
Sovereign Bonds | -
13%₹62 Cr5,500,000
↑ 3,000,000
6.19% Govt Stock 2034
Sovereign Bonds | -
8%₹40 Cr4,000,000
↑ 4,000,000
7.95% Govt Stock 2032
Sovereign Bonds | -
5%₹23 Cr2,000,000
07.65 UP SDL 2030
Sovereign Bonds | -
4%₹22 Cr2,000,000
08.68 TN SDL 2028
Sovereign Bonds | -
2%₹11 Cr1,000,000
7.40% Govt Stock 2035
Sovereign Bonds | -
2%₹11 Cr1,000,000
Net Receivables / (Payables)
Net Current Assets | -
2%₹11 Cr
GOVT STOCK
Sovereign Bonds | -
2%₹11 Cr1,000,000
↑ 1,000,000

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Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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