+91-22-48913909آدتیہ برلا سن لائف میوچل فنڈ 2022 کے 4 بہترین قرض فنڈز
سرمایہ کار جو اپنے پیسے کو محفوظ کرنا چاہتے ہیں، ڈیبٹ فنڈز بذریعہبرلا سن لائف میوچل فنڈ آپ کے لئے بہترین ہے. یہ فنڈز بھی زیادہ فراہم کرتے ہیں۔لیکویڈیٹی ٹیکس موثر ریٹرن کے ساتھ۔ ڈیبٹ فنڈز قرض کی سرمایہ کاری کے مرکب میں سرمایہ کاری کرتے ہیں جیسے کہ سرکاری سیکیورٹیز (G-Secs)، ٹریژری بلز،کرنسی مارکیٹ آلات وغیرہ۔ یہ فنڈز مختلف میچورٹیز کی ڈیٹ سیکیورٹیز میں سرمایہ کاری کرتے ہیں جس میں ہر سیکیورٹی کی ایک مقررہ میچورٹی تاریخ اور شرح سود ہوتی ہے۔ اس طرح، قرض فنڈز کے مقابلے میں کم خطرہ سرمایہ کاریایکویٹی فنڈز.
برلا سن لائفمشترکہ فنڈ عام طور پر جیسے آلات میں سرمایہ کاری کرتا ہے۔بانڈز معروف ہندوستانی کمپنیوں اور حکومت ہند کی طرف سے جاری کردہ سیکیورٹیز، جو نسبتاً محفوظ سمجھی جاتی ہیں۔
اس طرح سرمایہ کار جو باقاعدہ کمانا چاہتے ہیں۔آمدنی مثالی طور پر ان فہرست شدہ ٹاپ 4 میں سرمایہ کاری کر سکتے ہیں۔بہترین قرض فنڈز بذریعہ برلا سن لائف میوچل فنڈ۔ ان فنڈز کو AUM جیسے کچھ پیرامیٹرز کے ذریعے شارٹ لسٹ کیا گیا ہے۔نہیں ہیں، ماضی کی واپسی، پورٹ فولیو کا کریڈٹ معیار، اوسط میچورٹی، وغیرہ۔
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اے بی ایس ایل ڈیبٹ فنڈز میں کیوں سرمایہ کاری کریں؟
وہ سرمایہ کار جو مختصر مدت کے حصول کا منصوبہ بنا رہے ہیں۔مالی اہداف، پھر قرض فنڈز ایک اچھا آپشن ہو سکتا ہے۔ تجویز کردہقرض فنڈ اس منصوبے کے آلات قلیل مدتی، انتہائیمختصر مدت کے قرض فنڈز یامائع فنڈز. قلیل مدتی سرمایہ کاری میں، آپ کو حفاظت اور لیکویڈیٹی کو یقینی بنانے کی ضرورت ہے جو قرض کے فنڈز کے ذریعے اچھی طرح سے پیش کیے جاتے ہیں۔
چونکہ، قرض کے فنڈز زیادہ تر سرکاری سیکیورٹیز، کارپوریٹ قرض اور دیگر سیکیورٹیز جیسے ٹریژری بلز وغیرہ میں سرمایہ کاری کرتے ہیں، اس لیے وہ ایکویٹی سے متاثر نہیں ہوتے ہیں۔مارکیٹ اتار چڑھاؤ.
سرمایہ کار اس سے بہتر منافع کما سکتے ہیں۔بینک بچت اکاونٹ میں
مائع فنڈز. اگر آپ مختصر مدت میں معقول منافع کمانا چاہتے ہیں تو یہ فنڈز انتہائی قابل سفارش ہیں۔ڈیبٹ فنڈز کو باقاعدہ آمدنی پیدا کرنے کے لیے ایک مثالی سرمایہ کاری سمجھا جاتا ہے۔ مثال کے طور پر، ڈیویڈنڈ کی ادائیگی کا انتخاب باقاعدہ آمدنی کے لیے ایک آپشن ہو سکتا ہے۔
بہترین آدتیہ برلا سن لائف ڈیبٹ میوچل فنڈز
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2025 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Aditya Birla Sun Life Money Manager Fund Growth ₹400.442
↑ 0.18 ₹30,839 1.8 3.7 6.4 7.3 7.4 7.02% 5M 23D 5M 26D Aditya Birla Sun Life Savings Fund Growth ₹592.576
↑ 0.21 ₹18,819 1.7 3.5 6.4 7.2 7.4 7.42% 5M 19D 7M 13D Aditya Birla Sun Life Corporate Bond Fund Growth ₹119.104
↓ -0.12 ₹22,636 0.2 2.9 4.2 6.7 7.4 7.49% 4Y 4M 6D 7Y 6M 14D Aditya Birla Sun Life Medium Term Plan Growth ₹43.7283
↓ -0.04 ₹3,319 0.9 3.9 7.9 9.7 10.9 8.09% 2Y 11M 12D 4Y 4M 10D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Sep 26 Research Highlights & Commentary of 4 Funds showcased
Commentary Aditya Birla Sun Life Money Manager Fund Aditya Birla Sun Life Savings Fund Aditya Birla Sun Life Corporate Bond Fund Aditya Birla Sun Life Medium Term Plan Point 1 Highest AUM (₹30,839 Cr). Lower mid AUM (₹18,819 Cr). Upper mid AUM (₹22,636 Cr). Bottom quartile AUM (₹3,319 Cr). Point 2 Established history (20+ yrs). Established history (23+ yrs). Oldest track record among peers (29 yrs). Established history (17+ yrs). Point 3 Top rated. Rating: 5★ (upper mid). Rating: 5★ (lower mid). Rating: 4★ (bottom quartile). Point 4 Risk profile: Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderate. Point 5 1Y return: 6.44% (upper mid). 1Y return: 6.35% (lower mid). 1Y return: 4.23% (bottom quartile). 1Y return: 7.90% (top quartile). Point 6 1M return: 0.52% (top quartile). 1M return: 0.50% (upper mid). 1M return: -0.27% (bottom quartile). 1M return: -0.01% (lower mid). Point 7 Sharpe: 0.87 (lower mid). Sharpe: 1.00 (upper mid). Sharpe: -0.12 (bottom quartile). Sharpe: 1.28 (top quartile). Point 8 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 7.02% (bottom quartile). Yield to maturity (debt): 7.42% (lower mid). Yield to maturity (debt): 7.49% (upper mid). Yield to maturity (debt): 8.09% (top quartile). Point 10 Modified duration: 0.48 yrs (upper mid). Modified duration: 0.47 yrs (top quartile). Modified duration: 4.35 yrs (bottom quartile). Modified duration: 2.95 yrs (lower mid). Aditya Birla Sun Life Money Manager Fund
Aditya Birla Sun Life Savings Fund
Aditya Birla Sun Life Corporate Bond Fund
Aditya Birla Sun Life Medium Term Plan
(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. Below is the key information for Aditya Birla Sun Life Money Manager Fund Returns up to 1 year are on 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. Research Highlights for Aditya Birla Sun Life Savings Fund Below is the key information for Aditya Birla Sun Life Savings Fund Returns up to 1 year are on (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. Research Highlights for Aditya Birla Sun Life Corporate Bond Fund Below is the key information for Aditya Birla Sun Life Corporate Bond Fund Returns up to 1 year are on The primary investment objective of the Scheme is to generate regular income through investments in debt & money market instruments in order to make regular dividend payments to unit holders & secondary objective is growth of capital. Research Highlights for Aditya Birla Sun Life Medium Term Plan Below is the key information for Aditya Birla Sun Life Medium Term Plan Returns up to 1 year are on 1. Aditya Birla Sun Life Money Manager Fund
Aditya Birla Sun Life Money Manager Fund
Growth Launch Date 13 Oct 05 NAV (28 Sep 26) ₹400.442 ↑ 0.18 (0.04 %) Net Assets (Cr) ₹30,839 on 15 Aug 26 Category Debt - Money Market AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆☆ Risk Low Expense Ratio 0.36 Sharpe Ratio 0.87 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 1,000 Exit Load NIL Yield to Maturity 7.02% Effective Maturity 5 Months 26 Days Modified Duration 5 Months 23 Days Sub Cat. Money Market Growth of 10,000 investment over the years.
Date Value 31 Aug 21 ₹10,000 31 Aug 22 ₹10,396 31 Aug 23 ₹11,138 31 Aug 24 ₹11,984 31 Aug 25 ₹12,927 31 Aug 26 ₹13,755 Returns for Aditya Birla Sun Life Money Manager Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Sep 26 Duration Returns 1 Month 0.5% 3 Month 1.8% 6 Month 3.7% 1 Year 6.4% 3 Year 7.3% 5 Year 6.6% 10 Year 15 Year Since launch 6.8% Historical performance (Yearly) on absolute basis
Year Returns 2025 7.4% 2024 7.8% 2023 7.4% 2022 4.8% 2021 3.8% 2020 6.6% 2019 8% 2018 7.9% 2017 6.8% 2016 7.7% Fund Manager information for Aditya Birla Sun Life Money Manager Fund
Name Since Tenure Kaustubh Gupta 15 Jul 11 15.14 Yr. Anuj Jain 22 Mar 21 5.45 Yr. Mohit Sharma 1 Apr 17 9.42 Yr. Data below for Aditya Birla Sun Life Money Manager Fund as on 15 Aug 26
Asset Allocation
Asset Class Value Cash 70.3% Debt 29.7% Debt Sector Allocation
Sector Value Corporate 57.75% Cash Equivalent 27.38% Government 14.86% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity Indusind Bank Ltd.
Debentures | -5% ₹1,414 Cr 29,000 The Jammu And Kashmir Bank Limited
Debentures | -3% ₹969 Cr 20,000 Axis Bank Ltd.
Debentures | -3% ₹935 Cr 19,000 Federal Bank Ltd.
Debentures | -3% ₹923 Cr 19,000 Gujarat State Development Loans
Sovereign Bonds | -3% ₹796 Cr 79,327,600 India (Republic of)
- | -2% ₹498 Cr 50,000,000 Karur Vysya Bank Ltd.
Debentures | -2% ₹485 Cr 10,000 The Jammu And Kashmir Bank Limited
Debentures | -2% ₹484 Cr 10,000 Tbill
Sovereign Bonds | -1% ₹399 Cr 40,000,000 India (Republic of)
- | -1% ₹347 Cr 35,000,000
↑ 35,000,000 2. Aditya Birla Sun Life Savings Fund
Aditya Birla Sun Life Savings Fund
Growth Launch Date 16 Apr 03 NAV (28 Sep 26) ₹592.576 ↑ 0.21 (0.04 %) Net Assets (Cr) ₹18,819 on 31 Aug 26 Category Debt - Ultrashort Bond AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆☆ Risk Moderately Low Expense Ratio 0.57 Sharpe Ratio 1 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 1,000 Exit Load NIL Yield to Maturity 7.42% Effective Maturity 7 Months 13 Days Modified Duration 5 Months 19 Days Sub Cat. Ultrashort Bond Growth of 10,000 investment over the years.
Date Value 31 Aug 21 ₹10,000 31 Aug 22 ₹10,392 31 Aug 23 ₹11,106 31 Aug 24 ₹11,931 31 Aug 25 ₹12,877 31 Aug 26 ₹13,697 Returns for Aditya Birla Sun Life Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Sep 26 Duration Returns 1 Month 0.5% 3 Month 1.7% 6 Month 3.5% 1 Year 6.4% 3 Year 7.2% 5 Year 6.5% 10 Year 15 Year Since launch 7.4% Historical performance (Yearly) on absolute basis
Year Returns 2025 7.4% 2024 7.9% 2023 7.2% 2022 4.8% 2021 3.9% 2020 7% 2019 8.5% 2018 7.6% 2017 7.2% 2016 9.2% Fund Manager information for Aditya Birla Sun Life Savings Fund
Name Since Tenure Sunaina Cunha 20 Jun 14 12.21 Yr. Kaustubh Gupta 15 Jul 11 15.14 Yr. Monika Gandhi 22 Mar 21 5.45 Yr. Data below for Aditya Birla Sun Life Savings Fund as on 31 Aug 26
Asset Allocation
Asset Class Value Cash 39.91% Debt 60.09% Debt Sector Allocation
Sector Value Corporate 71.12% Government 19.75% Cash Equivalent 9.12% Credit Quality
Rating Value AA 33.08% AAA 66.92% Top Securities Holdings / Portfolio
Name Holding Value Quantity India (Republic of)
- | -5% ₹850 Cr 85,000,000 National Bank for Agriculture and Rural Development
Domestic Bonds | -4% ₹739 Cr 15,300 Shriram Finance Limited
Debentures | -3% ₹530 Cr 52,500 Vedanta Limited
Debentures | -2% ₹450 Cr 44,500 Bharti Telecom Limited
Debentures | -2% ₹397 Cr 40,000 Muthoot Finance Limited
Debentures | -2% ₹324 Cr 32,500 Mankind Pharma Limited
Debentures | -2% ₹320 Cr 32,000 Avanse Financial Services Limited
Debentures | -2% ₹298 Cr 30,000 Adani Airport Holdings Limited
Debentures | -2% ₹296 Cr 30,000 AU Small Finance Bank Ltd.
Debentures | -2% ₹292 Cr 6,000 3. Aditya Birla Sun Life Corporate Bond Fund
Aditya Birla Sun Life Corporate Bond Fund
Growth Launch Date 3 Mar 97 NAV (28 Sep 26) ₹119.104 ↓ -0.12 (-0.10 %) Net Assets (Cr) ₹22,636 on 31 Aug 26 Category Debt - Corporate Bond AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆☆ Risk Moderately Low Expense Ratio 0.51 Sharpe Ratio -0.12 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 100 Exit Load NIL Yield to Maturity 7.49% Effective Maturity 7 Years 6 Months 14 Days Modified Duration 4 Years 4 Months 6 Days Sub Cat. Corporate Bond Growth of 10,000 investment over the years.
Date Value 31 Aug 21 ₹10,000 31 Aug 22 ₹10,321 31 Aug 23 ₹11,032 31 Aug 24 ₹11,920 31 Aug 25 ₹12,840 31 Aug 26 ₹13,510 Returns for Aditya Birla Sun Life Corporate Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Sep 26 Duration Returns 1 Month -0.3% 3 Month 0.2% 6 Month 2.9% 1 Year 4.2% 3 Year 6.7% 5 Year 6.1% 10 Year 15 Year Since launch 8.7% Historical performance (Yearly) on absolute basis
Year Returns 2025 7.4% 2024 8.5% 2023 7.3% 2022 4.1% 2021 4% 2020 11.9% 2019 9.6% 2018 7% 2017 6.5% 2016 10.2% Fund Manager information for Aditya Birla Sun Life Corporate Bond Fund
Name Since Tenure Kaustubh Gupta 12 Apr 21 5.39 Yr. Data below for Aditya Birla Sun Life Corporate Bond Fund as on 31 Aug 26
Asset Allocation
Asset Class Value Cash 9.53% Debt 90.47% Debt Sector Allocation
Sector Value Corporate 63.39% Government 30.52% Cash Equivalent 6.09% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity 6.94% Govt Stock 2036
Sovereign Bonds | -7% ₹1,656 Cr 167,276,100
↑ 14,000,000 National Bank For Agriculture And Rural Development
Debentures | -5% ₹1,170 Cr 117,500
↑ 7,500 6.68% Govt Stock 2040
Sovereign Bonds | -3% ₹768 Cr 80,500,000
↓ -59,000,000 National Bank For Agriculture And Rural Development
Debentures | -3% ₹689 Cr 69,500
↑ 69,500 Bharti Telecom Limited
Debentures | -3% ₹670 Cr 67,500 Jamnagar Utilities & Power Private Limited
Debentures | -2% ₹572 Cr 59,000 Bajaj Housing Finance Limited
Debentures | -2% ₹490 Cr 50,000 National Bank For Agriculture And Rural Development
Debentures | -2% ₹486 Cr 49,620
↑ 10,000 Bharti Telecom Limited
Debentures | -2% ₹412 Cr 41,400 Summit Digitel Infrastructure Limited
Debentures | -2% ₹397 Cr 4,000 4. Aditya Birla Sun Life Medium Term Plan
Aditya Birla Sun Life Medium Term Plan
Growth Launch Date 25 Mar 09 NAV (28 Sep 26) ₹43.7283 ↓ -0.04 (-0.09 %) Net Assets (Cr) ₹3,319 on 31 Aug 26 Category Debt - Medium term Bond AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderate Expense Ratio 1.55 Sharpe Ratio 1.28 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Yield to Maturity 8.09% Effective Maturity 4 Years 4 Months 10 Days Modified Duration 2 Years 11 Months 12 Days Sub Cat. Medium term Bond Growth of 10,000 investment over the years.
Date Value 31 Aug 21 ₹10,000 31 Aug 22 ₹12,410 31 Aug 23 ₹13,277 31 Aug 24 ₹14,340 31 Aug 25 ₹16,161 31 Aug 26 ₹17,576 Returns for Aditya Birla Sun Life Medium Term Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Sep 26 Duration Returns 1 Month 0% 3 Month 0.9% 6 Month 3.9% 1 Year 7.9% 3 Year 9.7% 5 Year 11.8% 10 Year 15 Year Since launch 8.8% Historical performance (Yearly) on absolute basis
Year Returns 2025 10.9% 2024 10.5% 2023 6.9% 2022 24.8% 2021 7.1% 2020 8.1% 2019 -4.4% 2018 5.6% 2017 7% 2016 10.9% Fund Manager information for Aditya Birla Sun Life Medium Term Plan
Name Since Tenure Sunaina Cunha 1 Sep 14 12.01 Yr. Mohit Sharma 6 Aug 20 6.07 Yr. Data below for Aditya Birla Sun Life Medium Term Plan as on 31 Aug 26
Asset Allocation
Asset Class Value Cash 10.93% Equity 4.07% Debt 84.77% Other 0.23% Debt Sector Allocation
Sector Value Corporate 55.76% Government 29.01% Cash Equivalent 10.93% Credit Quality
Rating Value A 9.91% AA 40.96% AAA 49.13% Top Securities Holdings / Portfolio
Name Holding Value Quantity 6.94% Govt Stock 2036
Sovereign Bonds | -11% ₹366 Cr 37,000,000
↓ -6,000,000 Bajaj Housing Finance Limited
Debentures | -4% ₹125 Cr 12,500
↓ -2,500 National Bank For Agriculture And Rural Development
Debentures | -4% ₹124 Cr 12,500
↑ 12,500 National Bank For Agriculture And Rural Development
Debentures | -3% ₹113 Cr 11,500 Hinduja Leyland Finance Limited
Debentures | -3% ₹109 Cr 11,000 Cholamandalam Investment And Finance Company Limited
Debentures | -3% ₹103 Cr 10,500 Oxyzo Financial Services Limited
Debentures | -3% ₹89 Cr 9,000 GMR Airports Limited
Debentures | -3% ₹85 Cr 8,000 Jubilant Bevco Limited
Debentures | -2% ₹83 Cr 7,400 Jtpm Metal TRaders Limited
Debentures | -2% ₹83 Cr 7,673
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Research Highlights for Aditya Birla Sun Life Money Manager Fund