+91-22-4891390910 بہترین کارکردگی کا مظاہرہ کرنے والے ڈیبٹ میوچل فنڈز SIPs 2022
SIP سرمایہ کاری سب سے زیادہ نظم و ضبط میں سے ایک ہےسرمایہ کاری اختیارات جبمیوچل فنڈز میں سرمایہ کاری. مزید یہ کہ، سرمایہ کاری کی کم از کم رقم aگھونٹ مشترکہ فنڈ INR 500 سے کم ہے۔ اس میں سرمایہ کاری ہوتی ہے۔ٹاپ ایس آئی پی بہت آسان منصوبے. عام طور پر، SIPs کے لیے مثالی ہیں۔ایکویٹی فنڈز کیونکہ یہ طویل عرصے میں SIP سے سب سے زیادہ فائدہ اٹھاتا ہے، لیکن بہت سے سرمایہ کار اسے لینے کو ترجیح دیتے ہیں۔قرض فنڈ بھی لہذا، یہاں ہندوستان میں قرض کے کچھ بہترین SIP منصوبے ہیں جو اچھے منافع پیش کرتے ہیں۔
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مالی سال 22 - 23 میں سرمایہ کاری کے لیے سرفہرست 10 ڈیبٹ میوچل فنڈز SIP پلان
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Aditya Birla Sun Life Credit Risk Fund Growth ₹22.8331
↑ 0.01 ₹1,044 100 2.2 5.6 15.8 10.6 11.9 7.78% 2Y 1M 6D 3Y 1M 13D Aditya Birla Sun Life Medium Term Plan Growth ₹40.5265
↑ 0.01 ₹2,876 1,000 1.5 4.8 12.4 9.5 10.5 7.51% 3Y 4M 17D 4Y 6M 22D Sundaram Low Duration Fund Growth ₹28.8391
↑ 0.01 ₹550 1,000 1 10.2 11.8 5 4.19% 5M 18D 8M 1D Franklin India Corporate Debt Fund Growth ₹101.207
↑ 0.06 ₹1,071 500 1.3 5.6 9.3 7.8 7.6 7.12% 2Y 11M 5D 6Y 4M 17D Nippon India Credit Risk Fund Growth ₹35.6958
↑ 0.01 ₹990 100 1.9 4.9 9.1 8.4 8.3 8.28% 1Y 11M 12D 2Y 3M 25D ICICI Prudential Regular Savings Fund Growth ₹32.4855
↑ 0.01 ₹6,013 100 2 5.2 8.8 8.3 8.5 8.07% 2Y 1M 24D 3Y 3M 7D ICICI Prudential Medium Term Bond Fund Growth ₹45.6596
↑ 0.01 ₹5,739 1,000 1.7 4.6 8.6 8 8 7.85% 3Y 3M 25D 5Y 8M 23D Axis Short Term Fund Growth ₹31.4291
↑ 0.00 ₹12,129 1,000 1.3 4.4 8.3 7.7 8 6.89% 2Y 5M 23D 3Y 2M 12D SBI Credit Risk Fund Growth ₹46.3873
↑ 0.00 ₹2,210 500 1.6 4.2 8.3 8.2 8.1 8.17% 2Y 2M 26D 3Y 18D Axis Strategic Bond Fund Growth ₹28.4543
↑ 0.00 ₹1,902 1,000 1.3 4.3 8.3 8.1 8.7 7.82% 3Y 3M 29D 4Y 7M 2D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Sep 25 Research Highlights & Commentary of 10 Funds showcased
Commentary Aditya Birla Sun Life Credit Risk Fund Aditya Birla Sun Life Medium Term Plan Sundaram Low Duration Fund Franklin India Corporate Debt Fund Nippon India Credit Risk Fund ICICI Prudential Regular Savings Fund ICICI Prudential Medium Term Bond Fund Axis Short Term Fund SBI Credit Risk Fund Axis Strategic Bond Fund Point 1 Bottom quartile AUM (₹1,044 Cr). Upper mid AUM (₹2,876 Cr). Bottom quartile AUM (₹550 Cr). Lower mid AUM (₹1,071 Cr). Bottom quartile AUM (₹990 Cr). Top quartile AUM (₹6,013 Cr). Upper mid AUM (₹5,739 Cr). Highest AUM (₹12,129 Cr). Upper mid AUM (₹2,210 Cr). Lower mid AUM (₹1,902 Cr). Point 2 Established history (10+ yrs). Established history (16+ yrs). Established history (18+ yrs). Oldest track record among peers (28 yrs). Established history (20+ yrs). Established history (14+ yrs). Established history (21+ yrs). Established history (15+ yrs). Established history (21+ yrs). Established history (13+ yrs). Point 3 Not Rated. Top rated. Rating: 2★ (upper mid). Rating: 2★ (lower mid). Rating: 2★ (lower mid). Rating: 1★ (bottom quartile). Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Rating: 4★ (top quartile). Rating: 4★ (upper mid). Point 4 Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Moderate. Point 5 1Y return: 15.80% (top quartile). 1Y return: 12.35% (top quartile). 1Y return: 11.79% (upper mid). 1Y return: 9.31% (upper mid). 1Y return: 9.14% (upper mid). 1Y return: 8.80% (lower mid). 1Y return: 8.64% (lower mid). 1Y return: 8.34% (bottom quartile). 1Y return: 8.30% (bottom quartile). 1Y return: 8.27% (bottom quartile). Point 6 1M return: 1.02% (upper mid). 1M return: 0.88% (upper mid). 1M return: 0.28% (bottom quartile). 1M return: 0.75% (lower mid). 1M return: 0.69% (bottom quartile). 1M return: 1.16% (top quartile). 1M return: 1.18% (top quartile). 1M return: 0.69% (bottom quartile). 1M return: 0.76% (lower mid). 1M return: 0.88% (upper mid). Point 7 Sharpe: 2.29 (upper mid). Sharpe: 2.36 (top quartile). Sharpe: 0.99 (bottom quartile). Sharpe: 1.26 (bottom quartile). Sharpe: 2.73 (top quartile). Sharpe: 1.90 (upper mid). Sharpe: 1.49 (lower mid). Sharpe: 1.56 (lower mid). Sharpe: 1.72 (upper mid). Sharpe: 1.24 (bottom quartile). Point 8 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 7.78% (lower mid). Yield to maturity (debt): 7.51% (lower mid). Yield to maturity (debt): 4.19% (bottom quartile). Yield to maturity (debt): 7.12% (bottom quartile). Yield to maturity (debt): 8.28% (top quartile). Yield to maturity (debt): 8.07% (upper mid). Yield to maturity (debt): 7.85% (upper mid). Yield to maturity (debt): 6.89% (bottom quartile). Yield to maturity (debt): 8.17% (top quartile). Yield to maturity (debt): 7.82% (upper mid). Point 10 Modified duration: 2.10 yrs (upper mid). Modified duration: 3.38 yrs (bottom quartile). Modified duration: 0.47 yrs (top quartile). Modified duration: 2.93 yrs (lower mid). Modified duration: 1.95 yrs (top quartile). Modified duration: 2.15 yrs (upper mid). Modified duration: 3.32 yrs (bottom quartile). Modified duration: 2.48 yrs (lower mid). Modified duration: 2.24 yrs (upper mid). Modified duration: 3.33 yrs (bottom quartile). Aditya Birla Sun Life Credit Risk Fund
Aditya Birla Sun Life Medium Term Plan
Sundaram Low Duration Fund
Franklin India Corporate Debt Fund
Nippon India Credit Risk Fund
ICICI Prudential Regular Savings Fund
ICICI Prudential Medium Term Bond Fund
Axis Short Term Fund
SBI Credit Risk Fund
Axis Strategic Bond Fund
* فنڈ ہونے کا ذکر کیا گیا ہے۔فنڈ کا سائز (AUM) 500 کروڑ سے اوپر.
(Erstwhile Aditya Birla Sun Life Corporate Bond Fund) 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. Below is the key information for Aditya Birla Sun Life Credit Risk 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 (Erstwhile Sundaram Ultra Short Term Fund) To provide a level of income consistent with liquidity
through investments made primarily in money market and
debt securities. Research Highlights for Sundaram Low Duration Fund Below is the key information for Sundaram Low Duration Fund Returns up to 1 year are on (Erstwhile Franklin India Income Builder Account - Plan A) The investment objective of the Scheme is primarily to provide investors Regular income under the Dividend Plan and Capital appreciation under the Growth Plan. Research Highlights for Franklin India Corporate Debt Fund Below is the key information for Franklin India Corporate Debt Fund Returns up to 1 year are on (Erstwhile Reliance Regular Savings Fund - Debt Plan) The primary investment objective of this option is to generate optimal returns consistent with moderate level of risk. This income may be complemented by capital appreciation of the portfolio. Accordingly investments shall predominantly be made in Debt & Money Market Instruments. Research Highlights for Nippon India Credit Risk Fund Below is the key information for Nippon India Credit Risk Fund Returns up to 1 year are on The fund’s objective is to provide reasonable returns, by maintaining an optimum balance of safety, liquidity and yield, through investments in a basket of debt and money market instruments with a view to delivering consistent performance. However, there can be no assurance that the investment objective of the Scheme will be realized. Research Highlights for ICICI Prudential Regular Savings Fund Below is the key information for ICICI Prudential Regular Savings Fund Returns up to 1 year are on (Erstwhile ICICI Prudential Corporate Bond Fund) To generate income through investments in a range of debt and money market instruments of various maturities with a view to maximizing income while maintaining the optimum balance of yield, safety and liquidity. Research Highlights for ICICI Prudential Medium Term Bond Fund Below is the key information for ICICI Prudential Medium Term Bond Fund Returns up to 1 year are on To generate stable returns with a low risk strategy while maintaining liquidity through a portfolio comprising of debt and money market instruments. However, there can be no assurance that the investment objective of the scheme will be achieved. Research Highlights for Axis Short Term Fund Below is the key information for Axis Short Term Fund Returns up to 1 year are on (Erstwhile SBI Corporate Bond Fund) The investment objective will be to actively manage a portfolio of good
quality corporate debt as well as Money Market Instruments so as to provide
reasonable returns and liquidity to the Unit holders. However there is no
guarantee or assurance that the investment objective of the scheme will
be achieved. Research Highlights for SBI Credit Risk Fund Below is the key information for SBI Credit Risk Fund Returns up to 1 year are on (Erstwhile Axis Income Fund) To generate optimal returns in the medium term while maintaining liquidity of the portfolio by investing in debt and money market instruments. Research Highlights for Axis Strategic Bond Fund Below is the key information for Axis Strategic Bond Fund Returns up to 1 year are on 1. Aditya Birla Sun Life Credit Risk Fund
Aditya Birla Sun Life Credit Risk Fund
Growth Launch Date 17 Apr 15 NAV (26 Sep 25) ₹22.8331 ↑ 0.01 (0.04 %) Net Assets (Cr) ₹1,044 on 15 Sep 25 Category Debt - Credit Risk AMC Birla Sun Life Asset Management Co Ltd Rating Risk Moderate Expense Ratio 1.54 Sharpe Ratio 2.29 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 100 Exit Load 0-365 Days (1%),365 Days and above(NIL) Yield to Maturity 7.78% Effective Maturity 3 Years 1 Month 13 Days Modified Duration 2 Years 1 Month 6 Days Growth of 10,000 investment over the years.
Date Value Returns for Aditya Birla Sun Life Credit Risk Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Sep 25 Duration Returns 1 Month 1% 3 Month 2.2% 6 Month 5.6% 1 Year 15.8% 3 Year 10.6% 5 Year 9.3% 10 Year 15 Year Since launch 8.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 11.9% 2023 6.9% 2022 7.1% 2021 6.4% 2020 9.4% 2019 2.1% 2018 6.6% 2017 8.1% 2016 10.3% 2015 Fund Manager information for Aditya Birla Sun Life Credit Risk Fund
Name Since Tenure Data below for Aditya Birla Sun Life Credit Risk Fund as on 15 Sep 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. Aditya Birla Sun Life Medium Term Plan
Aditya Birla Sun Life Medium Term Plan
Growth Launch Date 25 Mar 09 NAV (26 Sep 25) ₹40.5265 ↑ 0.01 (0.03 %) Net Assets (Cr) ₹2,876 on 15 Sep 25 Category Debt - Medium term Bond AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderate Expense Ratio 1.57 Sharpe Ratio 2.36 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 7.51% Effective Maturity 4 Years 6 Months 22 Days Modified Duration 3 Years 4 Months 17 Days Growth of 10,000 investment over the years.
Date Value 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 26 Sep 25 Duration Returns 1 Month 0.9% 3 Month 1.5% 6 Month 4.8% 1 Year 12.4% 3 Year 9.5% 5 Year 12% 10 Year 15 Year Since launch 8.8% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 9.5% Fund Manager information for Aditya Birla Sun Life Medium Term Plan
Name Since Tenure Data below for Aditya Birla Sun Life Medium Term Plan as on 15 Sep 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. Sundaram Low Duration Fund
Sundaram Low Duration Fund
Growth Launch Date 23 Apr 07 NAV (31 Dec 21) ₹28.8391 ↑ 0.01 (0.02 %) Net Assets (Cr) ₹550 on 30 Nov 21 Category Debt - Low Duration AMC Sundaram Asset Management Company Ltd Rating ☆☆ Risk Moderately Low Expense Ratio 0.86 Sharpe Ratio 0.99 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 1,000 Exit Load NIL Yield to Maturity 4.19% Effective Maturity 8 Months 1 Day Modified Duration 5 Months 18 Days Growth of 10,000 investment over the years.
Date Value Returns for Sundaram Low Duration Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Sep 25 Duration Returns 1 Month 0.3% 3 Month 1% 6 Month 10.2% 1 Year 11.8% 3 Year 5% 5 Year 5.7% 10 Year 15 Year Since launch 7.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for Sundaram Low Duration Fund
Name Since Tenure Data below for Sundaram Low Duration Fund as on 30 Nov 21
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. Franklin India Corporate Debt Fund
Franklin India Corporate Debt Fund
Growth Launch Date 23 Jun 97 NAV (26 Sep 25) ₹101.207 ↑ 0.06 (0.06 %) Net Assets (Cr) ₹1,071 on 31 Aug 25 Category Debt - Corporate Bond AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆ Risk Moderate Expense Ratio 0.79 Sharpe Ratio 1.26 Information Ratio 0 Alpha Ratio 0 Min Investment 10,000 Min SIP Investment 500 Exit Load 0-1 Years (0.5%),1 Years and above(NIL) Yield to Maturity 7.12% Effective Maturity 6 Years 4 Months 17 Days Modified Duration 2 Years 11 Months 5 Days Growth of 10,000 investment over the years.
Date Value Returns for Franklin India Corporate Debt Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Sep 25 Duration Returns 1 Month 0.8% 3 Month 1.3% 6 Month 5.6% 1 Year 9.3% 3 Year 7.8% 5 Year 6.3% 10 Year 15 Year Since launch 8.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.6% 2023 6.5% 2022 3.2% 2021 3.8% 2020 9% 2019 9.2% 2018 7.5% 2017 7.7% 2016 9% 2015 8.4% Fund Manager information for Franklin India Corporate Debt Fund
Name Since Tenure Data below for Franklin India Corporate Debt Fund as on 31 Aug 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. Nippon India Credit Risk Fund
Nippon India Credit Risk Fund
Growth Launch Date 8 Jun 05 NAV (26 Sep 25) ₹35.6958 ↑ 0.01 (0.03 %) Net Assets (Cr) ₹990 on 31 Aug 25 Category Debt - Credit Risk AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk Moderate Expense Ratio 1.46 Sharpe Ratio 2.73 Information Ratio 0 Alpha Ratio 0 Min Investment 500 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Yield to Maturity 8.28% Effective Maturity 2 Years 3 Months 25 Days Modified Duration 1 Year 11 Months 12 Days Growth of 10,000 investment over the years.
Date Value Returns for Nippon India Credit Risk Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Sep 25 Duration Returns 1 Month 0.7% 3 Month 1.9% 6 Month 4.9% 1 Year 9.1% 3 Year 8.4% 5 Year 8.7% 10 Year 15 Year Since launch 6.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 8.3% 2023 7.9% 2022 3.9% 2021 13.5% 2020 -5.9% 2019 1.9% 2018 6.1% 2017 7% 2016 10% 2015 8.8% Fund Manager information for Nippon India Credit Risk Fund
Name Since Tenure Data below for Nippon India Credit Risk Fund as on 31 Aug 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. ICICI Prudential Regular Savings Fund
ICICI Prudential Regular Savings Fund
Growth Launch Date 3 Dec 10 NAV (26 Sep 25) ₹32.4855 ↑ 0.01 (0.03 %) Net Assets (Cr) ₹6,013 on 15 Sep 25 Category Debt - Credit Risk AMC ICICI Prudential Asset Management Company Limited Rating ☆ Risk Moderate Expense Ratio 1.43 Sharpe Ratio 1.9 Information Ratio 0 Alpha Ratio 0 Min Investment 10,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Yield to Maturity 8.07% Effective Maturity 3 Years 3 Months 7 Days Modified Duration 2 Years 1 Month 24 Days Growth of 10,000 investment over the years.
Date Value Returns for ICICI Prudential Regular Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Sep 25 Duration Returns 1 Month 1.2% 3 Month 2% 6 Month 5.2% 1 Year 8.8% 3 Year 8.3% 5 Year 7.4% 10 Year 15 Year Since launch 8.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 8.5% 2023 7.2% 2022 5.1% 2021 6.2% 2020 9.8% 2019 9.5% 2018 6.6% 2017 6.8% 2016 9.5% 2015 9% Fund Manager information for ICICI Prudential Regular Savings Fund
Name Since Tenure Data below for ICICI Prudential Regular Savings Fund as on 15 Sep 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. ICICI Prudential Medium Term Bond Fund
ICICI Prudential Medium Term Bond Fund
Growth Launch Date 15 Sep 04 NAV (26 Sep 25) ₹45.6596 ↑ 0.01 (0.03 %) Net Assets (Cr) ₹5,739 on 15 Sep 25 Category Debt - Medium term Bond AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk Moderate Expense Ratio 1.37 Sharpe Ratio 1.49 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Yield to Maturity 7.85% Effective Maturity 5 Years 8 Months 23 Days Modified Duration 3 Years 3 Months 25 Days Growth of 10,000 investment over the years.
Date Value Returns for ICICI Prudential Medium Term Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Sep 25 Duration Returns 1 Month 1.2% 3 Month 1.7% 6 Month 4.6% 1 Year 8.6% 3 Year 8% 5 Year 6.9% 10 Year 15 Year Since launch 7.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 8% 2023 7% 2022 4.2% 2021 5.5% 2020 10.4% 2019 9.2% 2018 5.1% 2017 6.5% 2016 10.2% 2015 8.4% Fund Manager information for ICICI Prudential Medium Term Bond Fund
Name Since Tenure Data below for ICICI Prudential Medium Term Bond Fund as on 15 Sep 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 8. Axis Short Term Fund
Axis Short Term Fund
Growth Launch Date 22 Jan 10 NAV (26 Sep 25) ₹31.4291 ↑ 0.00 (0.01 %) Net Assets (Cr) ₹12,129 on 31 Aug 25 Category Debt - Short term Bond AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderately Low Expense Ratio 0.88 Sharpe Ratio 1.56 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load NIL Yield to Maturity 6.89% Effective Maturity 3 Years 2 Months 12 Days Modified Duration 2 Years 5 Months 23 Days Growth of 10,000 investment over the years.
Date Value Returns for Axis Short Term Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Sep 25 Duration Returns 1 Month 0.7% 3 Month 1.3% 6 Month 4.4% 1 Year 8.3% 3 Year 7.7% 5 Year 6.2% 10 Year 15 Year Since launch 7.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 8% 2023 6.8% 2022 3.7% 2021 3.5% 2020 10.1% 2019 9.8% 2018 6.3% 2017 5.9% 2016 9.6% 2015 8.1% Fund Manager information for Axis Short Term Fund
Name Since Tenure Data below for Axis Short Term Fund as on 31 Aug 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 9. SBI Credit Risk Fund
SBI Credit Risk Fund
Growth Launch Date 19 Jul 04 NAV (26 Sep 25) ₹46.3873 ↑ 0.00 (0.00 %) Net Assets (Cr) ₹2,210 on 15 Sep 25 Category Debt - Credit Risk AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk Moderate Expense Ratio 1.55 Sharpe Ratio 1.72 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-12 Months (3%),12-24 Months (1.5%),24-36 Months (0.75%),36 Months and above(NIL) Yield to Maturity 8.17% Effective Maturity 3 Years 18 Days Modified Duration 2 Years 2 Months 26 Days Growth of 10,000 investment over the years.
Date Value Returns for SBI Credit Risk Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Sep 25 Duration Returns 1 Month 0.8% 3 Month 1.6% 6 Month 4.2% 1 Year 8.3% 3 Year 8.2% 5 Year 7% 10 Year 15 Year Since launch 7.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 8.1% 2023 8.3% 2022 4.2% 2021 5% 2020 9.8% 2019 6.5% 2018 6.2% 2017 6.9% 2016 10.5% 2015 9.7% Fund Manager information for SBI Credit Risk Fund
Name Since Tenure Data below for SBI Credit Risk Fund as on 15 Sep 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 10. Axis Strategic Bond Fund
Axis Strategic Bond Fund
Growth Launch Date 28 Mar 12 NAV (26 Sep 25) ₹28.4543 ↑ 0.00 (0.00 %) Net Assets (Cr) ₹1,902 on 15 Sep 25 Category Debt - Medium term Bond AMC Axis Asset Management Company Limited Rating ☆☆☆☆ Risk Moderate Expense Ratio 1.08 Sharpe Ratio 1.24 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-12 Months (1%),12 Months and above(NIL) Yield to Maturity 7.82% Effective Maturity 4 Years 7 Months 2 Days Modified Duration 3 Years 3 Months 29 Days Growth of 10,000 investment over the years.
Date Value Returns for Axis Strategic Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Sep 25 Duration Returns 1 Month 0.9% 3 Month 1.3% 6 Month 4.3% 1 Year 8.3% 3 Year 8.1% 5 Year 6.9% 10 Year 15 Year Since launch 8.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 8.7% 2023 7.3% 2022 3.8% 2021 5.2% 2020 10.5% 2019 7.1% 2018 6.7% 2017 7.5% 2016 11.6% 2015 6.8% Fund Manager information for Axis Strategic Bond Fund
Name Since Tenure Data below for Axis Strategic Bond Fund as on 15 Sep 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
یہاں فراہم کردہ معلومات کے درست ہونے کو یقینی بنانے کے لیے تمام کوششیں کی گئی ہیں۔ تاہم، ڈیٹا کی درستگی کے حوالے سے کوئی ضمانت نہیں دی جاتی ہے۔ براہ کرم کوئی بھی سرمایہ کاری کرنے سے پہلے اسکیم کی معلومات کے دستاویز کے ساتھ تصدیق کریں۔
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Research Highlights for Aditya Birla Sun Life Credit Risk Fund