Aditya Birla Sun Life Corporate Bond Fund Regular Plan Payout Inc Dist cum Cap Wdrl

Aditya Birla Sun Life Corporate Bond Fund Regular Plan Payout Inc Dist cum Cap Wdrl is a debt fund. This fund was started on 11 October, 2013. The fund is managed by Kaustubh Gupta. This fund is suitable to keep your money safe.

1. Aditya Birla Sun Life Corporate Bond Fund Regular Plan Payout Inc Dist cum Cap Wdrl has ₹28726 Cr worth of assets under management (AUM) as on Jun 2025 and is more than category average.
2. The fund has an expense ratio 0.5.
   

Aditya Birla Sun Life Corporate Bond Fund Regular Plan Payout Inc Dist cum Cap Wdrl has given a CAGR return of 7.32% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 8.98%, 7.50% and 6.25% respectively.

Aditya Birla Sun Life Corporate Bond Fund Regular Plan Payout Inc Dist cum Cap Wdrl has allocated its funds majorly in Financial Services, Corporate, Government, Utilities, Cash Equivalent. Its top holdings are 6.92% Govt Stock 2039, 6.79% Govt Stock 2034, 7.1% Govt Stock 2034, 7.34% Govt Stock 2064, Small Industries Development Bank Of India

As it is a corporate bond mutual fund the taxation is as follows:
If the fund is debt oriented i.e. asset allocation of more than 65% in debt instruments:
Invested before 1 April 2023 and held for less than 24 months, STCG will be taxed at your income slab rate.
Invested before 1 April 2023 and held for more than 24 months, LTCG will be taxed at 12.5%.
Invested after 1 April 2023, capital gains will be taxed at your income slab rate.
Dividends will always be taxed at slab rate.

The investment objective of the scheme is to generate optimal returns with high liquidity through active management of the portfolio by investing in High Quality Debt and Money Market Instruments.

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Aditya Birla Sun Life Corporate Bond Fund Regular Plan Payout Inc Dist cum Cap Wdrl has no lock in period.