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Explore Aditya Birla Sun Life Crisil-IBX AAA NBFC-HFC Index-Dec 2025 Fund NFO. Learn benefits, & risks, and invest smartly<br>
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Aditya Birla Sun Life Crisil-IBX AAA NBFC-HFC Index-Dec 2025 Fund NFO Aditya Birla Sun Life Mutual Fund has introduced the Aditya Birla Sun Life Crisil-IBX AAA NBFC-HFC Index-Dec 2025 Fund under its Asset Management Company, with the NFO open from October 8 to October 14, 2024. This open-ended Target Maturity Index Fund tracks the CRISIL-IBX AAA NBFC-HFC Index-Dec 2025, providing moderate interest rate risk and relatively low credit risk. Fund Overview: The minimum investment amount for this NFO is Rs.1,000, with the scheme reopening within five business days after allotment. It aims to generate returns that closely track the CRISIL- IBX AAA NBFC-HFC Index-Dec 2025, investing 95-100% in the index instruments and 0-5% in money market and debt instruments. Key Dates: NFO Start Date: October 8, 2024 End Date: October 14, 2024 Listing Date: Within 5 business days of allotment
Investment Objective: The scheme aims to deliver returns that mirror the performance of the Aditya Birla Sun Life Crisil-IBX Fund, NBFC-HFC Index Fund, subject to tracking errors. It focuses on investments in high-quality, AAA-rated instruments in the NBFC and HFC sectors. Key Features: Expense Ratio: Nil Exit Load: Nil AUM: Rs. 3,84,327 crore Risk Level: Moderate Benchmark: CRISIL-IBX AAA NBFC-HFC Index-Dec 2025 Why Invest: This fund o?ers targeted exposure to the NBFC and HFC sectors, providing balanced yields on corporate bonds with relatively lower credit risk. It’s ideal for investors seeking moderate risk and stable returns until December 2025. Risk Factors: The fund is subject to concentration risk if focused on specific issuers in the NBFC-HFC sectors and may not actively manage its assets, leading to potential volatility. Fund Manager: Mr. Sanjay Godambe This scheme is suitable for investors looking for moderate risk and income during the target maturity period, while still maintaining liquidity.