Ticker IMPORTANT ALERT ! Beware of Fake AMC App, Online Impersonation & Scam WhatsApp Groups.

Ticker Close

Aditya Birla Sun Life AMC Limited


Passive Debt funds investing in G-secs with target maturity approach – liquidity, safety with reasonable returns!

  • Traditional savings products may suffer from some disadvantages
    Certain traditional savings products may suffer from lower liquidity on account of premature withdrawal charges coupled with lower net of tax returns. On the other hand, corporate bonds potentially offering high returns may come come with higher risk levels.

  • G-Secs - an investment option for the medium term
    G-secs are highly liquid and have sovereign rating making them a safe avenue. Their likely inclusion in global indices could also drive capital appreciation for investors in the medium term.

  • G-secs yield curve attractive up to a 5-6-year period
    Hawkish global banks, strong high frequency domestic indicators and RBI rate hike expectations have elevated the short end of G-sec yield curve; thus, currently offering attractive yields.

  • An efficient way to invest in G-secs – Passive Debt funds
    These funds seek to track and replicate the performance of an underlying debt index by investing in the same securities, and in the same proportion as the index it tracks. They have no lock-in making them highly liquid, at the same they offer predictability of returns, safety and tax efficiency.



What are the G-secs that are constituents of this fund?

  • • The index comprises of government securities (G-secs). G-secs are debt instruments issued by the RBI on behalf of the Government of India in exchange for money borrowed. These are issued from time to time as a means to raise funds for various governmental purposes.

  • • G-secs that have a minimum total outstanding amount of Rs.25,000 crores are eligible to be part of the index. G-secs are weighted on the basis of a composite score that is formulated with 70% weightage to liquidity score and 30% weightage to amount outstanding.

  • • The selected G-secs must have maturity date within the 6-month period ending 30th April 2026

  • • The securities shall be rebalanced every 6 months and the relative weights of the G-secs will change due to price movement and will be reset during the half-yearly rebalancing.

Why invest in G-Secs?

  • • G-secs are sovereign debt instruments, guaranteed by the Government of India. This means they have low credit risk.

  • • They have attractive yields for the 6-year investing tenure.

  • • Trade at high volumes and thus enjoy good liquidity.

Why should you invest in Aditya Birla Sun Life CRISIL IBX Gilt – April 2026 Index Fund?




Aditya Birla Sun Life CRISIL IBX Gilt – April 2026 Index Fund
Download


For more information on the scheme, please refer to SID/KIM of the scheme.