Aditya Birla Sun Life AMC Limited


Debt passive funds for an all-in-one debt investment solution!

  • - Debt yields looking attractive today

    Debt market yields are becoming attractive against the backdrop of conducive economic environment - moderated inflation, sustained economic growth, monetary policy conviction on interest rates etc. ..


  • - Ask of the Debt investors

    Relatively conservative investors look for moderate risk investment options that could generate fixed/pre-determined income.


  • - The probable solution – Passive Debt Index Funds

    These are mutual fund schemes that seek to mimic the performance of an underlying index by investing in the same debt securities, in the same proportion of the index it tracks. They combine the benefits of predictability of income with the potential of safety of high-quality debt.


  • - Investing in SDLs

    State development loans (SDLs) are bonds issued by state governments to raise funds from the market for their budgetary requirements.


Presenting
Aditya Birla Sun Life Nifty SDL Apr 2027 Index Fund




To know more please visit : https://www.niftyindices.com/indices/fixed-income/target-maturity-index/nifty-sdl-apr-2027-index



Why should you invest in Aditya Birla Sun Life Nifty SDL Apr 2027 Index Fund?

  • Target Maturity Scheme
    By investing in SDLs that mature in 2027, this scheme has a fixed maturity term allowing investors to better plan and align their investments and goals.

  • Liquidity
    Being an open-ended fund with no lock-in period, it offers liquidity to investors throughout the term of the fund.

  • Sovereign rated Portfolio
    SDLs have sovereign rating similar to the Government securities (G-Secs), thus investors have security of their principal and returns.

  • Tax Benefit
    Debt funds with holding period of more than 36 months qualify for long term capital gains and indexation benefit in taxation. Indexation helps in adjusting the purchase price of the investments and in turn lower the tax liability.

  • Low Costs
    Being a passive fund, it has a lower expense ratio.

  • Low Minimum Investment
    Investors get to invest in SDLs which otherwise require high investment through investments as low as Rs.500.

Product Label




Aditya Birla Sun Life Nify SDL Apr 2027 Index Funds
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For more information on the scheme, please refer to SID/KIM of the scheme.